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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1201
Lowe Brockenbrough & Co
Virginia
$343K – – –
AC
1202
Avestar Capital
New York
$343K +$25.8K +89 +8%
SC
1203
Summa Corp
Texas
$342K – – –
AWM
1204
Aprio Wealth Management
Georgia
$336K +$34.8K +120 +11%
VF
1205
Vest Financial
Virginia
$336K +$357K +1,228 New
SWM
1206
Seed Wealth Management
Illinois
$335K – – –
PBK
1207
Peoples Bank (Kansas)
Kansas
$335K – – –
CWM
1208
Centric Wealth Management
Illinois
$335K – – –
VA
1209
Verdad Advisers
Massachusetts
$335K +$355K +1,223 New
6F
1210
626 Financial
Michigan
$334K – – –
FCCM
1211
First City Capital Management
Georgia
$334K +$70.9K +244 +25%
CFS
1212
CRA Financial Services
New Jersey
$333K -$18.6K -64 -5%
MM
1213
Meridian Management
Arkansas
$333K +$1.45K +5 +0.4%
PPA
1214
Painted Porch Advisors
California
$331K – – –
NG
1215
Northstar Group
New York
$331K – – –
DA
1216
Detalus Advisors
Missouri
$329K -$116K -399 -25%
AA
1217
ALPS Advisors
Colorado
$328K +$348K +1,200 New
PK
1218
Pflug Koory
Nebraska
$328K +$348K +1,200 New
ST
1219
Somerset Trust
Pennsylvania
$328K -$1.16K -4 -0.3%
CWMS
1220
Cannon Wealth Management Services
North Carolina
$328K +$348K +1,199 New
FA
1221
Fiduciary Alliance
South Carolina
$327K +$111K +383 +47%
VCA
1222
Verdence Capital Advisors
Maryland
$326K +$63K +217 +22%
HR
1223
Hardy Reed
Mississippi
$325K -$96.1K -331 -22%
CIC
1224
Carnegie Investment Counsel
Ohio
$325K +$581 +2 +0.2%
HIIFS
1225
Harel Insurance Investments & Financial Services
Israel
$325K -$27M -92,823 -99%