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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
2676
Westover Capital Advisors
Delaware
$394K -$94.2K -463 -17%
PIMG
2677
Patriot Investment Management Group
Tennessee
$394K -$5.9K -29 -1%
WAM
2678
WFA Asset Management
Wisconsin
$394K +$31.3K +154 +7%
SWM
2679
Stockman Wealth Management
Montana
$393K -$43.8K -215 -9%
DTC
2680
Davidson Trust Company
Washington
$393K
Aristotle Capital Management
2681
Aristotle Capital Management
California
$391K -$11.2K -55 -2%
EWM
2682
Endurance Wealth Management
Rhode Island
$391K
HCM
2683
Huber Capital Management
California
$391K
MIG
2684
McGuire Investment Group
Rhode Island
$391K
PC
2685
Permanens Capital
New York
$391K
ACP
2686
Aveo Capital Partners
Colorado
$391K +$103K +505 +30%
FNC
2687
First National Corp
Massachusetts
$390K +$51.5K +253 +13%
WDG
2688
Wealth Dimensions Group
Ohio
$389K -$9.16K -45 -2%
P
2689
Palladiem
Pennsylvania
$389K -$3.05K -15 -0.7%
FFC
2690
Fure Financial Corporation
Minnesota
$389K
TFA
2691
Tranquilli Financial Advisor
New Jersey
$388K +$71.8K +353 +19%
NVIM
2692
New Vernon Investment Management
Illinois
$387K
BBW
2693
Blue Barn Wealth
Utah
$386K +$67.2K +330 +18%
SAF
2694
Smith Anglin Financial
Texas
$385K -$15.7K -77 -3%
C1AG
2695
Client 1st Advisory Group
Florida
$384K +$51.9K +255 +13%
LC
2696
Lincoln Capital
Nebraska
$381K +$1.22K +6 +0.3%
SIM
2697
Sadoff Investment Management
Wisconsin
$380K -$9.77K -48 -2%
FPB
2698
First PREMIER Bank
South Dakota
$380K
WP
2699
WealthSpring Partners
California
$378K +$433K +2,130 New
VFPI
2700
Vantage Financial Partners (Illinois)
Illinois
$378K