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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
2201
Fortis Capital Management
Washington
$326K -$559K -5,484 -62%
MAM
2202
Mystic Asset Management
Rhode Island
$326K -$29.3K -287 -8%
DA
2203
Dillon & Associates
Michigan
$326K -$2.35K -23 -0.7%
CRWM
2204
Castle Rock Wealth Management
California
$326K +$5.3K +52 +2%
RPWA
2205
Regent Peak Wealth Advisors
Georgia
$325K -$24.8K -243 -7%
SFC
2206
SYM Financial Corp
Indiana
$324K +$15.3K +150 +5%
SFP
2207
Shepherd Financial Partners
Massachusetts
$324K -$52.9K -519 -13%
SIAG
2208
Signet Investment Advisory Group
Rhode Island
$323K -$24.5K -240 -7%
MHIP
2209
Mountain Hill Investment Partners
New Jersey
$322K – – –
TFGT
2210
TS Financial Group (TSFG)
Illinois
$321K -$4.79K -47 -1%
HVIA
2211
Hudson Valley Investment Advisors
New York
$321K -$1.02K -10 -0.3%
AOWM
2212
Asset One Wealth Management
Washington
$321K -$19.6K -192 -5%
BFG
2213
Birch Financial Group
New Hampshire
$321K +$6.63K +65 +2%
CIC
2214
Chilton Investment Company
Connecticut
$320K -$112K -1,103 -25%
PSC
2215
Prentiss Smith & Co
Vermont
$319K – – –
TCM
2216
Traub Capital Management
Massachusetts
$318K -$3.06K -30 -0.9%
EB
2217
Exchange Bank
California
$316K +$1.53K +15 +0.5%
SPC
2218
Spirepoint Private Client
Florida
$315K -$74.4K -730 -18%
RYIA
2219
Roehl & Yi Investment Advisors
Oregon
$315K -$4.38K -43 -1%
BCA
2220
Bay Colony Advisors
Massachusetts
$315K -$44.6K -437 -12%
CA
2221
Commerce Advisors
Tennessee
$314K +$7.44K +73 +2%
KLI
2222
Kelman-Lazarov Inc
Tennessee
$314K -$10.5K -103 -3%
JDLA
2223
J. Derek Lewis & Associates
California
$313K -$1.12K -11 -0.3%
IWA
2224
Inspirion Wealth Advisors
Illinois
$313K -$16.2K -159 -5%
HIC
2225
Holderness Investments Company
North Carolina
$313K +$2.24K +22 +0.7%