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