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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1201
Goldstein Advisors
Wisconsin
$218K +$249K +854 New
CSB
1202
City State Bank
Iowa
$218K -$2.62K -9 -1%
BCB
1203
Brian C. Broderick
$217K
ACM
1204
Acrisure Capital Management
Texas
$217K +$247K +848 New
WWM
1205
Western Wealth Management
Colorado
$215K +$245K +841 New
DMBA
1206
Deseret Mutual Benefit Administrators
Utah
$215K -$3.21K -11 -1%
RMDI
1207
R.M. Davis Inc
Maine
$214K -$2.33K -8 -0.9%
HDIM
1208
Hanson & Doremus Investment Management
Vermont
$214K
LFA
1209
LGT Financial Advisors
Texas
$214K +$60.6K +208 +33%
GHAM
1210
Gilman Hill Asset Management
Connecticut
$212K -$24.2K -83 -9%
MCM
1211
Mainstay Capital Management
Michigan
$211K +$240K +824 New
SAM
1212
Secure Asset Management
Michigan
$210K +$8.16K +28 +4%
MCM
1213
Marathon Capital Management
Maryland
$210K +$240K +822 New
SCI
1214
S&CO Inc
Massachusetts
$210K
HWA
1215
HCR Wealth Advisors
California
$210K
AMIM
1216
Aull & Monroe Investment Management
Alabama
$210K -$5.25K -18 -2%
PIP
1217
Peachtree Investment Partners
Florida
$209K -$587K -2,015 -71%
SAG
1218
SageView Advisory Group
California
$209K +$32.6K +112 +16%
FRA
1219
Frank Rimerman Advisors
California
$209K -$1.46K -5 -0.6%
FWM
1220
Focused Wealth Management
New York
$209K
NB
1221
Nicolet Bankshares
Wisconsin
$208K +$874 +3 +0.4%
BFO
1222
Boston Family Office
Massachusetts
$208K +$237K +814 New
BAM
1223
Berkshire Asset Management
Pennsylvania
$208K +$237K +813 New
OFS
1224
OneAscent Financial Services
Alabama
$207K -$28K -96 -11%
STA
1225
Summit Trail Advisors
New York
$207K +$236K +810 New