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Name Holding Trade Value Shares
Change
Change in
Stake
SF
2301
Slagle Financial
Illinois
$443K -$1.44K -11 -0.3%
KFA
2302
Kelleher Financial Advisors
New York
$442K +$12.2K +93 +3%
SRC
2303
Stone Run Capital
New York
$442K
FFG
2304
Fiduciary Financial Group
California
$442K -$8.4K -64 -2%
FBT
2305
First Bank & Trust
South Dakota
$441K
CPP
2306
Capasso Planning Partners
South Carolina
$441K -$3.54K -27 -0.8%
AA
2307
Apriem Advisors
California
$441K +$5.38K +41 +1%
Members Trust
2308
Members Trust
Florida
$440K +$1.84K +14 +0.4%
LSA
2309
Lion Street Advisors
Texas
$440K -$44.1K -336 -9%
TWM
2310
Tanager Wealth Management
United Kingdom
$439K -$50.7K -386 -11%
LFA
2311
Livelsberger Financial Advisory
Ohio
$438K +$525 +4 +0.1%
OP
2312
ORG Partners
Indiana
$438K -$24.8K -189 -5%
CTI
2313
Community Trust & Investment
Kentucky
$438K -$4.99K -38 -1%
PS
2314
Planned Solutions
California
$438K +$11.7K +89 +3%
EIA
2315
Edgemoor Investment Advisors
Maryland
$438K +$6.7K +51 +2%
MIC
2316
Meridian Investment Counsel
California
$438K
RPGNY
2317
Retirement Planning Group (New York)
New York
$437K
AIM
2318
Arcadia Investment Management
Michigan
$436K -$6.56K -50 -2%
FFS
2319
Founders Financial Securities
Maryland
$436K +$40K +305 +10%
WCM
2320
Wedge Capital Management
North Carolina
$436K +$12.1K +92 +3%
GA
2321
GoalVest Advisory
New York
$436K
RTC
2322
Riverview Trust Company
Washington
$435K
OCM
2323
Osterweis Capital Management
California
$435K -$132K -1,007 -24%
PWP
2324
Precedent Wealth Partners
Texas
$435K +$41.5K +316 +11%
ODIJL
2325
One Day In July LLC
Vermont
$434K -$25.2K -192 -6%