Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1251
CenterStar Asset Management
Illinois
$463K +$451K +1,300 New
FCM
1252
Fieldview Capital Management
Michigan
$461K -$1.59M -4,585 -78%
MWM
1253
Massachusetts Wealth Management
Massachusetts
$459K – – –
SGCA
1254
Steel Grove Capital Advisors
Tennessee
$459K -$16.3K -47 -4%
HR
1255
Hardy Reed
Mississippi
$457K +$1.74K +5 +0.4%
WC
1256
Waterloo Capital
Texas
$454K -$343K -987 -44%
CT
1257
Coastline Trust
Rhode Island
$453K -$15.6K -45 -3%
SIM
1258
Synergy Investment Management
Florida
$451K +$694 +2 +0.2%
ZCP
1259
Z3 Capital Partners
Virginia
$448K +$694 +2 +0.2%
DWM
1260
Drive Wealth Management
Utah
$447K +$9.37K +27 +2%
VST
1261
Van Strum & Towne
California
$447K – – –
PIA
1262
Perennial Investment Advisors
California
$447K +$11.8K +34 +3%
HTC
1263
Haverford Trust Company
Pennsylvania
$446K +$119K +343 +38%
BF
1264
Brucke Financial
Indiana
$446K +$134K +386 +45%
S
1265
Steadtrust
Texas
$444K – – –
ST
1266
Somerset Trust
Pennsylvania
$441K -$347 -1 -0.1%
SC
1267
SouthState Corp
Florida
$441K – – –
AFP
1268
Ausdal Financial Partners
Iowa
$440K +$42.7K +123 +11%
PCM
1269
Penserra Capital Management
California
$440K -$1.12M -3,230 -72%
OIS
1270
Okabena Investment Services
Minnesota
$438K – – –
BCM
1271
Bienville Capital Management
New York
$438K +$78.1K +225 +23%
SIC
1272
SJS Investment Consulting
Ohio
$438K +$115K +332 +37%
RAG
1273
RIA Advisory Group
Iowa
$437K -$1.31M -3,784 -75%
UCB
1274
United Community Bank
South Carolina
$436K +$414K +1,194 +3,980%
FWTB
1275
First Western Trust Bank
Colorado
$434K – – –