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Name Holding Trade Value Shares
Change
Change in
Stake
PP
726
PDS Planning
Ohio
$227K +$6.2K +32 +3%
TFS
727
TrustCore Financial Services
Tennessee
$226K
AIC
728
Ameritas Investment Company
Nebraska
$225K +$52.7K +272 +30%
AP
729
Americana Partners
Texas
$225K +$227K +1,170 New
QCM
730
Quest Capital Management
Texas
$224K +$1.94K +10 +0.9%
RMAM
731
Raab & Moskowitz Asset Management
New Jersey
$224K +$5.23K +27 +2%
LWM
732
Liberty Wealth Management
California
$222K +$18.4K +95 +9%
RCA
733
Ranch Capital Advisors
Florida
$222K +$19K +98 +9%
RGC
734
Roberts, Glore & Co
Illinois
$221K
SW
735
SlateStone Wealth
Florida
$219K -$8.91K -46 -4%
1SB
736
1ST Source Bank
Indiana
$219K
SPWG
737
Sage Private Wealth Group
Illinois
$217K -$5.62K -29 -3%
GSWM
738
Golden State Wealth Management
California
$215K
SWA
739
SOA Wealth Advisors
New York
$215K +$388 +2 +0.2%
QI
740
Qtron Investments
Massachusetts
$215K +$215K +1,112 New
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$214K
VV
742
Verity & Verity
South Carolina
$214K
ABC
743
Associated Banc-Corp
Wisconsin
$213K
RM
744
Resource Management
Louisiana
$213K
BA
745
Bristlecone Advisors
Washington
$212K
FMTC
746
Farmers & Merchants Trust Company
California
$212K
Principal Financial Group
747
Principal Financial Group
Iowa
$212K
IP
748
Investment Partners
Ohio
$211K
BBW
749
Blue Barn Wealth
Utah
$211K +$212K +1,093 New
MCA
750
Magnolia Capital Advisors
Mississippi
$211K +$212K +1,095 New