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Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1901
Brookwood Investment Group
Arizona
$430K +$204K +8,750 +97%
MIM
1902
Montgomery Investment Management
Maryland
$429K -$18.7K -800 -4%
SAMC
1903
Spectrum Asset Management (California)
California
$429K +$14.4K +619 +4%
KAS
1904
KPP Advisory Services
Kentucky
$428K +$218K +9,343 +112%
CA
1905
Calton & Associates
Florida
$428K -$17.1K -734 -4%
TCI Wealth Advisors
1906
TCI Wealth Advisors
Arizona
$428K -$24.3K -1,042 -6%
BDFN
1907
Bond & Devick Financial Network
Minnesota
$428K -$76K -3,260 -16%
EPIMS
1908
Evelyn Partners Investment Management Services
$428K – – –
PCM
1909
Perritt Capital Management
Illinois
$427K -$7.53K -323 -2%
HL
1910
HeadInvest LLC
Maine
$426K -$102K -4,366 -20%
GWM
1911
Gibbs Wealth Management
Georgia
$425K +$74.7K +3,204 +22%
WC
1912
Waterloo Capital
Texas
$425K +$58.3K +2,499 +17%
JSL
1913
JT Stratford LLC
Georgia
$425K +$172K +7,359 +72%
WAS
1914
Winch Advisory Services
Wisconsin
$424K -$26.9K -1,153 -6%
RIA
1915
Richwood Investment Advisors
Ohio
$424K +$3.31K +142 +0.8%
OC
1916
Oakworth Capital
Alabama
$423K -$201K -8,609 -33%
BI
1917
Beckerman Institutional
New Jersey
$423K -$4.45K -191 -1%
MIA
1918
MeadowBrook Investment Advisors
Michigan
$423K -$37.7K -1,615 -8%
MA
1919
MKT Advisors
California
$423K -$28.2K -1,209 -7%
KCM
1920
Kendall Capital Management
Maryland
$422K +$406K +17,400 New
FFO
1921
Fiduciary Family Office
Florida
$421K +$68K +2,917 +20%
BCM
1922
Bluefin Capital Management
New York
$420K -$1.7K -73 -0.4%
CC
1923
Cornerstone Capital
California
$419K -$7.3K -313 -2%
LWA
1924
Lantern Wealth Advisors
New York
$417K +$401K +17,201 New
FNFDCM
1925
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$417K -$109K -4,687 -21%