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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
1376
O'Rourke & Company
Massachusetts
$931K +$59.3K +2,267 +6%
FFM
1377
Forum Financial Management
Illinois
$931K +$67.8K +2,590 +7%
NIM
1378
Northeast Investment Management
Massachusetts
$930K +$15.7K +600 +2%
FNBTCON
1379
First National Bank & Trust Co of Newtown
Pennsylvania
$929K -$57.7K -2,207 -6%
EFH
1380
Eaton Financial Holdings
Florida
$929K +$190K +7,251 +23%
NCM
1381
NCM Capital Management
New Jersey
$929K +$311K +11,881 +44%
BG
1382
Bellevue Group
Switzerland
$925K -$1.81M -69,204 -64%
BC
1383
Burney Company
Virginia
$924K +$1.67K +64 +0.2%
AMIM
1384
Aull & Monroe Investment Management
Alabama
$923K -$1.23K -47 -0.1%
RCSA
1385
REYL & Cie S.A.
Switzerland
$920K +$854K +32,663 New
S
1386
Sunpointe
Missouri
$917K -$412K -15,750 -29%
MMG
1387
Monetary Management Group
Missouri
$915K +$34.1K +1,304 +4%
AIM
1388
Aspen Investment Management
Michigan
$915K +$747K +28,555 +302%
UPS
1389
UHLMANN PRICE SECURITIES
Illinois
$912K +$59.2K +2,263 +6%
VSQM
1390
V-Square Quantitative Management
Illinois
$910K -$572K -21,876 -37%
OFS
1391
OneAscent Financial Services
Alabama
$909K -$17.2K -657 -2%
EAN
1392
Excelsior Advisor Network
Colorado
$908K +$623K +23,817 +171%
SIM
1393
Studio Investment Management
Illinois
$908K +$107K +4,100 +12%
RS
1394
Rakuten Securities
Japan
$908K -$66.7K -2,551 -6%
RC
1395
Rahlfs Capital
Texas
$907K – – –
LCGC
1396
Legacy Capital Group California
California
$907K -$21.9K -837 -2%
NAM
1397
NTV Asset Management
West Virginia
$906K +$208K +7,946 +27%
PA
1398
Persium Advisors
Georgia
$905K +$97.3K +3,720 +11%
RCA
1399
Rose Capital Advisors
Florida
$905K +$983K +37,580 New
GWANC
1400
Guardian Wealth Advisors (North Carolina)
North Carolina
$905K -$41.8K -1,598 -4%