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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2326
CBIZ Investment Advisory Services
Ohio
$222K +$19.7K +46 +9%
V
2327
VeraBank
Texas
$221K -$2.14K -5 -0.9%
HFS
2328
Howard Financial Services
Texas
$221K +$36.9K +86 +18%
FFWA
2329
FRG Family Wealth Advisors
Washington
$220K -$45K -105 -15%
BI
2330
Bolthouse Investments
California
$219K – – –
JB Capital
2331
JB Capital
Connecticut
$219K -$4.72K -11 -2%
BC
2332
Bayforest Capital
United Kingdom
$219K +$244K +570 New
RFG
2333
Range Financial Group
Oregon
$219K +$244K +570 New
RLH
2334
RD Lewis Holdings
Florida
$218K – – –
MIM
2335
Moseley Investment Management
Florida
$218K -$30K -70 -11%
G
2336
GenTrust
Florida
$218K -$8.58K -20 -3%
RF
2337
Rossby Financial
Florida
$218K -$133K -311 -34%
WCM
2338
Winthrop Capital Management
Indiana
$218K +$9.43K +22 +4%
CFS
2339
CGC Financial Services
Oregon
$217K – – –
CWS
2340
Cypress Wealth Services
California
$217K +$3K +7 +1%
GAA
2341
Global Assets Advisory
Florida
$217K +$256K +596 New
EL
2342
EWA LLC
Pennsylvania
$217K -$12.9K -30 -5%
BHBT
2343
Burke & Herbert Bank & Trust
Virginia
$217K – – –
ALA
2344
Atlas Legacy Advisors
California
$217K +$7.29K +17 +3%
OAM
2345
Oak Asset Management
California
$216K -$155K -362 -39%
WWC
2346
Waypoint Wealth Counsel
Georgia
$216K +$241K +563 New
TA
2347
TFG Advisers
Michigan
$216K – – –
PFG
2348
PAX Financial Group
Texas
$216K -$416K -971 -63%
WMA
2349
West Michigan Advisors
Michigan
$216K +$20.2K +47 +9%
CP
2350
Clarendon Private
Massachusetts
$215K -$10.3K -24 -4%