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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2201
Elmwood Wealth Management
California
$833K +$828K +3,935 New
BMC
2202
Beaton Management Company
Massachusetts
$831K +$10.5K +50 +1%
CCM
2203
Cribstone Capital Management
Maine
$830K +$39.8K +189 +5%
HJMC
2204
Hellman Jordan Management Company
Massachusetts
$828K +$823K +3,910 New
WFMPM
2205
Woodley Farra Manion Portfolio Management
Indiana
$827K -$138K -654 -14%
LWA
2206
Lineweaver Wealth Advisors
Ohio
$827K +$72.2K +343 +10%
MIM
2207
Moseley Investment Management
Florida
$825K -$536K -2,547 -40%
PP
2208
Patron Partners
Texas
$824K +$45.9K +218 +6%
CBN
2209
Cadence Bank NA
Texas
$822K +$241K +1,145 +42%
SWM
2210
Sculati Wealth Management
Michigan
$821K +$816K +3,877 New
HG
2211
Harbor Group
New Hampshire
$820K +$10.5K +50 +1%
IIA
2212
IPG Investment Advisors
California
$820K +$29.5K +140 +4%
ASBI
2213
American State Bank (Iowa)
Iowa
$820K -$33.7K -160 -4%
TNA
2214
True North Advisors
Texas
$819K -$31.8K -151 -4%
PGWM
2215
Parisi Gray Wealth Management
New Jersey
$819K +$1.89K +9 +0.2%
ATC
2216
Adirondack Trust Company
New York
$819K +$72.6K +345 +10%
CWP
2217
Concord Wealth Partners
Virginia
$818K +$283K +1,345 +53%
KF
2218
Krilogy Financial
Missouri
$816K -$36.4K -173 -4%
HL
2219
HeadInvest LLC
Maine
$814K +$78.7K +374 +11%
VV
2220
Verity & Verity
South Carolina
$812K -$33.3K -158 -4%
OPPTF
2221
OPSEU Pension Plan Trust Fund
Ontario, Canada
$812K +$28K +133 +4%
HC
2222
Hoese & Co
Minnesota
$812K +$808K +3,837 New
IIM
2223
Ironwood Investment Management
Massachusetts
$811K +$31.2K +148 +4%
GF
2224
Gries Financial
Ohio
$811K +$763K +3,624 New
SIG
2225
Sargent Investment Group
Maryland
$809K +$192K +910 +31%