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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2526
Accel Wealth Management
Iowa
$285K -$14.6K -126 -5%
PP
2527
Patron Partners
Texas
$284K – – –
CBB
2528
Citizens Business Bank
California
$284K -$105K -910 -36%
SHA
2529
Seneca House Advisors
Virginia
$283K +$1.73K +15 +0.6%
BFC
2530
Bedel Financial Consulting
Indiana
$283K +$14.8K +128 +6%
AWA
2531
AGH Wealth Advisors
Kansas
$283K +$289K +2,503 New
SCM
2532
Seascape Capital Management
New Hampshire
$283K -$31.4K -272 -10%
AW
2533
Alteri Wealth
California
$283K +$289K +2,502 New
Meitav Investment House
2534
Meitav Investment House
Israel
$283K -$867K -7,500 -75%
BLAM
2535
Bourne Lent Asset Management
New York
$283K – – –
HCM
2536
Hengehold Capital Management
Ohio
$282K – – –
Lazard Frères Gestion
2537
Lazard Frères Gestion
France
$282K – – –
NIM
2538
Nexus Investment Management
Ontario, Canada
$282K -$92.4K -800 -24%
SPI
2539
Sutton Place Investors
New York
$281K +$9.24K +80 +3%
CF
2540
Claris Financial
Virginia
$280K +$286K +2,473 New
NL
2541
Navalign LLC
California
$280K -$8.09K -70 -3%
IA
2542
Insight Advisors
Pennsylvania
$280K +$578 +5 +0.2%
BTC
2543
Bank & Trust Company
Illinois
$279K – – –
WCM
2544
Washburn Capital Management
Florida
$279K +$285K +2,469 New
GPW
2545
Genesis Private Wealth
Virginia
$278K +$284K +2,456 New
FFA
2546
Florida Financial Advisors
Florida
$277K +$72.5K +627 +34%
DFG
2547
Demars Financial Group
Washington
$277K -$12.7K -110 -4%
LWM
2548
Lakeridge Wealth Management
Ohio
$277K -$11.8K -102 -4%
EFA
2549
Edge Financial Advisors
Illinois
$277K +$809 +7 +0.3%
VAF
2550
Values Added Financial
District of Columbia
$277K +$2.08K +18 +0.7%