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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1001
Coppell Advisory Solutions
Texas
$289K +$89.8K +7,099 +58%
6F
1002
626 Financial
Michigan
$288K -$6.92K -547 -3%
TF
1003
Tompkins Financial
New York
$288K
TC
1004
Telemus Capital
Michigan
$287K +$57K +4,509 +31%
BG
1005
Benedetti & Gucer
Georgia
$287K -$141K -11,136 -37%
CT
1006
Clearstead Trust
Maine
$286K -$92.4K -7,300 -28%
BB
1007
Busey Bank
Illinois
$286K -$20.9K -1,654 -8%
WPW
1008
Waldron Private Wealth
Pennsylvania
$285K -$9.88K -781 -4%
SRSA
1009
S.R. Schill & Associates
Washington
$285K +$73.4K +5,800 +44%
TAM
1010
Titleist Asset Management
Texas
$285K +$3.98K +315 +2%
GW
1011
GW & Wade
Massachusetts
$284K -$18.6K -1,471 -7%
KCM
1012
KRS Capital Management
Michigan
$284K -$24.9K -1,971 -10%
GL
1013
Graypoint LLC
New York
$283K +$68.5K +5,416 +41%
BHBT
1014
Burke & Herbert Bank & Trust
Virginia
$283K -$32.2K -2,545 -12%
FCB
1015
First Command Bank
Texas
$281K
FCFS
1016
First Command Financial Services
Texas
$281K
ARG
1017
Advisory Resource Group
Oklahoma
$281K +$4.79K +379 +2%
WMA
1018
Wealth Management Associates
New Jersey
$280K -$32.3K -2,550 -12%
BEI
1019
Benjamin Edwards Inc
Missouri
$280K +$2.92K +231 +1%
CPC
1020
Congress Park Capital
New York
$280K +$4.11K +325 +2%
LCM
1021
Liberty Capital Management
Michigan
$278K -$1.9K -150 -0.8%
JE
1022
JMAC Enterprises
Pennsylvania
$278K -$7.44K -588 -3%
RWPA
1023
Richard W. Paul & Associates
Michigan
$278K +$82.2K +6,497 +55%
SIA
1024
Soltis Investment Advisors
Utah
$277K -$20.4K -1,614 -8%
CPSAC
1025
Chas P. Smith & Associates (CPS)
Florida
$277K +$63.2K +4,996 +37%