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Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
2326
Canandaigua National Trust of Florida
New York
$373K +$6.82K +59 +2%
LSIA
2327
LaSalle St. Investment Advisors
Illinois
$373K +$43.6K +377 +13%
FBT
2328
First Bank & Trust
South Dakota
$373K -$19.1K -165 -5%
PHWM
2329
Pine Harbor Wealth Management
Maryland
$372K -$19.6K -170 -5%
CWM
2330
Centric Wealth Management
Illinois
$371K – – –
RCM
2331
Raleigh Capital Management
North Carolina
$370K +$1.62K +14 +0.4%
CTI
2332
Community Trust & Investment
Kentucky
$370K – – –
BW
2333
BXM Wealth
Colorado
$370K +$378K +3,269 New
FB
2334
First Bancorp
Maine
$370K -$2.77K -24 -0.7%
SPL
2335
Smart Portfolios LLC
Washington
$369K – – –
GA
2336
GoalVest Advisory
New York
$368K – – –
WFMPM
2337
Woodley Farra Manion Portfolio Management
Indiana
$368K – – –
CS
2338
Capital Square
Tennessee
$368K +$8.9K +77 +3%
UIM
2339
Unified Investment Management
Georgia
$368K +$376K +3,250 New
RPGNY
2340
Retirement Planning Group (New York)
New York
$368K +$375K +3,249 New
FWM
2341
Foguth Wealth Management
Michigan
$367K -$1.73K -15 -0.5%
POIA
2342
Pin Oak Investment Advisors
Texas
$367K – – –
PA
2343
Probity Advisors
Texas
$366K -$32.8K -284 -8%
CISOA
2344
Capital Investment Services of America
Wisconsin
$366K +$17.3K +150 +5%
WAG
2345
Winthrop Advisory Group
Massachusetts
$365K -$2.54K -22 -0.7%
BBW
2346
Blue Barn Wealth
Utah
$365K -$18.4K -159 -5%
NRW
2347
Nova R Wealth
Kansas
$363K +$347 +3 +0.1%
RPCA
2348
Running Point Capital Advisors
California
$362K -$2.54K -22 -0.7%
ECA
2349
Elevated Capital Advisors
Utah
$361K +$5.66K +49 +2%
MHC
2350
May Hill Capital
Massachusetts
$360K +$368K +3,186 New