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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
701
Hamilton Point Investment Advisors
North Carolina
$5.29M +$50.9K +1,086 +0.9%
GIA
702
Gladstone Institutional Advisory
Florida
$5.28M -$28.6K -610 -0.5%
PWW
703
Pettyjohn Wood & White
Virginia
$5.26M -$92.2K -1,966 -2%
SWM
704
Scissortail Wealth Management
Oklahoma
$5.26M +$47.9K +1,020 +0.8%
FG
705
Fiduciary Group
Georgia
$5.23M -$39.9K -851 -0.7%
AWM
706
Apollon Wealth Management
South Carolina
$5.22M +$711K +15,165 +14%
KFP
707
KMG Fiduciary Partners
Ohio
$5.22M +$1.06M +22,554 +22%
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$5.19M +$4.84M +103,241 +535%
BCFS
709
Butensky & Cohen Financial Security
Florida
$5.17M +$97.9K +2,087 +2%
ITC
710
Inspire Trust Company
Nevada
$5.17M
MDCM
711
Morgan Dempsey Capital Management
Wisconsin
$5.16M +$176K +3,751 +3%
WIC
712
WealthBridge Investment Counsel
Alberta, Canada
$5.16M
WIM
713
WealthPlan Investment Management
Nebraska
$5.16M -$1.21M -25,855 -18%
GIC
714
Generali Investments CEE
Czech Republic
$5.15M -$1.13M -24,023 -16%
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.13M -$147K -3,135 -3%
IWM
716
IHT Wealth Management
Illinois
$5.12M +$26.2K +558 +0.5%
SF
717
Symphony Financial
Texas
$5.12M +$99.9K +2,130 +2%
CAG
718
Csenge Advisory Group
Florida
$5.09M +$2.6M +55,321 +85%
BTW
719
Boston Trust Walden
Massachusetts
$5.08M +$54.4K +1,160 +1%
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$5.01M -$1.64M -34,889 -23%
AM
721
AGF Management
Ontario, Canada
$5M -$66.9K -1,427 -1%
AMG
722
Advisors Management Group
Wisconsin
$4.98M -$95.3K -2,031 -2%
AHC
723
Adell Harriman & Carpenter
Texas
$4.94M -$45.7K -975 -0.8%
AMAL
724
Asset Management Advisors LLC
Oklahoma
$4.94M -$178K -3,800 -3%
TLP
725
Trinity Legacy Partners
Texas
$4.93M +$239K +5,088 +5%