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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1876
Aprio Wealth Management
Georgia
$524K +$113K +4,316 +26%
LCS
1877
Levin Capital Strategies
New York
$522K -$215K -8,217 -28%
SC
1878
Sepio Capital
Utah
$520K -$680 -26 -0.1%
MFC
1879
Mechanics Financial Corp
Ohio
$520K – – –
LI
1880
Lafayette Investments
Maryland
$520K -$6.67K -255 -1%
MCF Advisors
1881
MCF Advisors
Kentucky
$519K +$67.6K +2,582 +14%
FA
1882
Fountainhead AM
New Jersey
$518K +$24.1K +922 +5%
SSA
1883
Sierra Summit Advisors
Nevada
$518K – – –
Y.D. More Investments
1884
Y.D. More Investments
Israel
$517K -$338K -12,907 -39%
JPLA
1885
Joseph P. Lucia & Associates
New York
$515K -$44.8K -1,713 -8%
Klingman & Associates
1886
Klingman & Associates
New York
$514K +$530K +20,267 New
IHL
1887
Investment House LLC
California
$512K +$13.1K +500 +3%
GWAG
1888
Garrett Wealth Advisory Group
Texas
$510K +$31.8K +1,215 +6%
Wedmont Private Capital
1889
Wedmont Private Capital
Pennsylvania
$509K -$198K -7,585 -25%
AGP
1890
Aspire Growth Partners
Florida
$509K – – –
CBT
1891
Crews Bank & Trust
Florida
$508K -$1.62K -62 -0.3%
Apella Capital
1892
Apella Capital
Connecticut
$508K +$36K +1,374 +6%
BLAM
1893
Bourne Lent Asset Management
New York
$508K -$22.2K -850 -4%
JMFC
1894
J.M. Forbes & Co
Massachusetts
$508K -$11.1K -426 -2%
PA
1895
PFG Advisors
Arizona
$507K -$45.6K -1,743 -8%
MSWM
1896
McGlone Suttner Wealth Management
Wisconsin
$507K +$204K +7,784 +64%
LIM
1897
Letson Investment Management
Georgia
$507K -$3.95K -151 -0.7%
GSIAS
1898
Garden State Investment Advisory Services
New Jersey
$506K +$19.4K +743 +4%
CFP
1899
Catalyst Financial Partners
Massachusetts
$504K +$61.7K +2,358 +13%
CBT
1900
Central Bank & Trust
Kentucky
$503K +$82.2K +3,140 +19%