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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
826
Karp Capital Management
California
$221K +$210K +3,615 New
MSFP
827
Mark Sheptoff Financial Planning
Connecticut
$220K – – –
TC
828
Truvestments Capital
Florida
$218K +$48.8K +842 +31%
BOH
829
Bank of Hawaii
Hawaii
$218K +$206K +3,557 New
Vanguard Capital Wealth Advisors
830
Vanguard Capital Wealth Advisors
Colorado
$217K -$272K -4,685 -58%
APG
831
Abacus Planning Group
South Carolina
$217K +$206K +3,545 New
VCM
832
Violich Capital Management
California
$215K +$203K +3,505 New
CCM
833
Coldstream Capital Management
Washington
$214K +$203K +3,499 New
HCM
834
Howland Capital Management
Massachusetts
$214K +$203K +3,500 New
GBT
835
Grove Bank & Trust
Florida
$214K +$203K +3,501 New
AWS
836
Arkfeld Wealth Strategies
Nebraska
$213K +$197K +3,400 New
HSA
837
HBK Sorce Advisory
Pennsylvania
$211K +$199K +3,438 New
Koshinski Asset Management
838
Koshinski Asset Management
Illinois
$211K +$200K +3,452 New
BOS
839
Bank of Stockton
California
$211K +$201K +3,460 New
RAM
840
Roanoke Asset Management
New Jersey
$211K +$203K +3,500 New
6M
841
6 Meridian
Kansas
$210K +$199K +3,429 New
BSW
842
Buckingham Strategic Wealth
Missouri
$210K +$199K +3,429 New
AI
843
Accredited Investors
Minnesota
$210K +$199K +3,435 New
CL
844
COWA LLC
Oklahoma
$209K -$135K -2,333 -41%
OFG
845
OmniStar Financial Group
North Carolina
$209K +$198K +3,411 New
TPCW
846
TD Private Client Wealth
New York
$207K -$4.64K -80 -2%
MCCP
847
Mission Creek Capital Partners
California
$206K +$195K +3,370 New
CAM
848
Cozad Asset Management
Illinois
$205K +$194K +3,345 New
BHBT
849
Burke & Herbert Bank & Trust
Virginia
$205K +$194K +3,351 New
ACA
850
Atlas Capital Advisors
Wyoming
$204K -$563K -9,705 -74%