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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1376
Fourpath Capital Management
Oklahoma
$260K – – –
AF
1377
Atala Financial
California
$260K -$131K -500 -36%
SIC
1378
SJS Investment Consulting
Ohio
$259K +$73.8K +281 +46%
TSWM
1379
Triangle Securities Wealth Management
North Carolina
$259K +$263K +1,000 New
NCTC
1380
New Covenant Trust Company
Indiana
$258K -$13.4K -51 -5%
AOWM
1381
Alpha Omega Wealth Management
Virginia
$258K -$2.63K -10 -1%
HCP
1382
Hardin Capital Partners
South Carolina
$257K – – –
CCWM
1383
Cassaday & Co Wealth Management
Virginia
$257K – – –
FGWP
1384
Founders Grove Wealth Partners
Virginia
$257K +$233K +888 New
BCM
1385
Becker Capital Management
Oregon
$256K +$3.15K +12 +1%
KFS
1386
Keynote Financial Services
Connecticut
$256K – – –
MM
1387
MQS Management
New York
$256K +$232K +885 New
MAM
1388
Mainsail Asset Management
Alabama
$255K +$232K +884 New
TWM
1389
Trueblood Wealth Management
Ohio
$255K +$1.05K +4 +0.5%
PCP
1390
Panoramic Capital Partners
Oregon
$255K +$1.31K +5 +0.6%
KA
1391
Klingman & Associates
New York
$254K +$231K +879 New
ASBI
1392
American State Bank (Iowa)
Iowa
$253K – – –
SIAP
1393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$252K +$230K +874 New
AMBIA
1394
Allen Mooney & Barnes Investment Advisors
Georgia
$252K -$20K -76 -8%
GWMR
1395
GC Wealth Management RIA
Massachusetts
$252K -$658K -2,506 -74%
JSL
1396
JT Stratford LLC
Georgia
$252K +$229K +871 New
BAM
1397
Broyhill Asset Management
North Carolina
$251K -$17.1K -65 -7%
TCM
1398
Tufton Capital Management
Maryland
$251K -$82.7K -315 -27%
BW
1399
Basepoint Wealth
Iowa
$251K -$103K -392 -31%
SMA
1400
Seven Mile Advisory
New Jersey
$251K -$11K -42 -5%