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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2351
Central Bank & Trust
Kentucky
$764K -$269K -1,686 -26%
PCA
2352
Prosperity Capital Advisors
Ohio
$764K -$98.1K -615 -11%
HCM
2353
Hutner Capital Management
Vermont
$763K +$79.7K +500 +11%
CPRC
2354
Consolidated Portfolio Review Corp
New York
$762K +$507K +3,181 +188%
C
2355
CEDRUS
Colorado
$761K +$118K +739 +18%
AF
2356
Aviso Financial
Ontario, Canada
$759K +$774K +4,851 New
CRA
2357
Clear Rock Advisors
Texas
$758K – – –
KWM
2358
Kolinsky Wealth Management
New Jersey
$757K +$70.2K +440 +10%
MCM
2359
Mattern Capital Management
Colorado
$757K +$126K +788 +19%
SWS
2360
SYSTM Wealth Solutions
Illinois
$756K -$901K -5,653 -54%
WHCI
2361
W.H. Cornerstone Investments
Massachusetts
$756K +$80.7K +506 +12%
UAG
2362
United Advisor Group
Ohio
$756K +$285K +1,786 +59%
HIA
2363
HTG Investment Advisors
Connecticut
$756K +$7.65K +48 +1%
AO
2364
Advisor OS
Illinois
$754K -$87.7K -550 -10%
PWM
2365
Paulson Wealth Management
Illinois
$754K -$12.4K -78 -2%
JHP
2366
James Hambro & Partners
United Kingdom
$753K -$12.6K -79 -2%
VC
2367
Veracity Capital
Georgia
$753K -$45.4K -285 -6%
SFA
2368
Semmax Financial Advisors
North Carolina
$751K +$149K +932 +22%
SI
2369
SCP Investment
California
$751K – – –
AP
2370
Adero Partners
California
$749K +$38K +238 +5%
ZIG
2371
Zullo Investment Group
Pennsylvania
$747K +$38.7K +243 +5%
MWM
2372
Moulton Wealth Management
Washington
$745K – – –
CCA
2373
Cottonwood Capital Advisors
Utah
$745K -$21.4K -134 -3%
SFC
2374
Sprinkle Financial Consultants
Colorado
$745K -$24.2K -152 -3%
SIAG
2375
Safeguard Investment Advisory Group
California
$742K +$9.25K +58 +1%