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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
2326
D'Orazio & Associates
Virginia
$825K +$58.3K +381 +7%
DE
2327
Diversified Enterprises
Delaware
$825K +$58K +379 +7%
EIA
2328
Edgemoor Investment Advisors
Maryland
$825K -$17.1K -112 -2%
CGH
2329
CMG Global Holdings
Texas
$824K -$2.19M -14,314 -73%
OL
2330
Owen LaRue
Kentucky
$824K +$69.2K +452 +9%
MCWA
2331
Meadow Creek Wealth Advisors
Georgia
$823K +$7.65K +50 +0.9%
TWM
2332
Tanager Wealth Management
United Kingdom
$822K +$30.8K +201 +4%
OCBCO
2333
Oversea-Chinese Banking Corp (OCBC)
Singapore
$821K +$341K +2,230 +64%
YP
2334
YANKCOM Partnership
South Dakota
$820K +$866K +5,660 New
HBT
2335
Heartland Bank & Trust
Illinois
$819K -$35.8K -234 -4%
PWM
2336
PBMares Wealth Management
Virginia
$818K -$13.8K -90 -2%
FBFS
2337
First Business Financial Services
Wisconsin
$815K +$77.8K +508 +10%
AA
2338
Alta Advisers
United Kingdom
$815K +$142K +929 +20%
TNB
2339
Thomasville National Bank
Georgia
$815K -$4.44K -29 -0.5%
PMFA
2340
Plante Moran Financial Advisors
Michigan
$813K -$606K -3,962 -41%
CF
2341
Clarity Financial
Texas
$813K -$60.6K -396 -7%
SDWIA
2342
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$813K +$191K +1,250 +29%
SL
2343
Sentry LLC
Tennessee
$812K
IWM
2344
Integris Wealth Management
California
$812K -$2.3K -15 -0.3%
CA
2345
Cambridge Advisors
Nebraska
$809K -$65.1K -425 -7%
HDIM
2346
Hanson & Doremus Investment Management
Vermont
$809K +$184K +1,200 +27%
BL
2347
Balentine LLC
Georgia
$809K -$492K -3,216 -37%
PIA
2348
Pinion Investment Advisors
Kansas
$808K -$765 -5 -0.1%
PF
2349
Penney Financial
Texas
$807K
CS
2350
Capital Square
Tennessee
$807K +$137K +894 +21%