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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
626
Abbot Financial Management
Massachusetts
$310K
GBT
627
Grove Bank & Trust
Florida
$309K +$1.17K +7 +0.3%
KIA
628
KCM Investment Advisors
California
$309K +$31.6K +189 +10%
LCWP
629
Legacy Capital Wealth Partners
Arkansas
$309K +$346K +2,069 New
PP
630
PDS Planning
Ohio
$308K -$4.86K -29 -1%
BFG
631
Bleakley Financial Group
New Jersey
$308K -$36.5K -218 -10%
SS
632
Simplicity Solutions
Minnesota
$308K -$36.5K -218 -10%
RA
633
Ruggaard & Associates
Ohio
$305K -$24.3K -145 -7%
CCIA
634
Campbell & Co Investment Adviser
Maryland
$305K
BWP
635
BSW Wealth Partners
Colorado
$304K +$69.8K +417 +26%
1WA
636
180 Wealth Advisors
Washington
$303K +$22.8K +136 +7%
LFA
637
Laraway Financial Advisors
Minnesota
$303K
MFA
638
Mayflower Financial Advisors
Massachusetts
$303K -$335 -2 -0.1%
CIC
639
Carnegie Investment Counsel
Ohio
$302K
FWIA
640
Fort Washington Investment Advisors
Ohio
$298K -$33.5K -200 -9%
HL
641
HeadInvest LLC
Maine
$294K
CAM
642
Carret Asset Management
New York
$294K +$37.5K +224 +13%
CWM
643
Concentric Wealth Management
California
$291K
HH
644
Hilltop Holdings
Texas
$290K +$4.35K +26 +1%
SPWM
645
Schrum Private Wealth Management
Florida
$290K
CIAS
646
Capital Investment Advisory Services
North Carolina
$290K +$122K +729 +60%
RBFC
647
Roman Butler Fullerton & Co
Missouri
$289K -$48.9K -292 -13%
FCCM
648
First City Capital Management
Georgia
$289K
LC
649
LCNB Corp
Ohio
$287K
EH
650
Equitable Holdings
New York
$286K +$4.52K +27 +1%