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Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
1401
KDK Private Wealth Management
Texas
$312K +$285K +610 New
QFA
1402
Quantum Financial Advisors
California
$311K +$467 +1 +0.2%
BB
1403
Bell Bank
North Dakota
$310K – – –
KCPG
1404
Kavar Capital Partners Group
Kansas
$310K – – –
WKWM
1405
Walter & Keenan Wealth Management
Indiana
$310K +$15.4K +33 +6%
Waldron Private Wealth
1406
Waldron Private Wealth
Pennsylvania
$309K +$283K +606 New
TCWM
1407
Total Clarity Wealth Management
Illinois
$309K +$4.67K +10 +2%
CGL
1408
Clarius Group LLC
Washington
$308K – – –
CNC
1409
Citizens & Northern Corp
Pennsylvania
$306K – – –
CP
1410
Canopy Partners
Ohio
$305K -$4.21K -9 -1%
SFB
1411
STAR Financial Bank
Indiana
$305K -$4.21K -9 -1%
BBNB
1412
Baker Boyer National Bank
Washington
$305K – – –
PCM
1413
Princeton Capital Management
New Jersey
$305K +$4.67K +10 +2%
SFC
1414
Swisher Financial Concepts
Ohio
$305K +$467 +1 +0.2%
NF
1415
Nvest Financial
New Hampshire
$304K +$467 +1 +0.2%
PA
1416
PharVision Advisers
Florida
$303K +$278K +594 New
TSS
1417
Two Sigma Securities
New York
$303K -$436K -932 -61%
GWMIA
1418
Global Wealth Management Investment Advisory
Florida
$299K – – –
CCG
1419
Catalina Capital Group
California
$298K – – –
BA
1420
Ballast Advisors
Minnesota
$297K – – –
BW
1421
Basepoint Wealth
Iowa
$297K -$147K -314 -35%
CGFA
1422
Colton Groome Financial Advisors
North Carolina
$296K +$4.67K +10 +2%
EIP
1423
Ellis Investment Partners
Pennsylvania
$296K +$935 +2 +0.3%
EWM
1424
Elevatus Welath Management
New York
$295K +$270K +577 New
Douglas Lane & Associates
1425
Douglas Lane & Associates
New York
$294K -$4.67K -10 -2%