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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1026
Capital Wealth Planning
Florida
$435K +$420K +4,680 New
CF
1027
Centaurus Financial
California
$435K +$244K +2,719 +139%
AWM
1028
Apollon Wealth Management
South Carolina
$431K -$216K -2,409 -34%
NCM
1029
Narwhal Capital Management
Georgia
$430K – – –
TCOO
1030
Trust Company of Oklahoma
Oklahoma
$428K +$125K +1,392 +43%
LI
1031
LMCG Investments
Massachusetts
$427K -$5.11M -56,899 -93%
RBC
1032
Romano Brothers & Co
Illinois
$425K -$898 -10 -0.2%
PCM
1033
Parsons Capital Management
Rhode Island
$424K +$18.9K +210 +5%
PSCM
1034
Per Stirling Capital Management
Texas
$422K -$55.1K -614 -12%
CWM
1035
Cornerstone Wealth Management
Missouri
$421K +$406K +4,523 New
GIA
1036
Guyasuta Investment Advisors
Pennsylvania
$420K – – –
AIA
1037
Armor Investment Advisors
North Carolina
$419K – – –
FMAEN1
1038
Fund Management at Engine No 1
California
$419K +$404K +4,500 New
SVWAG
1039
Sound View Wealth Advisors Group
Georgia
$418K +$29.3K +326 +8%
Koshinski Asset Management
1040
Koshinski Asset Management
Illinois
$418K -$22.9K -255 -5%
PMA
1041
Prudent Man Advisors
Illinois
$417K +$20.9K +233 +5%
ZIMP
1042
Zimmermann Investment Management & Planning
Pennsylvania
$416K +$402K +4,477 New
GAG
1043
Goodman Advisory Group
Massachusetts
$415K -$1.02M -11,385 -72%
Luther King Capital Management (LKCM)
1044
Luther King Capital Management (LKCM)
Texas
$414K -$74.4K -829 -16%
CG
1045
Clifford Group
Massachusetts
$411K +$27.2K +303 +7%
CWA
1046
Canvas Wealth Advisors
Kansas
$411K -$168K -1,869 -28%
PGA
1047
Portland Global Advisors
Maine
$410K -$19.7K -220 -5%
SAI
1048
Systematic Alpha Investments
New Jersey
$409K – – –
SWM
1049
Seed Wealth Management
Illinois
$407K -$6.73K -75 -2%
BWP
1050
Baldwin Wealth Partners
Massachusetts
$406K +$6.55K +73 +2%