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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
2326
Osborne Partners Capital Management
California
$649K -$13.2K -480 -2%
MTC
2327
McDaniel Terry & Co
Texas
$648K +$12.4K +450 +2%
AIM
2328
Aspen Investment Management
Michigan
$648K +$138K +5,020 +30%
CG
2329
Castellan Group
Kentucky
$647K -$13.4M -486,000 -96%
PIP
2330
Peachtree Investment Partners
Florida
$647K -$77K -2,800 -11%
Fayez Sarofim & Co
2331
Fayez Sarofim & Co
Texas
$647K +$605K +22,000 New
SGK
2332
Steigerwald Gordon & Koch
Virginia
$646K -$426K -15,470 -41%
AFA
2333
American Financial Advisors
Georgia
$646K +$151K +5,480 +33%
CAM
2334
CenterStar Asset Management
Illinois
$645K
IAG
2335
Investment Advisory Group
Massachusetts
$644K +$686K +24,940 New
TA
2336
Trellis Advisors
Washington
$643K -$10.5K -380 -2%
TIM
2337
Tevis Investment Management
Texas
$643K +$597K +21,680 New
LCM
2338
LVM Capital Management
Michigan
$641K -$6.88K -250 -1%
AAP
2339
Arax Advisory Partners
Colorado
$639K -$24.2K -880 -4%
IA
2340
IFG Advisors
Missouri
$639K +$13.8K +500 +2%
TCM
2341
Tradewinds Capital Management
Washington
$637K +$103K +3,750 +21%
RB
2342
Renasant Bank
Mississippi
$636K -$50.6K -1,840 -8%
FA
2343
Forefront Analytics
Pennsylvania
$636K
RWM
2344
Rench Wealth Management
Texas
$636K +$145K +5,260 +32%
SCS
2345
Syquant Capital SAS
France
$635K -$116K -4,200 -16%
AMM
2346
American Money Management
California
$632K -$601K -21,850 -50%
TA
2347
TruWealth Advisors
Louisiana
$632K +$32.7K +1,190 +6%
RSWM
2348
Robertson Stephens Wealth Management
California
$628K +$27K +980 +5%
CWP
2349
Curated Wealth Partners
California
$626K -$21.5K -780 -4%
GCA
2350
Greenwood Capital Associates
South Carolina
$626K +$91.1K +3,310 +18%