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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2276
Sugarloaf Wealth Management
Georgia
$338K +$81.2K +2,288 +33%
BCP
2277
Blue Chip Partners
Michigan
$337K -$6.75K -190 -2%
KWM
2278
Keebeck Wealth Management
Illinois
$336K
WRM
2279
Weybosset Research & Management
Rhode Island
$333K -$1.77K -50 -0.5%
FSC
2280
Full Sail Capital
Oklahoma
$333K +$50.6K +1,424 +18%
CPSC
2281
Carl P. Sherr & Co
Massachusetts
$332K -$359K -10,117 -52%
CW
2282
Cabot-Wellington
Massachusetts
$332K
GIP
2283
Greatmark Investment Partners
Georgia
$331K
PCC
2284
Park Circle Company
Maryland
$330K +$21.3K +600 +7%
MA
2285
Mezzasalma Advisors
New Jersey
$329K -$2.13K -60 -0.7%
OL
2286
Optas LLC
Texas
$328K -$675 -19 -0.2%
GCM
2287
Gladius Capital Management
Illinois
$328K +$321K +9,042 New
ARM
2288
Adirondack Research & Management
New York
$327K +$1.77K +50 +0.6%
LA
2289
Legacy Advisors
Pennsylvania
$327K +$25.7K +725 +9%
ICM
2290
IMS Capital Management
Oregon
$326K -$175K -4,933 -35%
MMM
2291
Mendel Money Management
Illinois
$325K -$26.3K -740 -8%
SDWMA
2292
Schneider Downs Wealth Management Advisors
Pennsylvania
$325K +$318K +8,968 New
TWM
2293
TriaGen Wealth Management
California
$324K -$153K -4,312 -33%
BWM
2294
BNC Wealth Management
Oregon
$324K -$66.6K -1,875 -17%
SAM
2295
Seelaus Asset Management
New Jersey
$324K -$42.5K -1,196 -12%
KLI
2296
Kelman-Lazarov Inc
Tennessee
$323K
GC
2297
Garde Capital
Washington
$323K +$33K +930 +12%
FBFS
2298
First Business Financial Services
Wisconsin
$322K +$21.5K +605 +7%
GAM
2299
Gemmer Asset Management
California
$321K +$16.5K +464 +6%
CT
2300
Columbia Trust
Oregon
$320K -$61.8K -1,741 -16%