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Name Holding Trade Value Shares
Change
Change in
Stake
BMO
2276
Beck Mack & Oliver
New York
$342K +$2.39K +26 +0.7%
KCM
2277
Kathmere Capital Management
Pennsylvania
$342K +$21.5K +234 +7%
AA
2278
Aufman Associates
Pennsylvania
$342K – – –
MCC
2279
Money Concepts Capital
Florida
$342K -$4.42K -48 -1%
PAA
2280
Peregrine Asset Advisers
Oregon
$342K – – –
CG
2281
CFO4Life Group
Texas
$341K +$46.6K +507 +17%
QPW
2282
Quantum Private Wealth
Florida
$341K -$50.8K -552 -13%
RPCONE
2283
Retirement Planning Company of New England
Rhode Island
$341K -$4.42K -48 -1%
MIM
2284
Miller Investment Management
Pennsylvania
$339K – – –
GTAM
2285
Global Trust Asset Management
Florida
$337K -$78.4K -852 -20%
EB
2286
Exchange Bank
California
$337K – – –
GWI
2287
Grace & White Inc
New York
$337K – – –
SHFP
2288
Second Half Financial Partners
Florida
$336K +$322K +3,495 New
GWA
2289
GGM Wealth Advisors
Maryland
$335K -$55K -598 -15%
LHC
2290
Little House Capital
Massachusetts
$333K -$168K -1,826 -35%
FAG
2291
Fortitude Advisory Group
Washington
$333K -$15.5K -169 -5%
WA
2292
Waddell & Associates
Tennessee
$332K +$24.4K +265 +8%
BFC
2293
Blue Fin Capital
Rhode Island
$332K -$62.6K -680 -16%
SWM
2294
Seed Wealth Management
Illinois
$332K -$460 -5 -0.1%
SFS
2295
Security Financial Services
Indiana
$332K +$6.07K +66 +2%
MS
2296
Mizuho Securities
Japan
$332K +$236K +2,560 +288%
MF
2297
Manchester Financial
California
$330K -$12.9K -140 -4%
ST
2298
Spinnaker Trust
Maine
$330K -$239K -2,595 -43%
TFM
2299
TFC Financial Management
Massachusetts
$329K +$920 +10 +0.3%
EFSCE
2300
Enterprise Financial Services Corp (EFSC)
Missouri
$329K -$10.5K -114 -3%