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Name Holding Trade Value Shares
Change
Change in
Stake
MMM
1676
Mendel Money Management
Illinois
$463K – – –
PP
1677
PDS Planning
Ohio
$463K +$18K +159 +4%
VC
1678
Veracity Capital
Georgia
$462K +$4.07K +36 +0.9%
VNA
1679
Valley National Advisers
Pennsylvania
$460K +$1.36K +12 +0.3%
ICA
1680
Infrastructure Capital Advisors
New York
$459K -$46.4K -410 -9%
WPC
1681
Waters Parkerson & Co
Louisiana
$458K -$67.8K -600 -13%
TIP
1682
Torray Investment Partners
Maryland
$457K +$9.61K +85 +2%
BSG
1683
Black Swift Group
Colorado
$456K -$791K -7,000 -63%
SouthState Corp
1684
SouthState Corp
Florida
$456K -$69K -610 -13%
BFA
1685
Beaumont Financial Advisors
Massachusetts
$456K -$8.48K -75 -2%
D
1686
Diversified
Delaware
$456K +$1.47K +13 +0.3%
JSL
1687
JT Stratford LLC
Georgia
$455K -$76.6K -678 -14%
FCB
1688
First Command Bank
Texas
$454K – – –
FCFS
1689
First Command Financial Services
Texas
$454K – – –
FAN
1690
Financial Advisors Network
California
$454K +$904 +8 +0.2%
BWG
1691
Beta Wealth Group
California
$454K +$460K +4,067 New
CCP
1692
Clarkston Capital Partners
Michigan
$452K -$160K -1,414 -26%
AAM
1693
Autus Asset Management
Arizona
$451K +$15.9K +141 +4%
Aristotle Capital Management
1694
Aristotle Capital Management
California
$447K – – –
SWA
1695
SOA Wealth Advisors
New York
$447K +$34.8K +308 +8%
LIM
1696
Leavell Investment Management
Alabama
$446K – – –
NRS
1697
Neville Rodie & Shaw
New York
$444K +$4.52K +40 +1%
PWPS
1698
Pinnacle Wealth Planning Services
Ohio
$444K +$4.63K +41 +1%
JHCP
1699
Jackson Hole Capital Partners
Oklahoma
$443K -$71.7K -634 -14%
AFM
1700
Abbot Financial Management
Massachusetts
$442K – – –