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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$375K -$49.7K -4,464 -13%
OWA
802
Octavia Wealth Advisors
Ohio
$370K +$33.4K +3,001 +11%
HWM
803
HB Wealth Management
Georgia
$369K -$348K -31,254 -51%
PIM
804
Plato Investment Management
Australia
$369K +$337K +30,263 New
KFA
805
Kapstone Financial Advisors
Ohio
$366K -$19.5K -1,750 -5%
ERIC
806
Eagle Rock Investment Company
Georgia
$366K
GITFIT
807
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$366K
CA
808
Continuum Advisory
Idaho
$364K -$17.8K -1,598 -5%
PWM
809
Perigon Wealth Management
California
$361K -$105K -9,406 -24%
RCM
810
RB Capital Management
Nevada
$360K -$53.3K -4,788 -14%
FWM
811
Finer Wealth Management
Massachusetts
$359K -$14.6K -1,315 -4%
SHFA
812
SS&H Financial Advisors
Michigan
$359K
KLCM
813
KG&L Capital Management
Louisiana
$358K -$47.7K -4,287 -13%
MWP
814
Madison Wealth Partners
Wisconsin
$358K +$327K +29,356 New
TPI
815
Trust Point Inc
Wisconsin
$357K +$326K +29,278 New
EFS
816
Essex Financial Services
Connecticut
$356K -$120K -10,754 -27%
MF
817
Manchester Financial
California
$356K -$2.65K -238 -0.8%
PA
818
Probity Advisors
Texas
$355K -$74.2K -6,668 -19%
OWM
819
OneAscent Wealth Management
Alabama
$354K -$72K -6,466 -18%
EB
820
Eastern Bank
Massachusetts
$351K
LIA
821
LS Investment Advisors
Michigan
$350K -$9.65K -867 -3%
ANTB
822
AMG National Trust Bank
Colorado
$350K +$28K +2,517 +10%
PCM
823
Pointe Capital Management
Michigan
$348K +$317K +28,509 New
Bessemer Group
824
Bessemer Group
New Jersey
$347K -$107K -9,640 -25%
B
825
Bensler
Washington
$346K -$64.9K -5,833 -17%