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Name Holding Trade Value Shares
Change
Change in
Stake
KP
601
Keel Point
Alabama
$261K +$8.1K +157 +3%
LOAME
602
Lombard Odier Asset Management (Europe)
United Kingdom
$260K
LWAC
603
Laurel Wealth Advisors (California)
California
$259K +$52 +1 +0%
AFA
604
Abacus FCF Advisors
Florida
$258K +$125K +2,431 +104%
MYAM
605
Meiji Yasuda Asset Management
Japan
$256K -$241K -4,673 -50%
AWP
606
Ascent Wealth Partners
New York
$255K
PVWM
607
Point View Wealth Management
New Jersey
$255K +$103 +2 +0%
GEA
608
Glen Eagle Advisors
New Jersey
$252K -$7.22K -140 -3%
ONB
609
Old National Bancorp
Indiana
$252K +$22.3K +432 +10%
BOTW
610
Bank of the West
California
$251K -$3.71K -72 -2%
CIAS
611
Capital Investment Advisory Services
North Carolina
$251K +$239K +4,636 New
CWP
612
Capital Wealth Planning
Florida
$248K
SFSG
613
Stearns Financial Services Group
North Carolina
$246K -$2.63K -51 -1%
BSW
614
Buckingham Strategic Wealth
Missouri
$245K -$24.4K -472 -9%
RIM
615
Rampart Investment Management
Connecticut
$244K +$183K +3,548 +370%
HCP
616
Holt Capital Partners
Texas
$243K
FIM
617
Freedom Investment Management
Connecticut
$241K -$716K -13,885 -76%
CAM
618
Concorde Asset Management
Michigan
$239K +$1.14K +22 +0.5%
RCM
619
RNC Capital Management
California
$238K +$3.25K +63 +1%
RIL
620
Rothschild Investment LLC
Illinois
$237K
SCA
621
Sippican Capital Advisors
Massachusetts
$236K -$11K -213 -5%
MCM
622
MAI Capital Management
Ohio
$236K +$2.48K +48 +1%
GAAM
623
Guinness Atkinson Asset Management
California
$235K
KFP
624
Keystone Financial Planning
Ohio
$232K
SC
625
SouthState Corp
Florida
$231K -$1.34K -26 -0.6%