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Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
2526
E.S. Barr & Co
Kentucky
$323K +$4.28K +12 +1%
SPAS
2527
Spectrum Planning & Advisory Services
California
$322K -$26.7K -75 -8%
SEP
2528
Signature Equity Partners
Ohio
$322K +$140K +393 +75%
BC
2529
Barrett & Company
Rhode Island
$322K +$1.07K +3 +0.3%
RT
2530
Rockland Trust
Massachusetts
$321K -$252K -707 -44%
WFP
2531
Worthington Financial Partners
Ohio
$321K – – –
CIAM
2532
Caitong International Asset Management
Hong Kong
$321K +$325K +913 New
TCM
2533
Traynor Capital Management
Pennsylvania
$321K -$5.35K -15 -2%
KFGG
2534
Keystone Financial Group (Georgia)
Georgia
$321K +$1.43K +4 +0.4%
KCM
2535
Key Capital Management
Tennessee
$321K +$164K +460 +102%
5NPW
2536
55 North Private Wealth
Florida
$319K +$56.3K +158 +21%
GWWM
2537
Great Waters Wealth Management
Minnesota
$319K – – –
MC
2538
Middleton & Co
Massachusetts
$319K – – –
JRFS
2539
James Reed Financial Services
Ohio
$318K – – –
JSL
2540
JT Stratford LLC
Georgia
$318K -$25.7K -72 -7%
MWPCG
2541
Measured Wealth Private Client Group
New Hampshire
$318K – – –
SWM
2542
SilverOak Wealth Management
Minnesota
$318K – – –
ES
2543
ETF Store
Kansas
$317K – – –
MRP
2544
Measured Risk Portfolios
California
$317K -$49.2K -138 -13%
VIA
2545
Victrix Investment Advisors
Florida
$317K +$321K +901 New
CCG
2546
Chatham Capital Group
Georgia
$316K – – –
AWM
2547
Aries Wealth Management
Maine
$316K – – –
OIM
2548
Oder Investment Management
California
$316K -$43.1K -121 -12%
PGIM Custom Harvest
2549
PGIM Custom Harvest
New Jersey
$315K +$56.3K +158 +21%
JFGLC
2550
Johnson Financial Group LLC (Colorado)
Colorado
$314K +$61.3K +172 +24%