Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1876
Stoneridge Investment Partners
Pennsylvania
$452K – – –
PSCM
1877
Per Stirling Capital Management
Texas
$452K +$1.21K +44 +0.3%
CA
1878
CapWealth Advisors
Tennessee
$449K +$3.89K +141 +0.9%
RFP
1879
Root Financial Partners
California
$448K +$144K +5,209 +51%
DA
1880
Dover Advisors
Virginia
$448K -$219K -7,937 -34%
MWP
1881
Madison Wealth Partners
Wisconsin
$448K +$9.12K +331 +2%
AWAP
1882
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$448K -$5.43K -197 -1%
BCM
1883
Birmingham Capital Management
Alabama
$447K -$242K -8,768 -36%
BMCM
1884
Burns Matteson Capital Management
New York
$447K +$426K +15,461 New
CCA
1885
Clearwater Capital Advisors
Illinois
$447K +$551 +20 +0.1%
BO
1886
Bank OZK
Arkansas
$446K -$20.7K -750 -5%
1WM
1887
1900 Wealth Management
Texas
$446K +$17.5K +635 +4%
BBA
1888
Baader Bank Aktiengesellschaft
Germany
$445K -$129K -4,666 -23%
HGWM
1889
Horst & Graben Wealth Management
Oregon
$445K +$1.76K +64 +0.4%
QFW
1890
QTR Family Wealth
Florida
$445K -$10.6K -386 -2%
GF
1891
Gries Financial
Ohio
$445K -$2.12K -77 -0.5%
PCS
1892
Private Client Services
Kentucky
$444K +$177K +6,432 +72%
TBNY
1893
Trustco Bank (New York)
New York
$444K -$30.3K -1,100 -7%
TCM
1894
Triumph Capital Management
Colorado
$442K -$192K -6,953 -31%
SP
1895
Stonebrook Private
Michigan
$442K +$112K +4,069 +36%
CCM
1896
Cobler Capital Management
Kansas
$441K +$436K +15,817 New
AWMM
1897
Aegis Wealth Management (Maryland)
Maryland
$441K – – –
TWM
1898
Tradition Wealth Management
Minnesota
$441K +$15K +543 +4%
RSVP
1899
Ramsay Stattman Vela & Price
Colorado
$440K -$82.4K -2,990 -16%
EIG
1900
Ellenbecker Investment Group
Wisconsin
$440K -$9.78K -355 -2%