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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
776
Carnegie Investment Counsel
Ohio
$243K +$254K +2,100 New
LI
777
LRI Investments
Florida
$242K +$6.53K +54 +3%
AWM
778
Aprio Wealth Management
Georgia
$242K +$17.8K +147 +8%
MCM
779
Manchester Capital Management
Vermont
$241K – – –
FFM
780
Fullerton Fund Management
Singapore
$239K -$67.5K -558 -21%
WA
781
Win Advisors
Florida
$239K +$250K +2,066 New
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$238K +$3.75K +31 +2%
CCMG
783
Clark Capital Management Group
Pennsylvania
$237K +$19K +157 +8%
CA
784
CoreCap Advisors
Michigan
$236K +$53.6K +443 +28%
RF
785
Rossby Financial
Florida
$235K +$12.5K +103 +5%
BHC
786
Bull Harbor Capital
Maryland
$234K +$245K +2,028 New
B
787
Bensler
Washington
$234K +$1.21K +10 +0.5%
PHIC
788
Pine Haven Investment Counsel
Massachusetts
$234K – – –
CFGW
789
Chancellor Financial Group WB
Pennsylvania
$233K – – –
OL
790
Optas LLC
Texas
$233K -$70.6K -584 -22%
CIS
791
Capital International Sarl
California
$231K – – –
PWP
792
Phillips Wealth Planners
Mississippi
$229K +$245K +2,030 New
MB
793
MidFirst Bank
Oklahoma
$228K -$6.17K -51 -3%
EFG
794
Everhart Financial Group
Ohio
$228K +$239K +1,978 New
NP
795
NorthRock Partners
Minnesota
$227K -$36K -298 -13%
HPIA
796
Hamilton Point Investment Advisors
North Carolina
$225K – – –
JF
797
JMN Financial
Ohio
$225K +$235K +1,945 New
SWP
798
Significant Wealth Partners
Illinois
$224K -$1.09K -9 -0.5%
GWM
799
Geneos Wealth Management
Colorado
$224K -$27.3K -226 -10%
AFP
800
Alpha Financial Partners
Kentucky
$223K +$10.4K +86 +5%