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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2201
Centennial Wealth Advisory
Michigan
$351K +$24.6K +83 +7%
HC
2202
Hourglass Capital
Texas
$351K
GAM
2203
Gemmer Asset Management
California
$350K -$23.4K -79 -6%
SCA
2204
Sandy Cove Advisors
Massachusetts
$350K -$9.2K -31 -2%
HAS
2205
Holland Advisory Services
Florida
$350K +$593 +2 +0.1%
BA
2206
Ballast Advisors
Minnesota
$347K -$36.8K -124 -9%
CNTOF
2207
Canandaigua National Trust of Florida
New York
$347K +$9.2K +31 +2%
ACM
2208
Alethea Capital Management
Washington
$347K +$395K +1,330 New
NB
2209
Nicolet Bankshares
Wisconsin
$346K +$24.6K +83 +7%
ECM
2210
EagleClaw Capital Management
Massachusetts
$345K
BAM
2211
Blueshift Asset Management
New Jersey
$345K +$393K +1,325 New
TSS
2212
Thomas Story & Son
Indiana
$345K
SI
2213
Seeds Investor
New York
$344K -$65.6K -221 -14%
USB
2214
Union Savings Bank
Connecticut
$343K
HBWM
2215
Hollow Brook Wealth Management
New York
$342K
FWM
2216
Fortress Wealth Management
California
$342K +$297 +1 +0.1%
YP
2217
YANKCOM Partnership
South Dakota
$341K +$388K +1,309 New
CWM
2218
Circle Wealth Management
New Jersey
$340K -$5.93K -20 -2%
FPW
2219
Flywheel Private Wealth
California
$340K +$387K +1,305 New
S
2220
Sunpointe
Missouri
$340K +$85.4K +288 +28%
MW
2221
MBL Wealth
North Carolina
$339K -$30K -101 -7%
LA
2222
Lakeside Advisors
Washington
$338K +$60.2K +203 +19%
HGA
2223
Hobbs Group Advisors
South Carolina
$338K -$38.9K -131 -9%
GWA
2224
Gratus Wealth Advisors
Virginia
$337K +$36.5K +123 +11%
SIG
2225
Sargent Investment Group
Maryland
$336K +$56.1K +189 +18%