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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
1901
Spectrum Asset Management (California)
California
$429K +$14.4K +619 +4%
KAS
1902
KPP Advisory Services
Kentucky
$428K +$218K +9,343 +112%
CA
1903
Calton & Associates
Florida
$428K -$17.1K -734 -4%
TWA
1904
TCI Wealth Advisors
Arizona
$428K -$24.3K -1,042 -6%
BDFN
1905
Bond & Devick Financial Network
Minnesota
$428K -$76K -3,260 -16%
EPIMS
1906
Evelyn Partners Investment Management Services
$428K
PCM
1907
Perritt Capital Management
Illinois
$427K -$7.53K -323 -2%
HL
1908
HeadInvest LLC
Maine
$426K -$102K -4,366 -20%
GWM
1909
Gibbs Wealth Management
Georgia
$425K +$74.7K +3,204 +22%
WC
1910
Waterloo Capital
Texas
$425K +$58.3K +2,499 +17%
JSL
1911
JT Stratford LLC
Georgia
$425K +$172K +7,359 +72%
WAS
1912
Winch Advisory Services
Wisconsin
$424K -$26.9K -1,153 -6%
RIA
1913
Richwood Investment Advisors
Ohio
$424K +$3.31K +142 +0.8%
OC
1914
Oakworth Capital
Alabama
$423K -$201K -8,609 -33%
BI
1915
Beckerman Institutional
New Jersey
$423K -$4.45K -191 -1%
MIA
1916
MeadowBrook Investment Advisors
Michigan
$423K -$37.7K -1,615 -8%
MA
1917
MKT Advisors
California
$423K -$28.2K -1,209 -7%
KCM
1918
Kendall Capital Management
Maryland
$422K +$406K +17,400 New
FFO
1919
Fiduciary Family Office
Florida
$421K +$68K +2,917 +20%
BCM
1920
Bluefin Capital Management
New York
$420K -$1.7K -73 -0.4%
CC
1921
Cornerstone Capital
California
$419K -$7.3K -313 -2%
LWA
1922
Lantern Wealth Advisors
New York
$417K +$401K +17,201 New
FNFDCM
1923
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$417K -$109K -4,687 -21%
ORC
1924
O'Rourke & Company
Massachusetts
$416K -$14.2K -611 -3%
APWA
1925
Atlas Private Wealth Advisors
New Jersey
$416K -$380K -16,303 -49%