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Name Holding Trade Value Shares
Change
Change in
Stake
SRIM
4226
Saratoga Research & Investment Management
California
$254K
PGCM
4227
Prescott Group Capital Management
Oklahoma
$254K
RA
4228
Regis Acquisition
Colorado
$254K
ST
4229
Somerset Trust
Pennsylvania
$253K
FPWM
4230
FSB Premier Wealth Management
Iowa
$252K +$9.78K +73 +4%
SFS
4231
Security Financial Services
Indiana
$252K +$40.2K +300 +18%
MAM
4232
Milestone Asset Management
Pennsylvania
$251K +$41.7K +311 +19%
WG
4233
Watchman Group
Texas
$249K -$2.68K -20 -1%
RH
4234
RFG Holdings
Texas
$249K +$263K +1,960 New
PWS
4235
Paragon Wealth Strategies
Florida
$249K +$262K +1,956 New
FPIS
4236
Financial Planning & Information Services
Wisconsin
$248K -$50.5K -377 -16%
CWA
4237
Carolina Wealth Advisors
South Carolina
$246K -$8.04K -60 -3%
LJCM
4238
Lee Johnson Capital Management
Texas
$245K +$26.8K +200 +12%
SFG
4239
Socha Financial Group
New York
$245K -$670 -5 -0.3%
HSG
4240
Helen Stephens Group
Texas
$245K +$258K +1,924 New
MLA
4241
MB, Levis & Associates
Pennsylvania
$244K
VWA
4242
VERITY Wealth Advisors
United States
$244K
BIA
4243
Beacon Investment Advisors
Maryland
$244K
IWM
4244
Iams Wealth Management
Nebraska
$243K +$257K +1,915 New
WAG
4245
Windsor Advisory Group
Ohio
$242K +$255K +1,906 New
DEM
4246
Disciplined Equity Management
Florida
$242K
EG
4247
Ellerson Group
Maryland
$240K +$14.7K +110 +6%
SC
4248
Schoolcraft Capital
Colorado
$239K
CBOR
4249
Community Bank of Raymore
Missouri
$239K
GAA
4250
Green Alpha Advisors
Colorado
$239K