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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
851
Meritage Portfolio Management
Kansas
$656K -$965 -20 -0.1%
AWM
852
AE Wealth Management
Kansas
$653K +$241 +5 +0%
FSA
853
Financial Sense Advisors
California
$652K +$667K +13,826 New
CIC
854
Cornercap Investment Counsel
Georgia
$647K -$119K -2,469 -15%
MGIA
855
Moneta Group Investment Advisors
Missouri
$643K +$18.7K +388 +3%
MPI
856
Mairs & Power Inc
Minnesota
$640K -$48.3K -1,000 -7%
MIM
857
Marco Investment Management
Georgia
$636K
MOS
858
MGO One Seven
Ohio
$635K +$256K +5,302 +65%
CI
859
CX Institutional
Indiana
$626K +$171K +3,550 +37%
TNBTD
860
Trustmark National Bank Trust Department
Mississippi
$622K -$267K -5,536 -30%
CWM
861
Cordatus Wealth Management
Pennsylvania
$618K +$632K +13,102 New
LI
862
Lafayette Investments
Maryland
$613K +$48.3K +1,000 +8%
KWA
863
Kingswood Wealth Advisors
California
$612K -$47.1K -975 -7%
LA
864
LexAurum Advisors
Kansas
$611K -$12.9K -267 -2%
SIC
865
Samalin Investment Counsel
New York
$610K +$5.74K +119 +0.9%
BCM
866
BluePath Capital Management
Georgia
$609K +$623K +12,899 New
SMC
867
Smith, Moore & Co
Missouri
$608K +$9.65K +200 +2%
BPWM
868
Badgley Phelps Wealth Managers
Washington
$606K -$4.05M -83,973 -87%
LWM
869
Laidlaw Wealth Management
New York
$604K -$7.09K -147 -1%
MA
870
Montag & Associates
Georgia
$602K +$15.4K +320 +3%
QI
871
Qtron Investments
Massachusetts
$602K -$118K -2,441 -16%
Lazard Asset Management
872
Lazard Asset Management
New York
$594K -$104K -2,149 -15%
PTC
873
Petrus Trust Company
Texas
$594K -$52.3K -1,083 -8%
AWS
874
Aspen Wealth Strategies
Colorado
$593K -$9.61K -199 -2%
IAS
875
Investment Advisory Services
Texas
$591K +$4.2K +87 +0.7%