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Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1076
L.J. Altfest & Co
New York
$210K -$799K -3,761 -80%
CFA
1077
Camarda Financial Advisors
Florida
$210K +$194K +913 New
CCMD
1078
Cypress Capital Management (Delaware)
Delaware
$209K
OFS
1079
OneAscent Financial Services
Alabama
$209K +$193K +908 New
BFA
1080
Brendel Financial Advisors
New Hampshire
$209K +$194K +912 New
FFA
1081
Fragasso Financial Advisors
Pennsylvania
$208K +$192K +904 New
GHAM
1082
Gilman Hill Asset Management
Connecticut
$208K +$192K +904 New
CIM
1083
Chapman Investment Management
California
$207K +$191K +900 New
OC
1084
Oarsman Capital
Wisconsin
$206K +$190K +895 New
HFAS
1085
Hummer Financial Advisory Services
Illinois
$206K +$191K +897 New
FBB
1086
Fulton Breakefield Broenniman
Maryland
$205K -$34.2K -161 -15%
EWM
1087
Elmwood Wealth Management
California
$205K +$190K +894 New
SICM
1088
Sustainable Insight Capital Management
New York
$205K +$190K +894 New
PFS
1089
Prospera Financial Services
Texas
$204K -$147K -690 -44%
PCMC
1090
Paragon Capital Management (Colorado)
Colorado
$204K +$189K +887 New
FIM
1091
Freedom Investment Management
Connecticut
$202K -$230K -1,081 -55%
DA
1092
Detalus Advisors
Missouri
$202K -$70.6K -332 -27%
SC
1093
SouthState Corp
Florida
$202K +$9.56K +45 +5%
AL
1094
Aspiriant LLC
California
$202K +$186K +874 New
Financial Engines Advisors
1095
Financial Engines Advisors
California
$201K +$186K +877 New
FPA
1096
First Pacific Advisors
California
$200K +$104K +490 +129%
COCM
1097
Charter Oak Capital Management
New Hampshire
$194K
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$192K
SWA
1099
SOA Wealth Advisors
New York
$187K +$3.19K +15 +2%
CCC
1100
Crescent Capital Consulting
Louisiana
$187K +$36.6K +172 +27%