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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1601
Renaissance Investment Group
Massachusetts
$442K
GI
1602
GAMCO Investors
Connecticut
$442K +$423K +1,950 New
BDF
1603
Black Diamond Financial
Maryland
$440K +$30.6K +141 +8%
OFG
1604
Oxford Financial Group
Indiana
$440K +$56.7K +261 +16%
FMWA
1605
Forvis Mazars Wealth Advisors
Missouri
$438K +$19.5K +90 +5%
MHR
1606
Matthew Hamilton Rosenberg
$436K -$59.9K -276 -13%
MWA
1607
MFA Wealth Advisors
Pennsylvania
$436K
ACJ
1608
Autonomy Capital (Jersey)
Jersey
$436K +$418K +1,926 New
LFS
1609
Legacy Financial Strategies
Kansas
$434K -$45.6K -210 -10%
EWM
1610
EPG Wealth Management
Georgia
$434K +$29.3K +135 +8%
MFGM
1611
Marshall Financial Group (Maryland)
Maryland
$432K -$11.7K -54 -3%
PWAC
1612
Private Wealth Advisors (California)
California
$431K -$25.4K -117 -6%
TC
1613
Tatro Capital
Kentucky
$431K +$413K +1,902 New
ACG
1614
Allen Capital Group
Nebraska
$430K +$1.95K +9 +0.5%
FWIA
1615
Fort Washington Investment Advisors
Ohio
$428K
CP
1616
Camelot Portfolios
Ohio
$428K +$410K +1,890 New
LRIA
1617
Leonard Rickey Investment Advisors
Washington
$427K -$8.47K -39 -2%
KWM
1618
Keebeck Wealth Management
Illinois
$427K +$124K +573 +44%
WWA
1619
WC Walker & Associates
California
$426K
Luther King Capital Management (LKCM)
1620
Luther King Capital Management (LKCM)
Texas
$425K -$48.8K -225 -11%
SWIG
1621
Strategic Wealth Investment Group
Kentucky
$425K -$21.5K -99 -5%
NWS
1622
Newport Wealth Strategies
California
$424K +$16.3K +75 +4%
FPIS
1623
Financial Planning & Information Services
Wisconsin
$423K
BWA
1624
Beam Wealth Advisors
Louisiana
$423K +$651 +3 +0.2%
WAM
1625
WNY Asset Management
New York
$423K +$3.26K +15 +0.8%