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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2301
Sather Financial Group
Texas
$445K +$12.1K +92 +3%
UWPG
2302
Ullmann Wealth Partners Group
Florida
$444K +$22.8K +174 +6%
QFA
2303
Quantum Financial Advisors
California
$444K -$525 -4 -0.1%
SF
2304
Slagle Financial
Illinois
$443K -$1.44K -11 -0.3%
KFA
2305
Kelleher Financial Advisors
New York
$442K +$12.2K +93 +3%
SRC
2306
Stone Run Capital
New York
$442K – – –
FFG
2307
Fiduciary Financial Group
California
$442K -$8.4K -64 -2%
FBT
2308
First Bank & Trust
South Dakota
$441K – – –
CPP
2309
Capasso Planning Partners
South Carolina
$441K -$3.54K -27 -0.8%
AA
2310
Apriem Advisors
California
$441K +$5.38K +41 +1%
Members Trust
2311
Members Trust
Florida
$440K +$1.84K +14 +0.4%
LSA
2312
Lion Street Advisors
Texas
$440K -$44.1K -336 -9%
TWM
2313
Tanager Wealth Management
United Kingdom
$439K -$50.7K -386 -11%
LFA
2314
Livelsberger Financial Advisory
Ohio
$438K +$525 +4 +0.1%
OP
2315
ORG Partners
Indiana
$438K -$24.8K -189 -5%
CTI
2316
Community Trust & Investment
Kentucky
$438K -$4.99K -38 -1%
PS
2317
Planned Solutions
California
$438K +$11.7K +89 +3%
EIA
2318
Edgemoor Investment Advisors
Maryland
$438K +$6.7K +51 +2%
MIC
2319
Meridian Investment Counsel
California
$438K – – –
RPGNY
2320
Retirement Planning Group (New York)
New York
$437K – – –
AIM
2321
Arcadia Investment Management
Michigan
$436K -$6.56K -50 -2%
FFS
2322
Founders Financial Securities
Maryland
$436K +$40K +305 +10%
Wedge Capital Management
2323
Wedge Capital Management
North Carolina
$436K +$12.1K +92 +3%
GA
2324
GoalVest Advisory
New York
$436K – – –
RTC
2325
Riverview Trust Company
Washington
$435K – – –