Name Holding Trade Value Shares
Change
Change in
Stake
KWS
1776
Keystone Wealth Services
California
$589K +$2.77K +26 +0.4%
HIC
1777
Holderness Investments Company
North Carolina
$587K – – –
KLWA
1778
Kelly Lawrence W & Associates
California
$587K – – –
DG
1779
DMC Group
Alabama
$585K -$59K -554 -9%
CFC
1780
Coyle Financial Counsel
Illinois
$585K -$26.6K -250 -4%
PFS
1781
Physicians Financial Services
North Carolina
$584K -$36.3K -341 -5%
CT
1782
Columbia Trust
Oregon
$583K +$1.71K +16 +0.3%
NDSI
1783
Newman Dignan & Sheerar Inc
Rhode Island
$582K -$10.3K -97 -2%
GC
1784
GFG Capital
Florida
$581K +$44K +413 +7%
BOM
1785
Bank of Marin
California
$578K -$70.3K -660 -10%
WH
1786
Willner & Heller
California
$577K +$17.2K +161 +3%
WPP
1787
Whalerock Point Partners
Rhode Island
$576K – – –
CAC
1788
Certified Advisory Corp
Florida
$576K +$20.6K +193 +3%
SAM
1789
SignalPoint Asset Management
Missouri
$575K +$16.1K +151 +3%
NVIM
1790
New Vernon Investment Management
Illinois
$573K – – –
ERWM
1791
Elk River Wealth Management
Colorado
$572K -$10.7K -100 -2%
ANBT
1792
American National Bank & Trust
Texas
$571K +$4.69K +44 +0.8%
SCI
1793
Stableford Capital II
Arizona
$570K – – –
SG
1794
StoneX Group
New York
$570K -$156K -1,467 -20%
WEG
1795
World Equity Group
Illinois
$569K +$14.4K +135 +2%
SSW
1796
Smith Shellnut Wilson
Mississippi
$568K +$18.9K +177 +3%
SAM
1797
Sequent Asset Management
Texas
$567K -$36.6K -343 -6%
TRIA
1798
Trail Ridge Investment Advisors
Colorado
$565K -$68.1K -639 -11%
AP
1799
Americana Partners
Texas
$564K -$22.7K -213 -3%
GWANC
1800
Guardian Wealth Advisors (North Carolina)
North Carolina
$564K +$56.4K +529 +10%