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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
1051
Cutter & Co Brokerage
Missouri
$386K -$535K -5,628 -61%
BFC
1052
Bedel Financial Consulting
Indiana
$386K -$42.3K -445 -11%
AL
1053
AJO LP
Pennsylvania
$383K +$341K +3,589 New
CGL
1054
Clarius Group LLC
Washington
$382K +$26.1K +274 +8%
AI
1055
Accredited Investors
Minnesota
$380K -$63.4K -666 -16%
BW
1056
Bison Wealth
Georgia
$379K -$3.81K -40 -1%
VWM
1057
Valley Wealth Managers
New Jersey
$372K -$320K -3,362 -49%
Jones Financial Companies
1058
Jones Financial Companies
Missouri
$372K -$28.7K -302 -8%
SGI
1059
Summit Global Investments
Utah
$370K -$3.06M -32,193 -90%
JFA
1060
Johanson Financial Advisors
California
$367K +$38.6K +406 +13%
SWA
1061
Stratos Wealth Advisors
Ohio
$365K +$62.3K +655 +24%
DLA
1062
Douglas Lane & Associates
New York
$362K – – –
RGC
1063
Roberts, Glore & Co
Illinois
$360K -$128K -1,345 -29%
CG
1064
Caprock Group
Idaho
$359K +$2.95K +31 +0.9%
HC
1065
Hourglass Capital
Texas
$357K -$95.1K -1,000 -23%
ZIC
1066
ZWJ Investment Counsel
Georgia
$357K +$26.6K +280 +9%
LSAG
1067
Lake Street Advisors Group
New Hampshire
$355K +$345K +3,629 New
LWM
1068
Lyell Wealth Management
California
$353K – – –
SC
1069
SouthState Corp
Florida
$350K -$19K -200 -6%
YIA
1070
YHB Investment Advisors
Connecticut
$348K -$4.76K -50 -2%
IWM
1071
IHT Wealth Management
Illinois
$347K +$9.61K +101 +3%
GVAG
1072
Great Valley Advisor Group
Delaware
$347K +$14.6K +153 +5%
LIM
1073
Loudon Investment Management
New Hampshire
$344K -$134K -1,410 -30%
HWMG
1074
Hurlow Wealth Management Group
Indiana
$344K – – –
LWA
1075
Lenox Wealth Advisors
New York
$344K – – –