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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1451
Citizens Business Bank
California
$247K +$200K +255 New
ACM
1452
Avos Capital Management
Washington
$244K
PDL
1453
Portfolio Design Labs
California
$243K +$197K +251 New
CCWM
1454
Cassaday & Co Wealth Management
Virginia
$243K +$197K +251 New
AWM
1455
Angeles Wealth Management
California
$243K -$59K -75 -23%
BSSFA
1456
Baron Silver Stevens Financial Advisors
Florida
$242K -$52.7K -67 -21%
FPW
1457
Flywheel Private Wealth
California
$242K
NPT
1458
National Philanthropic Trust
Pennsylvania
$242K +$197K +250 New
PIA
1459
Pinion Investment Advisors
Kansas
$242K +$184K +234 New
KFGK
1460
Keystone Financial Group (Kentucky)
Kentucky
$240K -$16.5K -21 -8%
MW
1461
Maia Wealth
Colorado
$239K +$181K +230 New
CAI
1462
Capital Advisors Inc
Oklahoma
$239K -$73.1K -93 -27%
SOW
1463
State of Wyoming
Wyoming
$239K +$7.86K +10 +4%
NB
1464
NBT Bank
New York
$239K +$10.2K +13 +6%
KIA
1465
KCM Investment Advisors
California
$238K +$193K +246 New
CFFP
1466
Center for Financial Planning
Michigan
$237K
GPI
1467
General Partner Inc
Pennsylvania
$237K -$10.2K -13 -5%
BIS
1468
BG Investment Services
Guam
$237K +$193K +245 New
BTWM
1469
Baker Tilly Wealth Management
Wisconsin
$236K +$192K +244 New
GHAM
1470
Gilman Hill Asset Management
Connecticut
$235K -$6.29K -8 -3%
PAM
1471
PCG Asset Management
New Jersey
$235K +$191K +243 New
IF
1472
Intrua Financial
Texas
$235K +$191K +243 New
LFS
1473
Legacy Financial Strategies
Kansas
$234K -$734K -934 -79%
FHWM
1474
Fox Hill Wealth Management
Massachusetts
$233K +$189K +241 New
MSWM
1475
Master's Wealth Management
Pennsylvania
$233K +$189K +240 New