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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
2201
Financial Security Advisor
Virginia
$391K +$1.27K +12 +0.3%
FB
2202
First Bancorp
Maine
$389K – – –
CWA
2203
Consilium Wealth Advisory
Texas
$389K -$985K -9,292 -71%
LC
2204
Lavaca Capital
Texas
$389K -$296K -2,793 -43%
JSW
2205
Journey Strategic Wealth
New Jersey
$388K +$153K +1,444 +63%
EGA
2206
Eagle Global Advisors
Texas
$387K -$44.5K -420 -10%
JWA
2207
JFS Wealth Advisors
Pennsylvania
$387K -$2.23K -21 -0.6%
MKA
2208
M. Kulyk & Associates
Georgia
$387K – – –
HOWA
2209
Heritage Oak Wealth Advisors
Florida
$386K +$394K +3,718 New
LSA
2210
Lion Street Advisors
Texas
$386K -$9.33K -88 -2%
ACM
2211
Argyle Capital Management
Pennsylvania
$386K -$307K -2,900 -44%
MA
2212
MBA Advisors
Pennsylvania
$386K +$9.12K +86 +2%
CCM
2213
Crew Capital Management
Ohio
$384K -$3.71K -35 -0.9%
SRL
2214
Scientech Research LLC
New Jersey
$384K +$392K +3,693 New
YC
2215
Yarbrough Capital
Tennessee
$384K – – –
SCA
2216
Sippican Capital Advisors
Massachusetts
$383K -$34.5K -325 -8%
PTC
2217
Petrus Trust Company
Texas
$383K – – –
CIG
2218
Cullen Investment Group
Louisiana
$383K -$28.1K -265 -7%
LIM
2219
Lathrop Investment Management
Arkansas
$383K – – –
PCM
2220
Pointe Capital Management
Michigan
$382K -$25.1K -237 -6%
RCWM
2221
Royal Capital Wealth Management
Indiana
$382K +$318 +3 +0.1%
CFG
2222
Carr Financial Group
Massachusetts
$381K +$1.7K +16 +0.4%
AIFAIM
2223
American Institute for Advanced Investment Management
Arizona
$381K -$49.8K -470 -11%
CHA
2224
Cooper/Haims Advisors
New York
$377K -$63.6K -600 -14%
FPFS
2225
First Personal Financial Services
North Carolina
$377K -$10.6K -100 -3%