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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2326
Stone Run Capital
New York
$449K – – –
PMG
2327
ProVise Management Group
Florida
$448K -$26.1K -198 -6%
FBT
2328
First Bank & Trust
South Dakota
$448K +$1.71K +13 +0.4%
CCP
2329
Carmel Capital Partners
California
$446K -$35.7K -271 -8%
LEA
2330
Legacy Edge Advisors
New York
$445K +$15.4K +117 +4%
Members Trust
2331
Members Trust
Florida
$445K +$21K +159 +5%
MS
2332
Maven Securities
Jersey
$445K +$432K +3,273 New
LFA
2333
Livelsberger Financial Advisory
Ohio
$445K +$55.4K +420 +15%
MIC
2334
Meridian Investment Counsel
California
$444K +$33K +250 +8%
RPGNY
2335
Retirement Planning Group (New York)
New York
$444K -$923 -7 -0.2%
SPL
2336
Smart Portfolios LLC
Washington
$444K – – –
MPAM
2337
Murphy Pohlad Asset Management
Minnesota
$443K +$3.3K +25 +0.8%
GA
2338
GoalVest Advisory
New York
$442K -$1.85K -14 -0.4%
RTC
2339
Riverview Trust Company
Washington
$442K -$773K -5,863 -64%
AA
2340
Apriem Advisors
California
$442K – – –
TAM
2341
Titleist Asset Management
Texas
$441K -$7.52K -57 -2%
FFO
2342
Fortitude Family Office
Arizona
$441K +$45.8K +347 +12%
EFG
2343
Ethos Financial Group
Pennsylvania
$439K +$16.7K +127 +4%
SFG
2344
Sather Financial Group
Texas
$439K +$158K +1,200 +59%
CAS
2345
CTC Alternative Strategies
Illinois
$438K -$148K -1,120 -26%
HA
2346
Harfst & Associates
Wyoming
$438K -$495K -3,756 -54%
EIA
2347
Edgemoor Investment Advisors
Maryland
$437K +$21.4K +162 +5%
KFA
2348
Kelleher Financial Advisors
New York
$436K -$12.8K -97 -3%
BWG
2349
Beta Wealth Group
California
$436K +$105K +800 +33%
BTWM
2350
Brass Tax Wealth Management
Ohio
$435K +$28.6K +217 +7%