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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1626
SSI Investment Management
California
$434K +$95.4K +504 +17%
HWMA
1627
Heritage Wealth Management (Arizona)
Arizona
$434K +$343K +1,810 +106%
AT
1628
Arvest Trust
Oklahoma
$433K +$132K +696 +25%
WSWA
1629
Warren Street Wealth Advisors
California
$431K -$757 -4 -0.1%
IA
1630
Integrity Advisory
Kansas
$431K +$357K +1,885 +117%
HVIA
1631
Hudson Valley Investment Advisors
New York
$430K +$19.9K +105 +3%
BWM
1632
Buckley Wealth Management
Nevada
$430K +$5.68K +30 +0.9%
RDWM
1633
Red Door Wealth Management
Tennessee
$429K +$248K +1,310 +60%
Kayne Anderson Rudnick Investment Management
1634
Kayne Anderson Rudnick Investment Management
California
$429K +$159K +838 +32%
RWP
1635
RWA Wealth Partners
Massachusetts
$428K +$147K +778 +29%
CH
1636
Canton Hathaway
Rhode Island
$428K +$172K +910 +35%
TI
1637
Truepoint Inc
Ohio
$427K -$738K -3,900 -53%
GBT
1638
Grove Bank & Trust
Florida
$427K -$197K -1,040 -23%
SIS
1639
Sound Income Strategies
Florida
$426K +$114K +603 +21%
WAS
1640
Winch Advisory Services
Wisconsin
$425K +$109K +576 +20%
WSCM
1641
Wellington Shields Capital Management
New York
$425K -$243K -1,281 -27%
PHIC
1642
Pine Haven Investment Counsel
Massachusetts
$424K -$1.14K -6 -0.2%
W
1643
Wealthquest
Ohio
$423K +$316K +1,670 +95%
JF
1644
Joule Financial
Kentucky
$423K +$263K +1,391 +68%
KCM
1645
Kornitzer Capital Management
Kansas
$423K -$485K -2,560 -43%
PFBT
1646
Parkside Financial Bank & Trust
Missouri
$422K -$200K -1,058 -24%
DOA
1647
D'Orazio & Associates
Virginia
$422K -$207K -1,092 -24%
IA
1648
IFG Advisors
Missouri
$422K +$21K +111 +3%
PCA
1649
Prosperity Capital Advisors
Ohio
$421K +$647K +3,419 New
AAM
1650
Austin Asset Management
Texas
$421K