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Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1576
J.L. Bainbridge & Co
Florida
$562K -$89.7K -381 -15%
BFIC
1577
Bedell Frazier Investment Counselling
California
$562K
NJBEST
1578
New Jersey Better Educational Savings Trust
New Jersey
$562K
WHG
1579
Westwood Holdings Group
Texas
$561K -$66.4K -282 -12%
GT
1580
Glenview Trust
Kentucky
$561K -$3.53K -15 -0.7%
CA
1581
Centerpoint Advisors
Massachusetts
$561K +$24.7K +105 +5%
MP
1582
Munro Partners
Australia
$559K +$509K +2,163 New
HIC
1583
Hartline Investment Corp
Illinois
$558K +$9.18K +39 +2%
JBA
1584
Johnson Bixby & Associates
Washington
$556K
HFS
1585
HBC Financial Services
Washington
$555K
ET
1586
Equitable Trust
Tennessee
$553K
FCM
1587
Firestone Capital Management
Florida
$552K
NHC
1588
Nicholas Hoffman & Company
Georgia
$551K +$10.6K +45 +2%
OIA
1589
Optimum Investment Advisors
Illinois
$549K -$7.06K -30 -1%
AFS
1590
Annapolis Financial Services
Maryland
$547K
AIM
1591
Alhambra Investment Management
Florida
$545K
JWM
1592
Jeppson Wealth Management
California
$542K -$5.65K -24 -1%
AWM
1593
Altus Wealth Management
Kentucky
$541K -$706 -3 -0.1%
FMWA
1594
Forvis Mazars Wealth Advisors
Missouri
$541K +$37.4K +159 +8%
OCM
1595
One Capital Management
California
$539K -$352K -1,494 -42%
OFS
1596
OneAscent Financial Services
Alabama
$538K +$490K +2,082 New
TC
1597
Trilogy Capital
California
$537K -$73.4K -312 -13%
ITIM
1598
Indiana Trust & Investment Management
Indiana
$535K +$10.6K +45 +2%
AIA
1599
Angeles Investment Advisors
California
$530K +$483K +2,052 New
PWM
1600
PBMares Wealth Management
Virginia
$528K -$282K -1,200 -37%