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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
951
Pallas Capital Advisors
Massachusetts
$721K -$614K -2,330 -47%
HIA
952
Harbor Investment Advisory
Maryland
$719K – – –
RWM
953
Ritholtz Wealth Management
New York
$717K -$226K -859 -25%
YP
954
YANKCOM Partnership
South Dakota
$716K +$46.1K +175 +7%
HPBT
955
Hickory Point Bank & Trust
Illinois
$713K +$13.2K +50 +2%
SEEDPG
956
S.E.E.D. Planning Group
New York
$710K -$9.48K -36 -1%
VVP
957
Venture Visionary Partners
Ohio
$709K -$381K -1,447 -36%
DWM
958
Dakota Wealth Management
Florida
$709K +$527 +2 +0.1%
TC
959
TownSquare Capital
Utah
$709K +$10.3K +39 +2%
LWP
960
Laurel Wealth Planning
Minnesota
$699K – – –
WC
961
Westerkirk Capital
$697K +$658K +2,500 New
PFBT
962
Parkside Financial Bank & Trust
Missouri
$696K -$25.3K -96 -4%
WBC
963
Westpac Banking Corp
Australia
$695K – – –
SOS
964
Silver Oak Securities
Tennessee
$691K +$653K +2,479 New
TWP
965
Tyche Wealth Partners
Texas
$690K -$500K -1,898 -43%
WC
966
Waterloo Capital
Texas
$688K -$49.8K -189 -7%
AT
967
Adelphi Trust
Florida
$688K +$61.9K +235 +11%
TM
968
TigerOak Management
New Mexico
$685K -$263 -1 -0%
SYBT
969
Stock Yards Bank & Trust
Kentucky
$684K -$63.5K -241 -9%
AWM
970
Aprio Wealth Management
Georgia
$680K -$46.6K -177 -7%
FGC
971
First Growth Capital
Maryland
$678K -$527 -2 -0.1%
KHCM
972
Kirtland Hills Capital Management
Ohio
$678K – – –
NME
973
Notis-McConarty Edward
$677K – – –
RAM
974
RWC Asset Management
United Kingdom
$677K +$61.9K +235 +11%
FSA
975
Franklin Street Advisors
North Carolina
$675K – – –