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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1001
Beacon Investment Advisory Services
New Jersey
$453K -$432K -4,111 -49%
BI
1002
Ballast Inc
Kentucky
$451K
SWM
1003
Segment Wealth Management
Texas
$450K
CI
1004
CX Institutional
Indiana
$449K -$16.9K -161 -4%
CIAS
1005
Capital Investment Advisory Services
North Carolina
$449K -$16.2K -154 -3%
TA
1006
TrueWealth Advisors
Alabama
$447K +$420 +4 +0.1%
OBGC
1007
O'Brien Greene & Co
Pennsylvania
$447K -$5.25K -50 -1%
TA
1008
TFG Advisers
Michigan
$445K +$12.1K +115 +3%
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$443K
HSWM
1010
Hubbell Strickland Wealth Management
Louisiana
$439K +$210 +2 +0%
BWM
1011
Baron Wealth Management
Michigan
$439K -$58.4K -556 -12%
BFA
1012
Brendel Financial Advisors
New Hampshire
$433K -$3.41M -32,484 -89%
PAMG
1013
Patton Albertson Miller Group
Tennessee
$432K +$235K +2,238 +120%
NB
1014
Nicolet Bankshares
Wisconsin
$431K +$35K +333 +9%
MAM
1015
Madison Asset Management
Wisconsin
$431K -$16.9K -161 -4%
SFG
1016
SevenBridge Financial Group
Pennsylvania
$430K
TNA
1017
True North Advisors
Texas
$427K +$2.84K +27 +0.7%
AG
1018
AlTi Global
New York
$426K +$7.36K +70 +2%
ANC
1019
Ames National Corp
Iowa
$426K
PWS
1020
Peloton Wealth Strategists
Indiana
$422K
ETS
1021
ESL Trust Services
New York
$422K
FNC
1022
First National Corp
Massachusetts
$422K
PP
1023
Pingora Partners
Wyoming
$422K
Luther King Capital Management (LKCM)
1024
Luther King Capital Management (LKCM)
Texas
$421K -$46.5K -443 -10%
FFS
1025
Founders Financial Securities
Maryland
$421K -$32.2K -306 -7%