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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1351
McGlone Suttner Wealth Management
Wisconsin
$903K +$103K +3,858 +14%
AFM
1352
Armstrong Fleming & Moore
District of Columbia
$903K -$15.4K -576 -2%
GSB
1353
Greenfield Savings Bank
Massachusetts
$902K -$37.9K -1,419 -4%
AWM
1354
Angeles Wealth Management
California
$898K +$121K +4,538 +17%
CHJWM
1355
Carlton Hofferkamp & Jenks Wealth Management
Texas
$897K -$11K -413 -1%
CS
1356
Capital Square
Tennessee
$897K -$24.6K -920 -3%
PWAM
1357
Private Wealth Asset Management
Iowa
$895K -$1.15K -43 -0.1%
TWM
1358
Thrive Wealth Management
Pennsylvania
$893K -$113K -4,220 -12%
MCA
1359
Millennium Capital Advisors
Arkansas
$891K -$22K -824 -3%
BAM
1360
BOS Asset Management
Illinois
$890K -$54.8K -2,050 -6%
ICM
1361
Intrepid Capital Management
Florida
$889K +$9.78K +366 +1%
Phoenix Financial
1362
Phoenix Financial
Israel
$888K -$494K -18,475 -38%
MassMutual Private Wealth & Trust
1363
MassMutual Private Wealth & Trust
Connecticut
$887K -$31.6K -1,183 -4%
KJWM
1364
Kiley Juergens Wealth Management
Washington
$886K -$43K -1,608 -5%
MWM
1365
Mosley Wealth Management
California
$884K +$3.1K +116 +0.4%
AGP
1366
Autumn Glory Partners
Texas
$881K – – –
LS
1367
Leelyn Smith
Illinois
$881K +$26.8K +1,005 +3%
CAWM
1368
Capital Advisors Wealth Management
Washington
$880K +$23.3K +871 +3%
Kovitz Investment Group Partners
1369
Kovitz Investment Group Partners
Illinois
$879K -$418K -15,638 -34%
EI
1370
Ellevest Inc
New York
$878K -$94.6K -3,543 -10%
BAG
1371
Bridgewealth Advisory Group
California
$875K +$3.79K +142 +0.5%
RIM
1372
Redwood Investment Management
Arizona
$873K -$8.82K -330 -1%
MWM
1373
Mattern Wealth Management
Kansas
$873K – – –
BIP Wealth
1374
BIP Wealth
Georgia
$872K -$101K -3,781 -11%
AOI
1375
Auto-Owners Insurance
Michigan
$871K +$214K +8,000 +36%