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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
826
Center for Financial Planning
Michigan
$38.3K +$8.23K +358 +28%
CTA
827
Colonial Trust Advisors
South Carolina
$37.4K
EW
828
Elyxium Wealth
California
$37.4K +$36.8K +1,600 New
KCM
829
Key Capital Management
Tennessee
$36.9K +$36.3K +1,580 New
QL
830
Quarry LP
New York
$36.3K -$188K -8,169 -84%
HFM
831
Hartford Financial Management
Connecticut
$36.1K -$26.2K -1,140 -42%
HIA
832
Harbor Investment Advisory
Maryland
$35.7K -$69 -3 -0.2%
IBOK
833
Independence Bank of Kentucky
Kentucky
$34.7K -$6.78K -295 -17%
TIM
834
Thompson Investment Management
Wisconsin
$34.3K
EP
835
Essential Partners
California
$34.2K +$33.3K +1,449 +9,660%
BFS
836
Bare Financial Services
Pennsylvania
$34.1K -$69 -3 -0.2%
ASCM
837
Adkins Seale Capital Management
Louisiana
$33K +$32.4K +1,411 New
CSB
838
City State Bank
Iowa
$32.8K -$10.9K -475 -25%
GAFA
839
Garton & Associates Financial Advisors
Kentucky
$32K +$31.5K +1,369 New
RBC
840
Roble Belko & Company
Pennsylvania
$32K -$897 -39 -3%
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$31.1K -$11.9K -517 -28%
CFB
842
Cullen/Frost Bankers
Texas
$30.6K -$151K -6,552 -83%
LB
843
Legacy Bridge
Iowa
$30.4K +$13.5K +589 +83%
SIM
844
Sentry Investment Management
Wisconsin
$30K
CBT
845
Crews Bank & Trust
Florida
$29.6K
GFA
846
Gladwyn Financial Advisors
Virginia
$29.6K +$46 +2 +0.2%
GKIM
847
GW&K Investment Management
Massachusetts
$29K +$1.82K +79 +7%
DMKJ
848
David M. Knott Jr
$28.2K
BG
849
Bollard Group
Massachusetts
$28K -$43.8K -1,907 -61%
CAM
850
Costello Asset Management
Pennsylvania
$27.4K