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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1551
Laffer Tengler Investments
Tennessee
$751K -$23.4K -729 -3%
BFPW
1552
BOK Financial Private Wealth
Colorado
$749K -$198K -6,160 -22%
CCM
1553
Canal Capital Management
Virginia
$749K -$7.36K -229 -1%
BRM
1554
Boston Research & Management
Massachusetts
$748K
CAAS
1555
Capital Asset Advisory Services
Michigan
$748K
HBT
1556
Hills Bank & Trust
Iowa
$743K -$56.4K -1,755 -7%
SCG
1557
Sonata Capital Group
Washington
$735K +$3.86K +120 +0.6%
FDCC
1558
Foster Dykema Cabot & Co
Massachusetts
$733K
PAS
1559
Partnervest Advisory Services
California
$732K -$1.32K -41 -0.2%
KLWA
1560
Kelly Lawrence W & Associates
California
$729K
BRC
1561
Bell Rock Capital
Delaware
$726K -$583K -18,146 -46%
VFPI
1562
Vantage Financial Partners (Illinois)
Illinois
$726K -$44K -1,370 -6%
RWA
1563
RGT Wealth Advisors
Texas
$726K +$158K +4,930 +30%
PHAM
1564
Palisades Hudson Asset Management
Florida
$722K
DMIC
1565
Dixon Mitchell Investment Counsel
British Columbia, Canada
$719K +$14.5K +450 +2%
PWAP
1566
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$719K +$77.3K +2,404 +13%
SWA
1567
Sutton Wealth Advisors
Florida
$717K -$1.41K -44 -0.2%
WP
1568
WealthPLAN Partners
Nebraska
$715K -$259K -8,050 -28%
ERIM
1569
Eagle Ridge Investment Management
Connecticut
$715K -$2.57K -80 -0.4%
PAWC
1570
P.A.W. Capital
Connecticut
$714K
TAM
1571
Taylor Asset Management
Ontario, Canada
$714K +$678K +21,080 New
JSL
1572
JT Stratford LLC
Georgia
$713K -$64.4K -2,003 -9%
SAM
1573
Summit Asset Management
Tennessee
$709K -$3.98K -124 -0.6%
CAG
1574
Crestwood Advisors Group
Massachusetts
$709K +$5.59K +174 +0.8%
GIP
1575
Granite Investment Partners
California
$709K +$329K +10,242 +96%