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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
926
Forvis Mazars Wealth Advisors
Missouri
$452K -$40.7K -766 -8%
EGM
927
Engineers Gate Manager
New York
$452K -$137K -2,588 -22%
GD
928
Grandfield & Dodd
New York
$450K
CHJWM
929
Carlton Hofferkamp & Jenks Wealth Management
Texas
$447K -$18.6K -350 -3%
PA
930
PSI Advisors
Florida
$443K
NSAM
931
North Star Asset Management
Wisconsin
$439K -$49.9K -940 -10%
WP
932
Wealthspan Partners
Iowa
$437K
ICM
933
Islay Capital Management
Texas
$435K +$470K +8,856 New
MIG
934
McGuire Investment Group
Rhode Island
$434K
HT
935
Heritage Trust
Oklahoma
$433K +$469K +8,828 New
PNAA
936
Pictet North America Advisors
Switzerland
$430K
SC
937
Savant Capital
Illinois
$429K +$93.6K +1,763 +25%
MW
938
Marcum Wealth
Ohio
$429K +$68.6K +1,291 +17%
TC
939
Trust Company
Kansas
$428K +$531 +10 +0.1%
SF
940
Summit Financial
New Jersey
$423K +$49.3K +929 +12%
CI
941
CX Institutional
Indiana
$423K -$19.6K -369 -4%
YAL
942
Your Advocates Ltd
Texas
$419K
WSCM
943
Wellington Shields Capital Management
New York
$419K +$47.5K +894 +12%
CCG
944
Ceeto Capital Group
Florida
$418K
AAM
945
Aureus Asset Management
Massachusetts
$417K +$5.95K +112 +1%
IWP
946
Icon Wealth Partners
Texas
$417K +$451K +8,498 New
PPP
947
Private Portfolio Partners
New Jersey
$417K -$34.5K -650 -7%
BSW
948
Buckingham Strategic Wealth
Missouri
$414K
AWM
949
Avior Wealth Management
Nebraska
$412K +$797 +15 +0.2%
MAM
950
Meeder Asset Management
Ohio
$411K -$2.21M -41,598 -83%