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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
2501
S&CO Inc
Massachusetts
$232K
ACA
2502
Affinity Capital Advisors
California
$231K -$9.06K -32 -4%
COCM
2503
Charter Oak Capital Management
New Hampshire
$231K +$32K +113 +16%
ABTD
2504
Arvest Bank Trust Division
Oklahoma
$231K +$33.4K +118 +17%
Loomis, Sayles & Company
2505
Loomis, Sayles & Company
Massachusetts
$231K +$4.53K +16 +2%
I
2506
INVST
Indiana
$231K +$21.2K +75 +10%
LWM
2507
LJI Wealth Management
Indiana
$230K
SXL
2508
Summit X LLC
Missouri
$230K -$152K -536 -39%
IPWA
2509
International Private Wealth Advisors
California
$230K -$21.5K -76 -8%
WAG
2510
Winthrop Advisory Group
Massachusetts
$230K +$5.38K +19 +2%
BTWM
2511
Brass Tax Wealth Management
Ohio
$229K +$9.63K +34 +4%
TCOTS
2512
Trust Company of the South
North Carolina
$228K -$4.82K -17 -2%
GFG
2513
Goldstone Financial Group
Illinois
$228K -$1.42K -5 -0.7%
BFP
2514
Briaud Financial Planning
Texas
$227K +$59.2K +209 +34%
SPFA
2515
Summit Place Financial Advisors
New Jersey
$227K
DE
2516
Diversified Enterprises
Delaware
$227K -$150K -529 -39%
SWM
2517
Sterling Wealth Management
Illinois
$226K +$229K +810 New
BFAG
2518
Blackston Financial Advisory Group
Florida
$225K +$6.8K +24 +3%
BFPW
2519
BOK Financial Private Wealth
Colorado
$225K +$227K +800 +13,333%
TC
2520
TFR Capital
Texas
$225K +$21.2K +75 +10%
SLA
2521
Silver Lake Advisory
Utah
$225K +$1.7K +6 +0.8%
AFA
2522
American Financial Advisors
Georgia
$225K +$1.42K +5 +0.6%
SAM
2523
Smithbridge Asset Management
Pennsylvania
$224K
ACA
2524
Ascension Capital Advisors
Texas
$223K
CGA
2525
Crescent Grove Advisors
Illinois
$223K