Name Holding Trade Value Shares
Change
Change in
Stake
FGC
1026
Financial Gravity Companies
Texas
$179K +$182K +501 New
AA
1027
Addison Advisors
Vermont
$178K – – –
NICM
1028
Neo Ivy Capital Management
New York
$177K +$180K +497 New
FFL
1029
Financial Freedom LLC
Ohio
$175K – – –
ST
1030
Smithfield Trust
Pennsylvania
$164K -$11.6K -32 -6%
OWA
1031
Opal Wealth Advisors
New York
$163K -$6.88K -19 -4%
OC
1032
Oakworth Capital
Alabama
$161K +$18.1K +50 +12%
CAL
1033
Capital Analysts LLC
Pennsylvania
$161K -$59.4K -164 -27%
TSMHT
1034
Thurston Springer Miller Herd & Titak
Indiana
$158K +$1.81K +5 +1%
MCM
1035
Manchester Capital Management
Vermont
$158K +$1.09K +3 +0.7%
AAM
1036
Advisors Asset Management
Colorado
$155K -$27.9K -77 -15%
BCM
1037
Boreal Capital Management
Florida
$155K +$157K +434 New
SIC
1038
Salem Investment Counselors
North Carolina
$152K -$3.62K -10 -2%
ANBT
1039
American National Bank & Trust
Texas
$146K – – –
RF
1040
Rossby Financial
Florida
$145K +$12.3K +34 +9%
CFO
1041
CVA Family Office
Colorado
$143K -$6.88K -19 -5%
MTC
1042
Matrix Trust Company
Colorado
$141K +$9.42K +26 +7%
ETC
1043
Exchange Traded Concepts
Oklahoma
$131K +$32.6K +90 +32%
EB
1044
Eastern Bank
Massachusetts
$125K – – –
VCM
1045
Versant Capital Management
Arizona
$123K -$50.4K -139 -29%
STB
1046
S&T Bank
Pennsylvania
$120K – – –
SWM
1047
Spire Wealth Management
Virginia
$112K -$37.3K -103 -25%
KWM
1048
Kiker Wealth Management
Georgia
$107K – – –
HB
1049
Horizon Bancorp
Indiana
$103K – – –
HIA
1050
Harbor Investment Advisory
Maryland
$100K – – –