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Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1751
Clark Capital Management Group
Pennsylvania
$329K +$318K +2,883 New
SFM
1752
Signet Financial Management
New Jersey
$328K +$58.1K +526 +22%
BW
1753
Bison Wealth
Georgia
$327K -$82.1K -743 -21%
CFMC
1754
Curbstone Financial Management Corp
New Hampshire
$325K -$359K -3,250 -53%
HCP
1755
Holt Capital Partners
Texas
$325K
XS
1756
XML Securities
Maryland
$324K +$314K +2,840 New
CIP
1757
Convergence Investment Partners
Florida
$323K +$11.4K +103 +4%
LA
1758
LexAurum Advisors
Kansas
$323K +$297K +2,691 New
BC
1759
Barnett & Company
Tennessee
$320K -$22.1K -200 -7%
TW
1760
Transform Wealth
Colorado
$320K
SCA
1761
Sippican Capital Advisors
Massachusetts
$319K -$17.1K -155 -5%
SAA
1762
Southeast Asset Advisors
Georgia
$319K
DWM
1763
Dakota Wealth Management
Florida
$319K +$309K +2,801 New
MCA
1764
Morris Capital Advisors
Pennsylvania
$314K
WRM
1765
Weybosset Research & Management
Rhode Island
$313K +$1.99K +18 +0.7%
NWS
1766
Newport Wealth Strategies
California
$313K +$279K +2,523 New
AIP
1767
Ahrens Investment Partners
Louisiana
$310K +$8.28K +75 +3%
WDL
1768
Well Done LLC
Michigan
$309K -$1.44M -12,998 -83%
PCM
1769
Pointe Capital Management
Michigan
$309K -$90.3K -818 -23%
BCP
1770
Berkeley Capital Partners
Georgia
$309K -$8.61K -78 -3%
AWM
1771
Altium Wealth Management
New York
$309K +$300K +2,714 New
SIA
1772
Starfire Investment Advisers
Michigan
$309K +$300K +2,714 New
SCM
1773
SOL Capital Management
Maryland
$308K -$63.3K -573 -18%
Aristotle Capital Management
1774
Aristotle Capital Management
California
$308K
SIG
1775
Sky Investment Group
Connecticut
$306K