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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
626
Old North State Wealth Management
North Carolina
$220K +$220K +5,380 New
CIC
627
Carnegie Investment Counsel
Ohio
$220K – – –
BFS
628
Bradley Foster & Sargent
Connecticut
$218K -$10.3K -252 -5%
SFS
629
Stiles Financial Services
Minnesota
$217K +$2.09K +51 +1%
FCM
630
Fourpath Capital Management
Oklahoma
$216K +$216K +5,276 New
SCM
631
Stonebridge Capital Management
California
$213K -$3.27K -80 -2%
CW
632
CreativeOne Wealth
Kansas
$213K +$213K +5,209 New
NAM
633
NTV Asset Management
West Virginia
$213K -$1.64K -40 -0.8%
RB
634
Renasant Bank
Mississippi
$213K – – –
EFS
635
Essex Financial Services
Connecticut
$212K -$62.8K -1,534 -22%
PIS
636
POM Investment Strategies
North Carolina
$212K -$15.5K -379 -7%
SYBT
637
Stock Yards Bank & Trust
Kentucky
$210K +$210K +5,130 New
SCP
638
Sivia Capital Partners
California
$209K +$209K +5,103 New
OC
639
Oarsman Capital
Wisconsin
$208K +$208K +5,078 New
SF
640
Slagle Financial
Illinois
$207K -$11.3K -277 -5%
KCM
641
Kathmere Capital Management
Pennsylvania
$207K +$207K +5,053 New
RBC
642
Romano Brothers & Co
Illinois
$206K +$206K +5,032 New
FFM
643
Forum Financial Management
Illinois
$204K +$205K +5,001 New
IF
644
Ironwood Financial
Arizona
$204K -$31.1K -760 -13%
FTC
645
Farmers Trust Company
Ohio
$203K +$203K +4,960 New
SF
646
Summit Financial
New Jersey
$202K +$201K +4,910 New
AWM
647
Aprio Wealth Management
Georgia
$202K +$202K +4,933 New
HCM
648
Huber Capital Management
California
$201K +$202K +4,928 New
HB
649
Horizon Bancorp
Indiana
$179K -$8.76K -214 -5%
CH
650
Cromwell Holdings
Wyoming
$176K – – –