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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$309K +$52.2K +362 +18%
PBC
702
Pavion Blue Capital
California
$308K -$9.96K -69 -3%
BSB
703
Bangor Savings Bank
Maine
$307K -$144 -1 -0%
PA
704
Parallel Advisors
California
$307K +$85K +589 +33%
CAM
705
Cubic Asset Management
Massachusetts
$306K
APP
706
Avantax Planning Partners
Iowa
$305K -$96K -665 -22%
FNBOMD
707
First National Bank of Mount Dora
Florida
$302K -$25.1K -174 -7%
AR
708
Apeiron RIA
Texas
$302K +$340K +2,354 New
TA
709
TrueWealth Advisors
Alabama
$301K +$289 +2 +0.1%
KMWM
710
Keudell/Morrison Wealth Management
Oregon
$298K +$29.1K +202 +10%
RC
711
Roundview Capital
New Jersey
$296K -$71.9K -498 -18%
PMFA
712
Plante Moran Financial Advisors
Michigan
$296K +$72.4K +502 +28%
SS
713
Sunbelt Securities
Texas
$295K
FWP
714
FAS Wealth Partners
Kansas
$292K -$11.5K -80 -3%
HFAS
715
Hummer Financial Advisory Services
Illinois
$292K
Lido Advisors
716
Lido Advisors
California
$291K -$786K -5,450 -71%
ESB
717
Essex Savings Bank
Connecticut
$290K +$4.47K +31 +1%
CB
718
Cadence Bank
Mississippi
$286K +$322K +2,229 New
WAS
719
Wealth Advisory Solutions
Indiana
$285K -$16.9K -117 -5%
MCM
720
Mengis Capital Management
Oregon
$285K
TMAM
721
Tokio Marine Asset Management
Japan
$284K -$47.9K -332 -13%
SMH
722
Sanders Morris Harris
Texas
$283K
TAM
723
Townsend Asset Management
North Carolina
$282K +$4.62K +32 +1%
CPWA
724
Cerro Pacific Wealth Advisors
California
$281K -$16.7K -116 -5%
IF
725
Intrua Financial
Texas
$281K +$19.3K +134 +7%