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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
776
Souders Financial Advisors
Ohio
$637K +$19.3K +233 +3%
CAM
777
Cozad Asset Management
Illinois
$633K +$39.1K +473 +5%
HW
778
Hancock Whitney
Mississippi
$631K -$86.9K -1,051 -10%
BCM
779
BTC Capital Management
Iowa
$626K +$134K +1,627 +22%
WFA
780
Wipfli Financial Advisors
Wisconsin
$620K +$743K +8,984 New
NC
781
NZS Capital
Colorado
$617K +$744K +9,000 New
BWM
782
Bulltick Wealth Management
Florida
$616K -$13K -157 -2%
MWM
783
Meridian Wealth Management
Kentucky
$612K +$89.2K +1,079 +14%
PIM
784
Penobscot Investment Management
Massachusetts
$611K -$68.6K -830 -9%
CA
785
Cetera Advisors
Colorado
$602K -$22.9K -277 -3%
WBC
786
Westpac Banking Corp
Australia
$599K -$2.03M -24,618 -74%
RI
787
Ridgewood Investments
New Jersey
$596K +$355K +4,295 +98%
PG
788
Patten Group
Tennessee
$594K -$172K -2,076 -20%
QI
789
Qtron Investments
Massachusetts
$585K -$2.97M -35,885 -81%
RIM
790
Regent Investment Management
Kentucky
$584K
PA
791
Pinnacle Associates
New York
$582K -$53.7K -650 -7%
AIM
792
Allen Investment Management
New York
$572K
OMC
793
Oasis Management Company
Cayman Islands
$571K +$689K +8,334 New
JI
794
Jeereddi Investments
California
$567K +$684K +8,271 New
NC
795
NinePointTwo Capital
California
$566K
GC
796
Giverny Capital
Quebec, Canada
$565K
GAG
797
Goodman Advisory Group
Massachusetts
$564K +$79.7K +964 +13%
MFG
798
Merit Financial Group
Georgia
$562K +$68.2K +825 +11%
OHIS
799
Oak Harvest Investment Services
Texas
$561K +$7.6K +92 +1%
KP
800
Keel Point
Alabama
$560K -$992 -12 -0.1%