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Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
3426
Hemenway Trust Hemenway Trust
New Hampshire
$335K -$21.2K -203 -7%
DRD
3427
Dennis R. Delaney
$335K
TIA
3428
TCFG Investment Advisors
California
$334K +$297K +2,842 New
IWS
3429
Intentional Wealth Strategies
Colorado
$334K +$21.3K +204 +8%
ICM
3430
Intrepid Capital Management
Florida
$333K +$12K +115 +4%
CPSC
3431
Carl P. Sherr & Co
Massachusetts
$333K
VPF
3432
Vantage Point Financial
Illinois
$332K +$17.5K +167 +6%
CWA
3433
Consilium Wealth Advisory
Texas
$332K
TWM
3434
Tanager Wealth Management
United Kingdom
$332K +$295K +2,825 New
MWA
3435
Monograph Wealth Advisors
California
$331K +$295K +2,818 New
CTB
3436
Country Trust Bank
Illinois
$331K -$105 -1 -0%
TA
3437
TPG Advisors
Illinois
$331K
CNBOF
3438
City National Bank of Florida
Florida
$330K +$294K +2,810 New
SHFG
3439
S Harris Financial Group
Texas
$330K -$30.3K -290 -9%
FCG
3440
Fielder Capital Group
Tennessee
$330K +$12.1K +116 +4%
CW
3441
Code Waechter
Florida
$329K +$293K +2,804 New
SCG
3442
Sonata Capital Group
Washington
$329K
TPF
3443
Tribridge Partners Financial
Maryland
$329K -$48.1K -460 -14%
MHWM
3444
Montz Harcus Wealth Management
Louisiana
$328K +$15.2K +145 +5%
IFPG
3445
Intrepid Financial Planning Group
Indiana
$328K -$15.7K -150 -5%
CW
3446
Cedarwood Wealth
Colorado
$328K +$16.5K +158 +6%
BA
3447
Bellwether Advisors
Nebraska
$328K +$292K +2,790 New
VEA
3448
Virtus ETF Advisers
New York
$327K +$6.38K +61 +2%
THL
3449
Tillman Hartley LLC
Colorado
$327K -$93.2K -891 -24%
SAMT
3450
Select Asset Management & Trust
Pennsylvania
$327K -$1.99K -19 -0.7%