Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1926
Novare Capital Management
North Carolina
$564K -$188K -1,077 -27%
CM
1927
Corvex Management
New York
$564K – – –
OC
1928
Oakworth Capital
Alabama
$564K +$94.2K +539 +23%
NCM
1929
Northside Capital Management
Oregon
$564K – – –
AFGAS
1930
Allegiance Financial Group Advisory Services
Virginia
$563K -$51.4K -294 -9%
TFA
1931
Toth Financial Advisory
Virginia
$563K -$211K -1,206 -30%
C
1932
CEDRUS
Colorado
$561K +$42.6K +244 +9%
EWM
1933
EPG Wealth Management
Georgia
$559K -$476K -2,725 Closed
PHIC
1934
Pine Haven Investment Counsel
Massachusetts
$559K -$3.5K -20 -0.7%
JBA
1935
Johnson Bixby & Associates
Washington
$559K -$26.2K -150 -5%
GCM
1936
G2 Capital Management
Ohio
$559K +$3.5K +20 +0.7%
ST
1937
Smithfield Trust
Pennsylvania
$559K -$4.72K -27 -1%
B
1938
Barings
North Carolina
$555K +$209K +1,195 +74%
CCG
1939
Cypress Capital Group
Florida
$555K +$8.21K +47 +2%
OL
1940
Owen LaRue
Kentucky
$555K -$89.3K -511 -15%
IWS
1941
Insight Wealth Strategies
California
$555K +$18.2K +104 +4%
WAS
1942
WESPAC Advisors SoCal
California
$555K -$1.75K -10 -0.4%
RIM
1943
RW Investment Management
Idaho
$554K +$17.8K +102 +4%
CM
1944
Castleark Management
Illinois
$554K – – –
PSB
1945
Passumpsic Savings Bank
Vermont
$554K – – –
WFA
1946
Wellspring Financial Advisors
Ohio
$554K -$161K -922 -25%
BFS
1947
Bradley Foster & Sargent
Connecticut
$554K +$131K +747 +36%
LSIA
1948
LaSalle St. Investment Advisors
Illinois
$553K +$143K +817 +41%
AIM
1949
Acropolis Investment Management
Missouri
$552K -$2.97K -17 -0.6%
CF
1950
Copperwynd Financial
Arizona
$552K +$15.7K +90 +4%