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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1201
Rockline Wealth Management
New York
$270K – – –
FLI
1202
Family Legacy Inc
South Carolina
$270K +$11.7K +107 +4%
PWPS
1203
Pinnacle Wealth Planning Services
Ohio
$270K -$132K -1,215 -32%
KWM
1204
Kaydan Wealth Management
Michigan
$270K – – –
GSB
1205
Greenfield Savings Bank
Massachusetts
$269K -$30K -275 -10%
RB
1206
Renasant Bank
Mississippi
$268K +$56.4K +517 +25%
SIM
1207
Stratos Investment Management
Ohio
$267K +$58.1K +533 +26%
OP
1208
ORG Partners
Indiana
$266K -$10.9K -100 -4%
WAM
1209
Walker Asset Management
Missouri
$266K +$1.09K +10 +0.4%
BHWM
1210
Bar Harbor Wealth Management
New Hampshire
$263K -$98.1K -900 -26%
SFO
1211
Stokes Family Office
Louisiana
$263K -$8.72K -80 -3%
ISB
1212
Iowa State Bank
Iowa
$261K -$7.85K -72 -3%
BL
1213
BFSG LLC
California
$261K – – –
TW
1214
Towerpoint Wealth
California
$259K +$872 +8 +0.3%
CPIG
1215
Chicago Partners Investment Group
Illinois
$259K +$29K +266 +12%
BIM
1216
Bridges Investment Management
Nebraska
$259K +$273K +2,506 New
WC
1217
Waterloo Capital
Texas
$259K +$3.49K +32 +1%
CC
1218
Courier Capital
New York
$259K – – –
SOS
1219
Silver Oak Securities
Tennessee
$258K -$37K -339 -12%
Acadian Asset Management
1220
Acadian Asset Management
Massachusetts
$256K +$185K +1,699 +217%
MCA
1221
Magnolia Capital Advisors
Mississippi
$256K +$270K +2,472 New
VCM
1222
Vision Capital Management
Oregon
$255K +$29K +266 +12%
LA
1223
Legacy Advisors
Pennsylvania
$255K -$124K -1,141 -32%
SCM
1224
Silvant Capital Management
Georgia
$255K – – –
ACM
1225
Aster Capital Management
United Arab Emirates
$254K -$1.13M -10,350 -81%