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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1726
Highland Private Wealth Management
Washington
$669K +$17.3K +760 +3%
HFM
1727
Hartford Financial Management
Connecticut
$668K -$44.1K -1,935 -6%
WA
1728
WESPAC Advisors
California
$668K -$25.3K -1,112 -4%
SBA
1729
Secrest Blakey & Associates
North Carolina
$668K +$35.6K +1,563 +6%
DMK
1730
David M. Knott
$667K
TC
1731
TradeLink Capital
Illinois
$667K +$666K +29,234 New
BHTS
1732
Bar Harbor Trust Services
Maine
$666K -$127K -5,564 -16%
CWM
1733
Circle Wealth Management
New Jersey
$666K +$7.06K +310 +1%
PK
1734
Pflug Koory
Nebraska
$662K +$4.53K +199 +0.7%
ACA
1735
Aptus Capital Advisors
Alabama
$659K -$3.92M -172,304 -86%
ROTUOC
1736
Regents of the University of California
California
$656K
NIM
1737
Nexus Investment Management
Ontario, Canada
$656K +$45.2K +1,986 +7%
TCWM
1738
Total Clarity Wealth Management
Illinois
$655K -$8.77K -385 -1%
CC
1739
Cedar Capital
Illinois
$653K +$69.7K +3,060 +12%
AWM
1740
Atticus Wealth Management
Florida
$652K -$12.9K -565 -2%
BI
1741
Ballast Inc
Kentucky
$650K +$54.4K +2,389 +9%
ICM
1742
Islay Capital Management
Texas
$649K +$26.9K +1,181 +4%
EWM
1743
Endurance Wealth Management
Rhode Island
$648K
RG
1744
Renaissance Group
Kentucky
$648K +$84K +3,690 +15%
PIA
1745
Powell Investment Advisors
Florida
$645K +$3.87K +170 +0.6%
SBL
1746
Sargent Bickham Lagudis
Colorado
$644K +$15.1K +661 +2%
CIP
1747
Cornerstone Investment Partners
Georgia
$642K
CFSG
1748
Community Financial Services Group
Vermont
$640K -$87.2K -3,831 -12%
HCMNY
1749
Howard Capital Management (New York)
New York
$640K -$1.59K -70 -0.2%
CT
1750
Clearstead Trust
Maine
$639K