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Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
4551
Hubbell Strickland Wealth Management
Louisiana
$371K +$3.34K +20 +1%
BWM
4552
BKM Wealth Management
Wisconsin
$370K +$26.2K +157 +8%
EAM
4553
Eschler Asset Management
United Kingdom
$368K -$1.67M -9,978 -83%
HSG
4554
Helen Stephens Group
Texas
$366K +$14K +84 +4%
SNBOSCI
4555
Security National Bank of Sioux City Iowa
Iowa
$365K -$25K -150 -7%
TCB
4556
Texas Capital Bancshares
Texas
$365K -$105K -629 -24%
SWM
4557
Sterling Wealth Management
Illinois
$364K – – –
AWM
4558
Allen Wealth Management
North Carolina
$363K -$41.7K -250 -11%
BFA
4559
Brendel Financial Advisors
New Hampshire
$363K -$8.35K -50 -2%
SFG
4560
Socha Financial Group
New York
$363K +$3.34K +20 +1%
RIG
4561
Renaissance Investment Group
Massachusetts
$363K -$2.5K -15 -0.7%
MCM
4562
McRae Capital Management
New Jersey
$363K +$8.35K +50 +3%
PGCM
4563
Prescott Group Capital Management
Oklahoma
$361K – – –
TCM
4564
Tieton Capital Management
Washington
$361K – – –
SRIM
4565
Saratoga Research & Investment Management
California
$361K – – –
EC
4566
EJF Capital
Virginia
$361K +$334K +2,000 New
HAS
4567
Horizon Advisory Services
New York
$361K +$334K +2,000 New
FPIS
4568
Financial Planning & Information Services
Wisconsin
$357K +$4.01K +24 +1%
CYG
4569
Clean Yield Group
Vermont
$356K – – –
AWM
4570
Able Wealth Management
New Jersey
$354K +$52.1K +312 +19%
VFG
4571
Valley Financial Group
Pennsylvania
$354K +$23.9K +143 +8%
FWM
4572
FSA Wealth Management
Massachusetts
$352K -$6.51K -39 -2%
FFL
4573
Financial Freedom LLC
Ohio
$347K – – –
GWA
4574
Gibson Wealth Advisors
Texas
$347K +$321K +1,925 New
WHCFA
4575
William Howard & Co Financial Advisors
Tennessee
$347K +$322K +1,930 New
181 182
183
184 185