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Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1101
Smith Anglin Financial
Texas
$476K +$60.2K +203 +15%
CA
1102
Clearstead Advisors
Ohio
$473K +$10.4K +35 +2%
CIP
1103
Convergence Investment Partners
Florida
$473K +$169K +571 +56%
VWA
1104
Visionary Wealth Advisors
Illinois
$470K -$17.2K -58 -4%
AWM
1105
Altavista Wealth Management
North Carolina
$469K
GC
1106
Garde Capital
Washington
$466K -$2.97K -10 -0.6%
MWM
1107
Madison Wealth Management
Ohio
$463K
SMA
1108
Sage Mountain Advisors
Georgia
$463K +$215K +726 +88%
CFG
1109
Citizens Financial Group
Rhode Island
$462K
FFN
1110
Focus Financial Network
Minnesota
$455K +$51.3K +173 +13%
SYBT
1111
Stock Yards Bank & Trust
Kentucky
$452K
BHWM
1112
Bar Harbor Wealth Management
New Hampshire
$451K
LWCFA
1113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K -$5.04K -17 -1%
FC
1114
FCA Corp
Texas
$448K
CIC
1115
Crawford Investment Counsel
Georgia
$448K +$15.4K +52 +4%
GCC
1116
Game Creek Capital
Massachusetts
$447K -$190K -639 -30%
SIA
1117
SkyView Investment Advisors
New Jersey
$446K
EI
1118
EDMP Inc
Florida
$444K
FNBOH
1119
First National Bank of Hutchinson
Kansas
$444K +$6.83K +23 +2%
FB
1120
Fulton Bank
Pennsylvania
$443K -$89K -300 -17%
DTC
1121
Davidson Trust Company
Washington
$443K -$78.3K -264 -15%
SGCA
1122
Steel Grove Capital Advisors
Tennessee
$443K +$1.48K +5 +0.3%
VWM
1123
Valley Wealth Managers
New Jersey
$442K
GWS
1124
Glassman Wealth Services
Virginia
$441K +$1.19K +4 +0.3%
HA
1125
HYA Advisors
Missouri
$439K -$35.3K -119 -7%