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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1201
BLB&B Advisors
Pennsylvania
$222K +$207K +4,046 New
PPWM
1202
Paragon Private Wealth Management
Kentucky
$221K -$41.8K -819 -17%
CFGA
1203
Cambridge Financial Group (Arizona)
Arizona
$221K +$205K +4,022 New
CAM
1204
Campion Asset Management
Virginia
$220K -$33K -645 -14%
JAFL
1205
Jay A. Fishman Ltd
Michigan
$219K
QPBE
1206
Quintet Private Bank (Europe)
Luxembourg
$219K
BCG
1207
Breakwater Capital Group
New Jersey
$218K -$9.45K -185 -4%
TA
1208
TKG Advisors
Indiana
$218K -$71.5K -1,400 -26%
AG
1209
Ascent Group
Virginia
$218K +$203K +3,974 New
VEA
1210
Virtus ETF Advisers
New York
$218K +$5.42K +106 +3%
FHA
1211
First Horizon Advisors
Tennessee
$218K -$17.7K -346 -8%
BST
1212
Bath Savings Trust
Maine
$216K +$202K +3,944 New
C
1213
Certuity
Florida
$216K +$201K +3,942 New
BFO
1214
Boston Family Office
Massachusetts
$215K
HCM
1215
Howland Capital Management
Massachusetts
$215K -$28.3K -554 -12%
FWM
1216
Finer Wealth Management
Massachusetts
$215K -$6.13K -120 -3%
SI
1217
Saxon Interests
Texas
$215K +$200K +3,912 New
CPC
1218
Congress Park Capital
New York
$214K +$199K +3,900 New
WFMPM
1219
Woodley Farra Manion Portfolio Management
Indiana
$213K
RMCM
1220
Reynders McVeigh Capital Management
Massachusetts
$213K
TFG
1221
Taylor Financial Group
Virginia
$212K +$197K +3,863 New
RCWM
1222
Royal Capital Wealth Management
Indiana
$212K +$197K +3,859 New
CPA
1223
Court Place Advisors
Maryland
$211K -$5.11K -100 -3%
Luther King Capital Management (LKCM)
1224
Luther King Capital Management (LKCM)
Texas
$211K -$48.7K -954 -20%
FL
1225
Fort LP
Maryland
$211K -$15.2K -297 -7%