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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1351
Formidable Asset Management
Ohio
$244K -$6.57K -50 -3%
ZBNA
1352
Zions Bancorporation, National Association
Utah
$244K -$13.9K -106 -5%
CH
1353
Cromwell Holdings
Wyoming
$244K -$5.78K -44 -2%
SC
1354
Summa Corp
Texas
$243K – – –
AIM
1355
Acropolis Investment Management
Missouri
$243K – – –
GPW
1356
Genesis Private Wealth
Virginia
$243K +$30.4K +231 +13%
ACA
1357
Affinity Capital Advisors
California
$241K +$68.3K +520 +34%
CC
1358
Chicago Capital
Illinois
$241K +$44.7K +340 +20%
TC
1359
Trilogy Capital
California
$241K -$1.58K -12 -0.6%
WAM
1360
Worth Asset Management
Texas
$240K +$7.09K +54 +3%
DKCM
1361
Davidson Kahn Capital Management
California
$239K -$7.88K -60 -3%
JPWM
1362
Jamison Private Wealth Management
Georgia
$238K – – –
GIA
1363
GHP Investment Advisors
Colorado
$238K +$24.2K +184 +10%
CAM
1364
Clark Asset Management
New Hampshire
$238K +$263K +2,005 New
BIAS
1365
Beacon Investment Advisory Services
New Jersey
$237K -$46K -350 -15%
BW
1366
Basepoint Wealth
Iowa
$237K – – –
BOPW
1367
Brandywine Oak Private Wealth
Pennsylvania
$237K – – –
MBT
1368
Montecito Bank & Trust
California
$237K – – –
SAMT
1369
Select Asset Management & Trust
Pennsylvania
$237K – – –
Cohen & Steers
1370
Cohen & Steers
New York
$237K +$65.7K +500 +33%
KJWM
1371
Kiley Juergens Wealth Management
Washington
$236K +$262K +1,993 New
TWPM
1372
Total Wealth Planning & Management
Florida
$235K +$7.36K +56 +3%
CCP
1373
Caden Capital Partners
California
$235K +$179K +1,360 +220%
MWM
1374
Maridea Wealth Management
New York
$234K +$18.1K +138 +8%
DG
1375
Dala Group
Illinois
$233K -$45.2K -344 -16%