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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1376
Atala Financial
California
$260K -$131K -500 -36%
SIC
1377
SJS Investment Consulting
Ohio
$259K +$73.8K +281 +46%
TSWM
1378
Triangle Securities Wealth Management
North Carolina
$259K +$263K +1,000 New
NCTC
1379
New Covenant Trust Company
Indiana
$258K -$13.4K -51 -5%
AOWM
1380
Alpha Omega Wealth Management
Virginia
$258K -$2.63K -10 -1%
HCP
1381
Hardin Capital Partners
South Carolina
$257K
CCWM
1382
Cassaday & Co Wealth Management
Virginia
$257K
FGWP
1383
Founders Grove Wealth Partners
Virginia
$257K +$233K +888 New
BCM
1384
Becker Capital Management
Oregon
$256K +$3.15K +12 +1%
KFS
1385
Keynote Financial Services
Connecticut
$256K
MM
1386
MQS Management
New York
$256K +$232K +885 New
MAM
1387
Mainsail Asset Management
Alabama
$255K +$232K +884 New
TWM
1388
Trueblood Wealth Management
Ohio
$255K +$1.05K +4 +0.5%
PCP
1389
Panoramic Capital Partners
Oregon
$255K +$1.31K +5 +0.6%
KA
1390
Klingman & Associates
New York
$254K +$231K +879 New
ASBI
1391
American State Bank (Iowa)
Iowa
$253K
SIAP
1392
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$252K +$230K +874 New
AMBIA
1393
Allen Mooney & Barnes Investment Advisors
Georgia
$252K -$20K -76 -8%
GWMR
1394
GC Wealth Management RIA
Massachusetts
$252K -$658K -2,506 -74%
JSL
1395
JT Stratford LLC
Georgia
$252K +$229K +871 New
BAM
1396
Broyhill Asset Management
North Carolina
$251K -$17.1K -65 -7%
TCM
1397
Tufton Capital Management
Maryland
$251K -$82.7K -315 -27%
BW
1398
Basepoint Wealth
Iowa
$251K -$103K -392 -31%
SMA
1399
Seven Mile Advisory
New Jersey
$251K -$11K -42 -5%
BF
1400
Brucke Financial
Indiana
$250K +$6.04K +23 +3%