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Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
851
First City Capital Management
Georgia
$214K -$89.4K -818 -30%
FFN
852
Focus Financial Network
Minnesota
$213K +$203K +1,855 New
GI
853
Gradient Investments
Minnesota
$212K +$765 +7 +0.4%
JWM
854
Jeppson Wealth Management
California
$212K +$203K +1,860 New
OAM
855
Oppenheimer Asset Management
New York
$211K -$3.44M -31,476 -94%
FI
856
Finivi Inc
Massachusetts
$210K +$202K +1,843 New
CMBA
857
C.M. Bidwell & Associates
Hawaii
$209K -$7.65K -70 -4%
GWAM
858
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K +$198K +1,813 New
CM
859
Caption Management
Oklahoma
$206K -$2.58M -23,568 -93%
ACM
860
Advisors Capital Management
New Jersey
$206K -$27.3K -250 -12%
BMC
861
Beaton Management Company
Massachusetts
$205K +$197K +1,800 New
GIA
862
Guyasuta Investment Advisors
Pennsylvania
$205K +$197K +1,800 New
LFM
863
LGT Fund Management
Liechtenstein
$205K +$197K +1,800 New
MJP
864
Michael J. Puzo
$205K +$197K +1,800 New
TSW
865
Thompson Siegel & Walmsley
Virginia
$204K -$47.1K -431 -19%
ONST
866
Old North State Trust
North Carolina
$204K – – –
PP
867
Palladium Partners
Virginia
$204K +$195K +1,781 New
CPIA
868
Cornell Pochily Investment Advisors
New York
$204K +$195K +1,783 New
MMG
869
Monetary Management Group
Missouri
$203K +$194K +1,775 New
PIM
870
Perpetual Investment Management
Australia
$203K +$194K +1,775 New
RIG
871
Roosevelt Investment Group
New York
$203K +$195K +1,779 New
SIG
872
Sargent Investment Group
Maryland
$203K +$195K +1,781 New
AWM
873
Accel Wealth Management
Iowa
$202K +$68.3K +625 +54%
PWM
874
Perigon Wealth Management
California
$201K +$192K +1,758 New
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$201K +$193K +1,767 New