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Name Holding Trade Value Shares
Change
Change in
Stake
KA
851
KLCM Advisors
Wisconsin
$402K
AWM
852
Avior Wealth Management
Nebraska
$401K -$1.31M -33,507 -79%
IIA
853
IPG Investment Advisors
California
$400K +$378K +9,650 New
V
854
VeraBank
Texas
$393K +$23.5K +600 +7%
JIC
855
Johnson Investment Counsel
Ohio
$391K -$19.1K -488 -5%
WS
856
Wedbush Securities
California
$388K -$149K -3,809 -29%
WA
857
Wealth Alliance
New York
$387K +$21.3K +543 +6%
WP
858
WealthSource Partners
California
$385K -$1.49K -38 -0.4%
LGA
859
Lebenthal Global Advisors
New York
$385K +$75K +1,912 +26%
IRC
860
Investors Research Corp
Georgia
$382K +$3.92K +100 +1%
KA
861
Keene & Associates
Texas
$381K -$61.5K -1,570 -15%
SIM
862
SSI Investment Management
California
$381K -$4.2K -107 -1%
GC
863
GFG Capital
Florida
$380K -$36.3K -926 -9%
GD
864
Grandfield & Dodd
New York
$380K
PPP
865
Private Portfolio Partners
New Jersey
$377K
AHC
866
Adell Harriman & Carpenter
Texas
$375K -$1.14K -29 -0.3%
SHFA
867
SS&H Financial Advisors
Michigan
$374K +$355K +9,051 New
MYLI
868
Meiji Yasuda Life Insurance
Japan
$372K +$353K +9,008 New
RB
869
Rodgers Brothers
Pennsylvania
$371K -$35.3K -900 -9%
MIG
870
McGuire Investment Group
Rhode Island
$371K
FMWA
871
Forvis Mazars Wealth Advisors
Missouri
$369K -$8.07K -206 -2%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$368K -$2.94K -75 -0.8%
APWM
873
Atlas Private Wealth Management
New York
$368K +$19.3K +493 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
874
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366K +$348K +8,871 New
HIA
875
Harbor Investment Advisory
Maryland
$365K +$176K +4,477 +102%