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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
951
Parkside Financial Bank & Trust
Missouri
$280K +$8.37K +46 +3%
PCIG
952
Partners Capital Investment Group
Massachusetts
$280K +$56.6K +311 +23%
VAM
953
Verity Asset Management
North Carolina
$280K +$26.9K +148 +10%
RIA
954
Richwood Investment Advisors
Ohio
$279K -$86.4K -475 -22%
QCG
955
Quadrant Capital Group
Ohio
$279K +$28.6K +157 +11%
WPC
956
Wedmont Private Capital
Pennsylvania
$277K +$43.1K +237 +17%
CPA
957
Capital Planning Advisors
California
$277K -$31.8K -175 -10%
AUB
958
Atlantic Union Bankshares
Virginia
$277K -$224K -1,234 -43%
CCM
959
Cullen Capital Management
New York
$276K +$297K +1,632 New
SIC
960
SFE Investment Counsel
California
$276K -$909 -5 -0.3%
FHA
961
First Horizon Advisors
Tennessee
$275K -$133K -730 -31%
AI
962
Accredited Investors
Minnesota
$274K +$182 +1 +0.1%
ACM
963
AUA Capital Management
Pennsylvania
$273K +$55.1K +303 +23%
RP
964
Riverwater Partners
Wisconsin
$271K -$29.8K -164 -9%
SSW
965
Smith Shellnut Wilson
Mississippi
$271K
BFG
966
Berger Financial Group
Minnesota
$271K -$35.5K -195 -11%
PTC
967
Private Trust Company
Ohio
$270K -$23.6K -130 -8%
IP
968
Isthmus Partners
Wisconsin
$269K -$909 -5 -0.3%
FWP
969
FAS Wealth Partners
Kansas
$268K -$546 -3 -0.2%
AL
970
Aspiriant LLC
California
$268K +$5.64K +31 +2%
RWM
971
Revisor Wealth Management
Ohio
$268K +$33.6K +185 +13%
SWM
972
SeaCrest Wealth Management
New York
$266K +$1.64K +9 +0.6%
CWC
973
Carolinas Wealth Consulting
North Carolina
$266K -$4.37K -24 -1%
SCM
974
Shelton Capital Management
Colorado
$265K
JAG
975
Journey Advisory Group
Kentucky
$264K