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Name Holding Trade Value Shares
Change
Change in
Stake
CBOR
1276
Community Bank of Raymore
Missouri
$426K +$72.4K +460 +19%
FWM
1277
Forza Wealth Management
Florida
$426K +$11.2K +71 +3%
SL
1278
Sentry LLC
Tennessee
$425K
FMTC
1279
Farmers & Merchants Trust Company
California
$425K
RMDI
1280
R.M. Davis Inc
Maine
$423K +$179K +1,140 +67%
FFM
1281
Forum Financial Management
Illinois
$423K -$1.89K -12 -0.4%
BFIM
1282
Beese Fulmer Investment Management
Ohio
$422K
SCM
1283
SOL Capital Management
Maryland
$420K -$7.87K -50 -2%
FP
1284
Financial Perspectives
Minnesota
$418K
CHJWM
1285
Carlton Hofferkamp & Jenks Wealth Management
Texas
$418K +$157 +1 +0%
MTIC
1286
Missouri Trust & Investment Company
Missouri
$418K
JF
1287
JSF Financial
California
$418K +$3.46K +22 +0.8%
MWA
1288
Monograph Wealth Advisors
California
$418K
OWP
1289
Obermeyer Wealth Partners
Colorado
$418K
MCWS
1290
McKinley Carter Wealth Services
West Virginia
$418K +$157 +1 +0%
LIM
1291
Longfellow Investment Management
Massachusetts
$417K +$2.67K +17 +0.6%
VC
1292
Vicus Capital
Pennsylvania
$415K +$142K +904 +48%
IHL
1293
Investment House LLC
California
$415K
WMA
1294
West Michigan Advisors
Michigan
$414K -$20.8K -132 -5%
CWP
1295
CFM Wealth Partners
Texas
$413K
BAM
1296
Beaumont Asset Management
Texas
$413K
OL
1297
Optas LLC
Texas
$410K -$1.89K -12 -0.4%
FMP
1298
Financial Management Professionals
Texas
$410K +$93.8K +596 +27%
WP
1299
WMS Partners
Maryland
$410K -$18.4K -117 -4%
SC
1300
SouthState Corp
Florida
$408K -$45.8K -291 -10%