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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1876
CCM Investment Advisers
South Carolina
$486K -$6.74M -197,860 -93%
ISWM
1877
Independent Solutions Wealth Management
New York
$486K -$41.7K -1,223 -7%
CCM
1878
Cribstone Capital Management
Maine
$484K +$17.6K +516 +3%
CA
1879
Cornerstone Advisory
Maryland
$483K -$151K -4,431 -22%
FEM
1880
Fulcrum Equity Management
Texas
$483K -$53.5K -1,571 -9%
MWM
1881
Meridian Wealth Management
Kentucky
$483K +$79.6K +2,335 +18%
GTAM
1882
Global Trust Asset Management
Florida
$483K +$83.1K +2,440 +19%
CCM
1883
Chilton Capital Management
Texas
$480K -$18K -527 -3%
EGA
1884
Eagle Global Advisors
Texas
$479K -$18K -527 -3%
SC
1885
SRB Corp
Massachusetts
$479K +$32.7K +959 +7%
BI
1886
Ballast Inc
Kentucky
$478K +$70.8K +2,077 +16%
IWP
1887
Icon Wealth Partners
Texas
$478K +$72.4K +2,124 +16%
IGGA
1888
Iron Gate Global Advisors
Utah
$477K -$16.3K -479 -3%
FC
1889
Ferris Capital
Massachusetts
$477K +$954 +28 +0.2%
HFA
1890
Huber Financial Advisors
Illinois
$476K -$31.8K -934 -6%
BCA
1891
Bray Capital Advisors
Florida
$474K -$25.1K -738 -5%
HS
1892
Haafor (Singapore)
Singapore
$472K -$420K -12,319 -45%
MWM
1893
Mattern Wealth Management
Kansas
$471K +$62.1K +1,822 +14%
TAM
1894
Tradition Asset Management
Virginia
$470K -$125K -3,666 -19%
FCFC
1895
First Citizens Financial Corp
Iowa
$470K +$33.1K +970 +7%
HI
1896
Hoey Investments
Pennsylvania
$468K +$515K +15,123 New
MJP
1897
Michael J. Puzo
$467K -$3.58K -105 -0.7%
BOS
1898
Bingham Osborn & Scarborough
California
$466K -$27.8K -815 -5%
CPIA
1899
Cornell Pochily Investment Advisors
New York
$466K -$12.8K -376 -2%
PG
1900
Proffitt & Goodson
Tennessee
$464K -$191K -5,607 -27%