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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1151
Greenline Partners
New York
$772K -$125K -1,566 -13%
EIA
1152
Eastover Investment Advisors
North Carolina
$770K +$27.8K +347 +3%
MCA
1153
Martin Capital Advisors
Texas
$770K +$120K +1,505 +16%
BAAM
1154
Baker Avenue Asset Management
California
$769K -$71.2K -889 -8%
CW
1155
CreativeOne Wealth
Kansas
$768K -$30.3K -379 -3%
MOS
1156
MGO One Seven
Ohio
$765K +$59.9K +748 +7%
Koshinski Asset Management
1157
Koshinski Asset Management
Illinois
$764K -$111K -1,381 -11%
CCM
1158
Coldstream Capital Management
Washington
$760K +$855K +10,677 New
EWA
1159
Evolution Wealth Advisors
Florida
$759K -$758K -9,475 -47%
CI
1160
CAZ Investments
Texas
$755K +$88K +1,100 +12%
LC
1161
LCNB Corp
Ohio
$749K +$113K +1,412 +16%
KA
1162
Kovack Advisors
Florida
$748K -$324K -4,043 -28%
AG
1163
AIA Group
Hong Kong
$748K +$294K +3,671 +54%
PMEF
1164
Point72 Middle East FZE
United Arab Emirates
$746K +$838K +10,476 New
SNBOSCI
1165
Security National Bank of Sioux City Iowa
Iowa
$743K +$160K +2,000 +24%
CWP
1166
Capital Wealth Planning
Florida
$743K +$463K +5,780 +124%
JCM
1167
Jacobi Capital Management
Pennsylvania
$743K -$283K -3,541 -25%
IAS
1168
Insigneo Advisory Services
Florida
$741K +$833K +10,409 New
JIC
1169
Johnson Investment Counsel
Ohio
$739K -$14.9K -186 -2%
LAIC
1170
Lederer & Associates Investment Counsel
California
$737K -$28.6K -357 -3%
SAM
1171
Seelaus Asset Management
New Jersey
$734K +$261K +3,260 +46%
CIM
1172
CIM Investment Management
Pennsylvania
$729K -$19.4K -242 -2%
MFG
1173
Merit Financial Group
Georgia
$729K +$39.3K +491 +5%
IFG
1174
Independent Financial Group
California
$729K -$405K -5,063 -33%
WPC
1175
Wedmont Private Capital
Pennsylvania
$724K +$84.6K +1,057 +13%