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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
451
AR Asset Management
California
$334K
HCM
452
Hall Capital Management
Rhode Island
$328K +$6.18K +110 +2%
KLI
453
Kelman-Lazarov Inc
Tennessee
$326K
MFA
454
Mayflower Financial Advisors
Massachusetts
$326K +$320K +5,704 New
AIM
455
Alhambra Investment Management
Florida
$322K
LAM
456
Lountzis Asset Management
Pennsylvania
$321K
CWM
457
Circle Wealth Management
New Jersey
$319K +$56 +1 +0%
CBA
458
Coastal Bridge Advisors
Connecticut
$318K +$225 +4 +0.1%
SYBT
459
Stock Yards Bank & Trust
Kentucky
$315K -$40.4K -719 -12%
AIM
460
Aspen Investment Management
Michigan
$315K
PL
461
Parthenon LLC
Kentucky
$309K +$24.7K +440 +9%
AAS
462
Avantax Advisory Services
Texas
$307K -$151K -2,680 -33%
H
463
HoyleCohen
California
$307K
CIA
464
Capital Investment Advisors
Georgia
$307K +$56 +1 +0%
TAM
465
Taurus Asset Management
New York
$306K
BFO
466
Biltmore Family Office
North Carolina
$305K -$104K -1,850 -26%
PCG
467
Private Capital Group
Connecticut
$305K +$14.7K +261 +5%
RZH
468
Relyea Zuckerberg Hanson
Connecticut
$303K +$80.9K +1,440 +37%
ET
469
Equitable Trust
Tennessee
$302K
Fayez Sarofim & Co
470
Fayez Sarofim & Co
Texas
$302K
ACA
471
Atlas Capital Advisors
Wyoming
$302K -$65.5K -1,166 -18%
SWRP
472
Summit Wealth & Retirement Planning
California
$301K
OPW
473
Oxler Private Wealth
New York
$298K +$294K +5,230 New
PTP
474
Platform Technology Partners
New York
$297K -$1.85K -33 -0.6%
BCM
475
Bluefin Capital Management
New York
$297K +$292K +5,200 New