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Name Holding Trade Value Shares
Change
Change in
Stake
T
2576
TOBAM
France
$267K -$78.7K -681 -22%
GC
2577
GatePass Capital
Ohio
$267K +$273K +2,359 New
RWI
2578
Red Wave Investments
Pennsylvania
$266K – – –
B
2579
Bellecapital
Switzerland
$266K -$41K -355 -13%
GPA
2580
Garrison Point Advisors
California
$266K – – –
LFASL
2581
Lugano Financial Advisors SA (LFA)
Switzerland
$265K – – –
BA
2582
Bristlecone Advisors
Washington
$265K +$34.7K +300 +15%
Truepoint Inc
2583
Truepoint Inc
Ohio
$265K +$19.6K +170 +8%
6F
2584
626 Financial
Michigan
$264K +$578 +5 +0.2%
BWA
2585
Burt Wealth Advisors
Maryland
$264K -$36.3K -314 -12%
LI
2586
Lafayette Investments
Maryland
$264K -$4.62K -40 -2%
MFC
2587
Morris Financial Concepts
South Carolina
$263K +$11K +95 +4%
BEAM
2588
Baker Ellis Asset Management
Washington
$263K – – –
ANC
2589
Ames National Corp
Iowa
$263K +$269K +2,325 New
WFA
2590
Wellspring Financial Advisors
Ohio
$263K +$15K +130 +6%
MWPCG
2591
Measured Wealth Private Client Group
New Hampshire
$263K – – –
GFPC
2592
Global Financial Private Client
Florida
$262K +$2.66K +23 +1%
FOA
2593
Five Oceans Advisors
California
$262K +$3.7K +32 +1%
SGCA
2594
Steel Grove Capital Advisors
Tennessee
$262K +$6.7K +58 +3%
Circle Wealth Management
2595
Circle Wealth Management
New Jersey
$262K -$17.1K -148 -6%
AF
2596
Alerus Financial
North Dakota
$262K -$24K -208 -8%
IDBONY
2597
Israel Discount Bank of New York
New York
$260K -$1.62K -14 -0.6%
CP
2598
Creekside Partners
California
$259K – – –
CASB
2599
Cape Ann Savings Bank
Massachusetts
$259K -$18.5K -160 -7%
CCMW
2600
Cypress Capital Management (Wyoming)
Wyoming
$259K -$25.4K -220 -9%