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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1801
Aljian Capital Management
Nevada
$638K -$115K -531 -14%
FFA
1802
Founders Financial Alliance
North Carolina
$638K +$74.4K +344 +11%
RHBC
1803
R.H. Bluestein & Co
Michigan
$634K +$37.6K +174 +5%
OC
1804
Oakworth Capital
Alabama
$633K +$10.8K +50 +2%
HFG
1805
Heron Financial Group
New York
$633K +$66.6K +308 +9%
KOC
1806
Koss-Olinger Consulting
Florida
$632K +$10.6K +49 +1%
PAIM
1807
Punch & Associates Investment Management
Minnesota
$631K – – –
SGCA
1808
Steel Grove Capital Advisors
Tennessee
$631K +$46.5K +215 +7%
AWM
1809
Avior Wealth Management
Nebraska
$630K -$368K -1,703 -34%
AWM
1810
Avaii Wealth Management
Wisconsin
$629K +$722K +3,335 New
CIA
1811
Cladis Investment Advisory
Montana
$627K +$719K +3,325 New
CAG
1812
Csenge Advisory Group
Florida
$625K -$4.33K -20 -0.9%
HA
1813
Herold Advisors
New York
$624K +$104K +480 +17%
SAM
1814
Strategy Asset Managers
California
$623K +$317K +1,466 +80%
PHAM
1815
Palisades Hudson Asset Management
Florida
$622K +$4.98K +23 +0.7%
CWM
1816
Centric Wealth Management
Illinois
$622K +$45.2K +209 +7%
HIC
1817
Holderness Investments Company
North Carolina
$619K +$21K +97 +3%
VCA
1818
Verdence Capital Advisors
Maryland
$616K -$390K -1,804 -36%
KMWM
1819
Keudell/Morrison Wealth Management
Oregon
$616K +$48K +222 +7%
TAM
1820
Townsend Asset Management
North Carolina
$613K -$22.7K -105 -3%
CB
1821
Cadence Bank
Mississippi
$613K – – –
IP
1822
Investment Partners
Ohio
$613K – – –
PWA
1823
Physician Wealth Advisors
Utah
$613K +$107K +493 +18%
SIC
1824
Schwartz Investment Counsel
Michigan
$613K +$368K +1,700 +110%
FWM
1825
Foresight Wealth Management
Utah
$610K +$40.9K +189 +6%