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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
801
Alan B. Lancz & Associates
Ohio
$302K
TCWA
802
Turtle Creek Wealth Advisors
Texas
$300K +$299K +3,450 New
PE
803
PCM Encore
Colorado
$297K +$295K +3,405 New
HCM
804
Howland Capital Management
Massachusetts
$296K +$8.74K +101 +3%
MWPCG
805
Measured Wealth Private Client Group
New Hampshire
$296K -$177K -2,047 -38%
CCC
806
Chelsea Counsel Company
California
$296K
LC
807
LCNB Corp
Ohio
$294K
IA
808
IFP Advisors
Florida
$293K -$25.1K -290 -8%
SFG
809
Synergy Financial Group
California
$293K -$29.5K -341 -9%
AI
810
Accredited Investors
Minnesota
$291K
FTC
811
Farmers Trust Company
Ohio
$291K -$8.66K -100 -3%
JF
812
Jump Financial
Illinois
$290K -$758K -8,753 -72%
VC
813
VarCov Co
Connecticut
$290K +$288K +3,330 New
PWA
814
Phoenix Wealth Advisors
North Carolina
$290K -$4.07K -47 -1%
MWM
815
Modern Wealth Management
Kansas
$290K +$10.6K +123 +4%
UCB
816
United Community Bank
South Carolina
$289K +$47.9K +553 +20%
CL
817
CSS LLC
Illinois
$289K -$97K -1,120 -25%
RG
818
Rathbones Group
United Kingdom
$289K
IWM
819
IHT Wealth Management
Illinois
$288K +$7.53K +87 +3%
AR
820
Apeiron RIA
Texas
$288K +$15.6K +180 +6%
AA
821
Advisory Alpha
Michigan
$286K -$11.4K -132 -4%
MSR
822
Main Street Research
Connecticut
$286K -$25.1K -290 -8%
ONB
823
Old National Bancorp
Indiana
$286K -$5.63K -65 -2%
WA
824
Waystone Advisors
Washington
$284K +$282K +3,262 New
BCM
825
Bannerstone Capital Management
Minnesota
$283K +$281K +3,245 New