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Name Holding Trade Value Shares
Change
Change in
Stake
LGG
1751
Luts & Greenleigh Group
Maryland
$537K -$45.7K -1,659 -8%
UAML
1752
US Asset Management LLC
Pennsylvania
$534K – – –
OMIC
1753
Old Mission Investment Co
Michigan
$534K -$58K -2,106 -10%
RGC
1754
Roberts, Glore & Co
Illinois
$532K +$9.84K +357 +2%
JSL
1755
JT Stratford LLC
Georgia
$532K +$25.4K +920 +5%
TA
1756
TruWealth Advisors
Louisiana
$531K +$110 +4 +0%
HPC
1757
Hobart Private Capital
North Carolina
$531K +$204K +7,418 +68%
NCM
1758
NCM Capital Management
New Jersey
$531K – – –
KIG
1759
Kessler Investment Group
Indiana
$531K -$20.7K -752 -4%
LWMT
1760
Legacy Wealth Management (Tennessee)
Tennessee
$530K -$25.5K -924 -5%
PWM
1761
Purus Wealth Management
California
$528K +$165K +5,971 +49%
CCFCSB
1762
Cape Cod Five Cents Savings Bank
Massachusetts
$528K – – –
FB
1763
Finward Bancorp
Indiana
$525K -$1.24K -45 -0.2%
WKWM
1764
Walter & Keenan Wealth Management
Indiana
$525K +$76.7K +2,785 +18%
KLWA
1765
Kelly Lawrence W & Associates
California
$524K – – –
PL
1766
Parthenon LLC
Kentucky
$524K – – –
ERIC
1767
Eagle Rock Investment Company
Georgia
$523K -$10.4K -376 -2%
AW
1768
Atlas Wealth
Ohio
$523K – – –
JSAM
1769
J. Safra Asset Management
New York
$523K +$498K +18,065 New
PP
1770
Patten & Patten
Tennessee
$522K +$3.39K +123 +0.7%
KIG
1771
Kennedy Investment Group
New Jersey
$522K -$11.8K -428 -2%
TCM
1772
Telos Capital Management
California
$522K +$89.7K +3,255 +22%
JWBC
1773
J.W. Burns & Co
New York
$521K -$5.43K -197 -1%
MWC
1774
MBM Wealth Consultants
Missouri
$521K +$3.8K +138 +0.8%
FOA
1775
Five Oceans Advisors
California
$520K +$9.98K +362 +2%