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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1526
Westwood Holdings Group
Texas
$282K +$2.2K +15 +0.8%
I
1527
INVST
Indiana
$282K +$262K +1,785 New
RWPA
1528
Richard W. Paul & Associates
Michigan
$282K -$1.47K -10 -0.6%
LCWP
1529
Legacy Capital Wealth Partners
Arkansas
$282K +$263K +1,790 New
SW
1530
SlateStone Wealth
Florida
$281K -$22K -150 -8%
LF
1531
Lantz Financial
Illinois
$281K -$14.7K -100 -5%
CAM
1532
Cozad Asset Management
Illinois
$281K -$8.07K -55 -3%
BWP
1533
Baldwin Wealth Partners
Massachusetts
$277K +$1.47K +10 +0.6%
TPWA
1534
TRUE Private Wealth Advisors
Oregon
$276K -$24.2K -165 -9%
IIA
1535
Integral Investment Advisors
California
$276K +$35.2K +240 +16%
AIS
1536
American Investment Services
Massachusetts
$275K – – –
AWE
1537
Avidian Wealth Enterprises
Texas
$275K +$257K +1,750 New
SIC
1538
Shoker Investment Counsel
Ohio
$275K – – –
AF
1539
Alerus Financial
North Dakota
$271K +$253K +1,725 New
Koshinski Asset Management
1540
Koshinski Asset Management
Illinois
$271K +$1.76M +12,025 New
AWM
1541
Aprio Wealth Management
Georgia
$271K +$2.94K +20 +1%
SC
1542
Sepio Capital
Utah
$270K – – –
SMA
1543
Seven Mile Advisory
New Jersey
$269K -$5.14K -35 -2%
CPIA
1544
Cornell Pochily Investment Advisors
New York
$268K +$26.4K +180 +12%
OP
1545
Oslo Pensjonsforsikring
$267K +$249K +1,700 New
FCM
1546
Fourpath Capital Management
Oklahoma
$267K +$20.5K +140 +9%
CAM
1547
Claret Asset Management
Quebec, Canada
$264K +$18.3K +125 +8%
S
1548
Sunpointe
Missouri
$263K +$17.6K +120 +8%
DOA
1549
D'Orazio & Associates
Virginia
$261K -$5.87K -40 -2%
ACS
1550
Archford Capital Strategies
Illinois
$261K +$244K +1,660 New