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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1526
Wealth Management Associates
New Jersey
$328K -$85.4K -984 -17%
EWA
1527
Exencial Wealth Advisors
Oklahoma
$326K -$3.85M -44,364 -90%
SAM
1528
S.A. Mason
Michigan
$326K -$9.98K -115 -2%
JSC
1529
Jackson Square Capital
California
$325K -$684K -7,882 -63%
RWP
1530
Revolve Wealth Partners
New Jersey
$325K -$87.7K -1,011 -18%
FTC
1531
Farmers Trust Company
Ohio
$323K – – –
PIMG
1532
Patriot Investment Management Group
Tennessee
$322K -$76.8K -885 -16%
HA
1533
Herold Advisors
New York
$321K +$8.68K +100 +2%
TFP
1534
Tilia Fiduciary Partners
North Carolina
$321K +$30.6K +353 +9%
TIS
1535
Tortoise Index Solutions
Kansas
$319K +$38.3K +441 +11%
Fayez Sarofim & Co
1536
Fayez Sarofim & Co
Texas
$318K -$354K -4,082 -47%
LSA
1537
Lion Street Advisors
Texas
$318K -$47.9K -552 -29%
FBFS
1538
First Business Financial Services
Wisconsin
$318K -$434 -5 -0.1%
PHIC
1539
Pine Haven Investment Counsel
Massachusetts
$318K +$78.1K +900 +25%
DCM
1540
DGS Capital Management
New Jersey
$318K +$395K +4,554 New
KOC
1541
Koss-Olinger Consulting
Florida
$317K +$113K +1,300 +40%
CA
1542
CV Advisors
Florida
$316K -$282K -3,248 -42%
PGH
1543
Partners Group Holding
Switzerland
$316K -$32.4K -374 -8%
SMC
1544
Smith, Moore & Co
Missouri
$316K +$34.5K +398 +10%
BCM
1545
Bienville Capital Management
New York
$316K +$71.7K +826 +22%
RIA
1546
Regal Investment Advisors
Michigan
$315K -$22.8K -263 -6%
LCM
1547
LCM Capital Management
Illinois
$315K -$8.5K -98 -2%
AA
1548
Aire Advisors
California
$314K -$11.3K -130 -3%
HCM
1549
Highview Capital Management
Illinois
$313K -$89.8K -1,035 -19%
KP
1550
Keel Point
Alabama
$311K -$116K -1,332 -30%