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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2226
Barrett & Company
Rhode Island
$339K +$11.1K +105 +3%
GWI
2227
Grace & White Inc
New York
$337K – – –
AA
2228
Armis Advisers
Georgia
$337K -$29.8K -282 -8%
CFS
2229
Commonwealth Financial Services
West Virginia
$337K +$61.2K +579 +20%
WW
2230
Waterfront Wealth
Kansas
$336K -$528 -5 -0.1%
BFG
2231
Beacon Financial Group
Texas
$336K -$24.2K -229 -6%
LWM
2232
Lodestone Wealth Management
Washington
$336K -$3.28K -31 -0.9%
AIS
2233
Advocate Investing Services
Maryland
$335K +$353K +3,340 +2,386%
TNA
2234
True North Advisors
Texas
$335K -$49.7K -470 -12%
SIM
2235
Synergy Investment Management
Florida
$334K +$9.09K +86 +3%
JRPCML
2236
J. R. Prunier Capital Management LLC
Massachusetts
$334K -$5.6K -53 -2%
DF
2237
Dunhill Financial
United Kingdom
$334K +$16.2K +153 +5%
SAM
2238
Sagewood Asset Management
New York
$334K +$67.5K +639 +23%
RWM
2239
Revisor Wealth Management
Ohio
$333K -$7.29K -69 -2%
SP
2240
Stablepoint Partners
Massachusetts
$332K -$360K -3,408 -50%
FCG
2241
Financial Connections Group
California
$332K – – –
TAP
2242
TSG Advice Partners
Ohio
$332K +$50.3K +476 +16%
IWA
2243
Inspirion Wealth Advisors
Illinois
$330K -$105K -998 -23%
CWM
2244
Chesapeake Wealth Management
Virginia
$330K +$12.4K +117 +4%
CFO
2245
Cambient Family Office
Michigan
$329K -$46K -435 -11%
LW
2246
Linscomb Wealth
Texas
$329K +$361K +3,412 New
TTWM
2247
TCV Trust & Wealth Management
Virginia
$329K -$149K -1,414 -29%
PB
2248
Prosperity Bancshares
Texas
$328K -$12K -114 -3%
DA
2249
Dillon & Associates
Michigan
$328K -$161K -1,520 -31%
RPCONE
2250
Retirement Planning Company of New England
Rhode Island
$328K +$106 +1 +0%
88 89
90
91 92