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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CK
1776
Cohen Klingenstein
New York
$211K
IWM
1777
Integris Wealth Management
California
$211K
RCM
1778
Richardson Capital Management
Wisconsin
$211K
TWM
1779
Tanglewood Wealth Management
Texas
$211K +$200K +400 New
AAM
1780
Auxier Asset Management
Oregon
$209K
IP
1781
Investment Partners
Ohio
$209K +$499 +1 +0.3%
BIP
1782
Blue Investment Partners
California
$209K
AAMC
1783
Asset Allocation & Management Company
Illinois
$208K +$197K +395 New
FWIA
1784
Fort Washington Investment Advisors
Ohio
$207K +$196K +393 New
APP
1785
Avantax Planning Partners
Iowa
$207K +$196K +392 New
CMS
1786
Capital Market Strategies
Florida
$206K -$92.8K -186 -32%
SMA
1787
Seven Mile Advisory
New Jersey
$206K -$25.5K -51 -12%
JC
1788
JB Capital
Connecticut
$206K +$195K +390 New
CIP
1789
Convergence Investment Partners
Florida
$205K -$638K -1,278 -77%
TF
1790
Tompkins Financial
New York
$204K
Capstone Investment Advisors
1791
Capstone Investment Advisors
New York
$203K -$693K -1,389 -78%
NS
1792
NBC Securities
Alabama
$203K -$1.1M -2,209 -85%
CA
1793
CGN Advisors
Kansas
$202K +$192K +384 New
KSWWM
1794
Keyes Stange & Wooten Wealth Management
Florida
$202K -$25.5K -51 -12%
CWA
1795
Cura Wealth Advisors
Illinois
$201K +$191K +382 New
GWM
1796
Gibbs Wealth Management
Georgia
$201K +$191K +382 New
BONH
1797
Bank of New Hampshire
New Hampshire
$192K
OCM
1798
Osterweis Capital Management
California
$190K
ANBT
1799
American National Bank & Trust
Texas
$185K -$5.99K -12 -3%
DJSG
1800
D.J. St. Germain
Massachusetts
$185K -$3.49K -7 -2%