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Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
1326
Johnson & White Wealth Management
Pennsylvania
$211K +$130 +2 +0.1%
FIB
1327
First Interstate Bank
Montana
$210K +$4.54K +70 +2%
LC
1328
Landaas & Company
Wisconsin
$210K +$234K +3,602 New
MIM
1329
Moseley Investment Management
Florida
$210K -$42.1K -649 -15%
GC
1330
GatePass Capital
Ohio
$210K -$253K -3,897 -52%
AGM
1331
Alpine Global Management
New York
$209K +$233K +3,588 New
WCP
1332
Wick Capital Partners
Pennsylvania
$209K +$233K +3,587 New
RIG
1333
Renaissance Investment Group
Massachusetts
$209K – – –
OIS
1334
OneAscent Investment Solutions
Alabama
$209K – – –
SIG
1335
Sky Investment Group
Connecticut
$208K -$11.8K -182 -5%
LWL
1336
Leo Wealth LLC
Texas
$208K +$14.7K +227 +7%
ABC
1337
Associated Banc-Corp
Wisconsin
$208K -$64.5K -993 -22%
CT
1338
Colonial Trust
South Carolina
$208K +$27.8K +428 +14%
GSWM
1339
Golden State Wealth Management
California
$207K +$136K +2,097 +144%
TPI
1340
Trust Point Inc
Wisconsin
$207K -$22.4K -345 -9%
CFP
1341
Catalyst Financial Partners
Massachusetts
$207K -$28.4K -438 -11%
BFF
1342
Byrne Financial Freedom
Massachusetts
$207K -$562K -8,651 -71%
BMCM
1343
Bryn Mawr Capital Management
Pennsylvania
$206K +$2.14K +33 +0.9%
NRI
1344
NFP Retirement Inc
California
$206K -$4.67K -72 -2%
FCA
1345
FLC Capital Advisors
California
$205K +$20.9K +322 +10%
RFP
1346
Root Financial Partners
California
$205K +$51.2K +789 +29%
LIA
1347
LBMC Investment Advisors
Tennessee
$204K – – –
Polen Capital Management
1348
Polen Capital Management
Florida
$204K -$21.3K -328 -9%
ACP
1349
Argyle Capital Partners
California
$203K – – –
CAM
1350
Concorde Asset Management
Michigan
$202K +$14.2K +219 +7%