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Name Holding Trade Value Shares
Change
Change in
Stake
HG
1351
Herbst Group
Connecticut
$815K +$820K +43,891 New
BWM
1352
BCS Wealth Management
Tennessee
$813K +$258K +13,824 +46%
APWA
1353
Atlas Private Wealth Advisors
New Jersey
$810K -$51K -2,726 -6%
HI
1354
Humankind Investments
New York
$809K +$179K +9,559 +28%
BHWM
1355
Beaird Harris Wealth Management
Texas
$807K +$812K +43,458 New
TA
1356
TrueWealth Advisors
Alabama
$805K +$164K +8,782 +25%
FCT
1357
First Community Trust
Iowa
$804K +$809K +43,254 New
P
1358
Pitcairn
Pennsylvania
$800K -$206K -10,995 -20%
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$800K +$141K +7,555 +26%
MLFP
1360
MPS Loria Financial Planners
Illinois
$798K +$111K +5,912 +16%
TC
1361
Telemus Capital
Michigan
$797K -$147K -7,873 -16%
BHBT
1362
Burke & Herbert Bank & Trust
Virginia
$796K -$47.3K -2,533 -6%
MPW
1363
Monterey Private Wealth
California
$795K +$377K +20,172 +89%
TWP
1364
Tempus Wealth Planning
California
$794K -$478K -25,581 -37%
WC
1365
Woodstock Corp
Massachusetts
$794K -$28.5K -1,522 -3%
ALAM
1366
Asahi Life Asset Management
Japan
$794K -$262 -14 -0%
AIS
1367
AM Investment Strategies
Tennessee
$793K -$118K -6,329 -13%
MF
1368
Magnetar Financial
Illinois
$793K +$798K +42,673 New
CB
1369
Cadence Bank
Mississippi
$790K +$4.26K +228 +0.5%
SWM
1370
Sugarloaf Wealth Management
Georgia
$789K +$2.37K +127 +0.3%
FWM
1371
Foresight Wealth Management
Utah
$789K +$112K +5,998 +16%
BTWM
1372
Baker Tilly Wealth Management
Wisconsin
$788K -$253K -13,542 -24%
CFA
1373
CWS Financial Advisors
Michigan
$785K +$790K +42,240 New
ABLA
1374
Alan B. Lancz & Associates
Ohio
$785K +$790K +42,263 New
ST
1375
Spinnaker Trust
Maine
$784K -$78.5K -4,197 -9%