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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2351
NewSquare Capital
Pennsylvania
$1.18M +$130K +328 +13%
RL
2352
Rogco LP
Oklahoma
$1.18M – – –
HIMS
2353
Hager Investment Management Services
New Hampshire
$1.18M +$32.2K +81 +3%
IWS
2354
Insight Wealth Strategies
California
$1.18M -$1.19K -3 -0.1%
CTA
2355
Chesley Taft & Associates
Illinois
$1.18M -$129K -325 -10%
BFO
2356
Biltmore Family Office
North Carolina
$1.18M +$205K +515 +23%
LSV Asset Management
2357
LSV Asset Management
Illinois
$1.18M – – –
EHC
2358
Everett Harris & Co
California
$1.18M +$11.9K +30 +1%
IA
2359
IF Advisors
Texas
$1.18M – – –
LF
2360
LifeSteps Financial
California
$1.18M +$78.7K +198 +8%
MI
2361
Markowski Investments
Florida
$1.17M +$1.11M +2,790 New
IWM
2362
Integris Wealth Management
California
$1.17M -$65.2K -164 -6%
BCM
2363
Boltwood Capital Management
California
$1.17M +$214K +537 +24%
BFIM
2364
Beese Fulmer Investment Management
Ohio
$1.17M +$172K +433 +18%
FC
2365
Family CFO
California
$1.17M -$1.99K -5 -0.2%
LIA
2366
LS Investment Advisors
Michigan
$1.17M +$85.5K +215 +8%
GBFG
2367
Gerald Baker Financial Group
Texas
$1.17M +$37.8K +95 +4%
CFFP
2368
Center for Financial Planning
Michigan
$1.17M -$71.6K -180 -6%
AWMI
2369
Aegis Wealth Management (Iowa)
Iowa
$1.16M +$64.4K +162 +6%
MWM
2370
Maripau Wealth Management
Indiana
$1.16M +$125K +315 +13%
PIM
2371
Penobscot Investment Management
Massachusetts
$1.16M – – –
FFB
2372
First Financial Bankshares
Texas
$1.16M -$3.29M -8,268 -75%
PMG
2373
Private Management Group
California
$1.16M +$259K +650 +31%
VCAM
2374
Van Cleef Asset Management
Ohio
$1.16M -$30.2K -76 -3%
AT
2375
Avalon Trust
New Mexico
$1.16M – – –