Name Holding Trade Value Shares
Change
Change in
Stake
CNB
2451
Camden National Bank
Maine
$369K -$16K -122 -4%
LA
2452
LexAurum Advisors
Kansas
$369K +$14.3K +109 +4%
GAM
2453
Gemmer Asset Management
California
$368K +$10.2K +78 +3%
EW
2454
Elyxium Wealth
California
$368K +$656 +5 +0.2%
GSF
2455
Grove Street Fiduciary
New Hampshire
$368K – – –
GSCM
2456
Greenfield Seitz Capital Management
Texas
$367K – – –
WFA
2457
WJ Financial Advisors
Connecticut
$367K +$359K +2,738 New
TI
2458
TrueMark Investments
Illinois
$366K -$1.2M -9,169 -77%
HWM
2459
Hemington Wealth Management
Virginia
$366K +$20K +152 +6%
OPTFSNA
2460
Old Point Trust & Financial Services N A
Virginia
$365K – – –
SWM
2461
Sterling Wealth Management
Illinois
$365K -$10.8K -82 -3%
TCB
2462
Texas Capital Bancshares
Texas
$365K -$302K -2,301 -46%
CVA
2463
Central Valley Advisors
California
$365K +$1.31K +10 +0.4%
AIFAIM
2464
American Institute for Advanced Investment Management
Arizona
$364K – – –
EGWAG
2465
Elwood & Goetz Wealth Advisory Group
Georgia
$364K +$34.9K +266 +11%
PCH
2466
PGIM Custom Harvest
New Jersey
$363K +$31.5K +240 +10%
FMN
2467
Financial Management Network
California
$363K +$79.4K +605 +29%
CA
2468
Carson Advisory
Georgia
$363K -$2.49K -19 -0.7%
BHC
2469
Bowen Hanes & Co
Florida
$362K – – –
EW
2470
Enzi Wealth
Texas
$362K +$5.64K +43 +2%
LFASL
2471
Lugano Financial Advisors SA (LFA)
Switzerland
$361K – – –
BI
2472
Ballast Inc
Kentucky
$361K – – –
LSC
2473
Lesa Sroufe & Co
Washington
$360K – – –
EW
2474
Evexia Wealth
Wisconsin
$359K +$1.57K +12 +0.4%
PMG
2475
ProVise Management Group
Florida
$359K -$80.5K -613 -19%