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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1301
Wambolt & Associates
Colorado
$543K -$73.2K -4,638 -13%
SWIM
1302
Smallwood Wealth Investment Management
New Jersey
$542K -$14.4K -910 -3%
ICG
1303
InterOcean Capital Group
Tennessee
$542K -$233K -14,783 -31%
CAM
1304
Cozad Asset Management
Illinois
$542K -$13.1K -829 -3%
HCM
1305
Horrell Capital Management
Arkansas
$541K +$17.3K +1,094 +4%
CPRC
1306
Consolidated Portfolio Review Corp
New York
$541K -$104K -6,576 -17%
PWP
1307
Principle Wealth Partners
Connecticut
$540K -$55.3K -3,503 -10%
SWA
1308
SFMG Wealth Advisors
Texas
$538K -$2.68K -170 -0.5%
SPIS
1309
Steward Partners Investment Solutions
Oregon
$537K +$505K +32,017 New
FWP
1310
FAS Wealth Partners
Kansas
$537K -$35.7K -2,259 -7%
SCM
1311
SOL Capital Management
Maryland
$537K -$62K -3,927 -11%
PIA
1312
Perennial Investment Advisors
California
$537K -$39.3K -2,489 -7%
WAM
1313
Westport Asset Management
Connecticut
$536K
FWM
1314
Forza Wealth Management
Florida
$536K -$13.1K -827 -3%
SC
1315
Schubert & Co
Texas
$535K -$7.25K -459 -1%
SW
1316
SlateStone Wealth
Florida
$534K -$17.4K -1,103 -3%
TIA
1317
Traphagen Investment Advisors
New Jersey
$532K +$29.4K +1,863 +6%
BCM
1318
Bayesian Capital Management
New York
$532K -$2.59M -164,100 -84%
DG
1319
DMC Group
Alabama
$526K -$7.93K -502 -2%
KFI
1320
Key Financial Inc
Pennsylvania
$526K -$1.26K -80 -0.3%
PBK
1321
Peoples Bank (Kansas)
Kansas
$526K -$62.5K -3,958 -11%
AUB
1322
Atlantic Union Bankshares
Virginia
$525K -$30.9K -1,956 -6%
NFA
1323
Northern Financial Advisors
Michigan
$525K +$41.6K +2,637 +9%
LOAMS
1324
Lombard Odier Asset Management (Switzerland)
Switzerland
$525K -$295K -18,680 -37%
GC
1325
Gilbert & Cook
Iowa
$522K +$19.1K +1,212 +4%