Name Holding Trade Value Shares
Change
Change in
Stake
MSS
1676
Mitchell Sinkler & Starr
Pennsylvania
$806K -$10.1K -250 -1%
RWM
1677
Revisor Wealth Management
Ohio
$806K +$242K +5,954 +43%
LAM
1678
Lewis Asset Management
California
$803K -$187K -4,605 -19%
OIM
1679
Orca Investment Management
Oregon
$800K -$50.7K -1,251 -6%
SMA
1680
Sage Mountain Advisors
Georgia
$800K -$492K -12,138 -38%
CCWA
1681
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$799K +$280K +6,899 +54%
HCM
1682
Hodges Capital Management
Texas
$798K -$310K -7,642 -28%
CAG
1683
Crestwood Advisors Group
Massachusetts
$798K -$54.6K -1,346 -6%
ACM
1684
Advance Capital Management
Michigan
$798K +$1.14K +28 +0.1%
HTIM
1685
Harbour Trust & Investment Management
Indiana
$795K -$76.1K -1,875 -9%
MVA
1686
Mount Vernon Associates
Maryland
$794K – – –
TWP
1687
Tempus Wealth Planning
California
$794K -$220K -5,433 -22%
LAM
1688
L2 Asset Management
Massachusetts
$793K +$52.9K +1,305 +7%
PFBT
1689
Parkside Financial Bank & Trust
Missouri
$792K -$153K -3,760 -16%
OCM
1690
Orleans Capital Management
Louisiana
$791K -$120K -2,951 -13%
LFA
1691
Legacy Financial Advisors
Kentucky
$790K -$92.7K -2,286 -11%
MAM
1692
MWA Asset Management
Massachusetts
$789K -$488K -12,042 -38%
VAM
1693
Verity Asset Management
North Carolina
$785K +$14.7K +363 +2%
FCA
1694
FLC Capital Advisors
California
$785K -$41.1K -1,014 -5%
LF
1695
Lantz Financial
Illinois
$783K -$149K -3,672 -16%
CCP
1696
Cane Capital Partners
Louisiana
$783K +$780K +19,220 New
ICA
1697
Infrastructure Capital Advisors
New York
$783K +$42.3K +1,044 +6%
ACS
1698
Archford Capital Strategies
Illinois
$783K -$771 -19 -0.1%
RPCONE
1699
Retirement Planning Company of New England
Rhode Island
$782K -$28.9K -712 -4%
FFBTD
1700
First Financial Bank - Trust Division
Ohio
$778K -$20.6K -509 -3%