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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2576
CoreFirst Bank & Trust
Kansas
$261K – – –
EMAM
2577
Encompass More Asset Management
California
$260K -$1.02K -9 -0.4%
GFPC
2578
Global Financial Private Client
Florida
$260K +$4.52K +40 +2%
HFP
2579
Holistic Financial Partners
Indiana
$260K -$18.6K -165 -6%
SIA
2580
Sage Investment Advisers
New York
$259K +$286K +2,531 New
CWG
2581
Crown Wealth Group
North Carolina
$259K +$33.6K +298 +13%
LBC
2582
Lane Brothers & Co
Arizona
$259K -$1.13K -10 -0.4%
GSWM
2583
Greenup Street Wealth Management
Michigan
$258K -$5.08K -45 -2%
GWAG
2584
Garrett Wealth Advisory Group
Texas
$258K +$82.3K +729 +41%
CISOA
2585
Capital Investment Services of America
Wisconsin
$257K -$8.81K -78 -3%
RG
2586
RHL Group
Michigan
$257K +$35.5K +314 +14%
HA
2587
Harfst & Associates
Wyoming
$257K -$69.2K -613 -20%
PW
2588
PUREfi Wealth
Massachusetts
$257K -$27.2K -241 -9%
MCM
2589
Morton Capital Management
California
$257K +$40.9K +362 +17%
EW
2590
Elyxium Wealth
California
$256K -$38.2K -338 -12%
HAS
2591
HBW Advisory Services
California
$256K +$23.6K +209 +9%
Lazard Frères Gestion
2592
Lazard Frères Gestion
France
$256K – – –
MC
2593
Mathes Company
New York
$256K – – –
PB
2594
Prosperity Bancshares
Texas
$256K -$74.9K -663 -21%
NIM
2595
Nexus Investment Management
Ontario, Canada
$256K – – –
WP
2596
Waycross Partners
Kentucky
$256K – – –
LKBC
2597
L.K. Benson & Company
Maryland
$255K – – –
RWI
2598
Red Wave Investments
Pennsylvania
$255K +$18.7K +166 +7%
GSIS
2599
Global Strategic Investment Solutions
Arizona
$255K +$15.1K +134 +6%
CNAM
2600
Campbell Newman Asset Management
Wisconsin
$255K -$26.5M -235,133 -99%