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Name Holding Trade Value Shares
Change
Change in
Stake
S
1101
Sunpointe
Missouri
$300K +$7.05K +33 +2%
SB
1102
Sunflower Bank
Texas
$299K – – –
BFG
1103
Berger Financial Group
Minnesota
$298K -$8.97K -42 -3%
WFI
1104
West Family Investments
California
$297K – – –
CAWM
1105
Capital Advisors Wealth Management
Washington
$297K +$854 +4 +0.3%
MM
1106
MQS Management
New York
$297K +$309K +1,445 New
CCFCSB
1107
Cape Cod Five Cents Savings Bank
Massachusetts
$296K – – –
JCM
1108
Jag Capital Management
Missouri
$296K -$6.18M -28,950 -95%
BOC
1109
Bull Oak Capital
California
$296K +$308K +1,444 New
AFG
1110
Altiora Financial Group
Ohio
$296K +$214 +1 +0.1%
CFO
1111
CVA Family Office
Colorado
$294K -$12.6K -59 -4%
NPA
1112
Nichols & Pratt Advisers
Massachusetts
$292K – – –
CCA
1113
Childress Capital Advisors
Texas
$292K +$18.4K +86 +6%
USCWA
1114
U.S. Capital Wealth Advisors
Texas
$290K +$16.4K +77 +6%
EWM
1115
Empirical Wealth Management
Washington
$290K +$67.1K +314 +29%
SC
1116
Schulhoff & Co
Ohio
$290K – – –
PC
1117
Promus Capital
Illinois
$288K -$85K -398 -22%
LAS
1118
LWM Advisory Services
Florida
$288K +$1.28K +6 +0.4%
EFI
1119
EHP Funds Inc
Canada
$287K -$278K -1,300 -48%
CAM
1120
Claret Asset Management
Quebec, Canada
$287K -$3.2K -15 -1%
AWM
1121
Aprio Wealth Management
Georgia
$287K -$14.7K -69 -5%
NHT
1122
New Hampshire Trust
New Hampshire
$287K -$3.42K -16 -1%
OIS
1123
OneAscent Investment Solutions
Alabama
$282K +$92.5K +433 +46%
LIA
1124
LBMC Investment Advisors
Tennessee
$282K +$96.1K +450 +49%
BIG
1125
Brookwood Investment Group
Arizona
$282K – – –