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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1726
Boltwood Capital Management
California
$310K
TC
1727
Truvestments Capital
Florida
$310K +$105K +225 +55%
CAM
1728
Cozad Asset Management
Illinois
$309K +$23.3K +50 +9%
BHBT
1729
Burke & Herbert Bank & Trust
Virginia
$308K -$465 -1 -0.2%
XM
1730
XTX Markets
New York
$307K +$291K +625 New
PCM
1731
Pennsylvania Capital Management
Pennsylvania
$304K -$710K -1,526 -71%
DI
1732
DFPG Investments
Utah
$304K +$2.33K +5 +0.8%
PPP
1733
Private Portfolio Partners
New Jersey
$301K +$12.6K +27 +5%
QPWM
1734
Quadrant Private Wealth Management
Pennsylvania
$300K -$42.3K -91 -13%
BCM
1735
Buckhead Capital Management
Georgia
$300K +$285K +612 New
HAS
1736
HBW Advisory Services
California
$299K -$34.4K -74 -11%
TTWM
1737
TCV Trust & Wealth Management
Virginia
$299K
ORI
1738
Oak Ridge Investments
Illinois
$297K +$281K +605 New
WAOI
1739
Wealth Advisors of Iowa
Iowa
$296K -$181K -390 -39%
CCC
1740
Chelsea Counsel Company
California
$296K -$2.33K -5 -0.8%
BWM
1741
BT Wealth Management
Georgia
$294K
FWM
1742
FSA Wealth Management
Massachusetts
$294K
PMG
1743
Private Management Group
California
$294K
CWAG
1744
Compton Wealth Advisory Group
Virginia
$292K
MCG
1745
McCollum Christoferson Group
New York
$289K
WF
1746
WoodTrust Financial
Wisconsin
$289K +$2.33K +5 +0.9%
MSAM
1747
Moloney Securities Asset Management
Missouri
$288K +$6.05K +13 +2%
BG
1748
Bollard Group
Massachusetts
$288K +$140K +300 +105%
MIG
1749
McGuire Investment Group
Rhode Island
$287K
ST
1750
Spinnaker Trust
Maine
$287K +$6.98K +15 +3%