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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2776
Pallas Capital Advisors
Massachusetts
$400K +$5.61K +19 +2%
VCM
2777
Vision Capital Management
Oregon
$400K -$60.3K -204 -14%
SF
2778
Slagle Financial
Illinois
$400K +$380K +1,288 New
AI
2779
AdvisorShares Investments
Maryland
$399K +$380K +1,286 New
2L
2780
25 LLC
Missouri
$399K +$1.18K +4 +0.3%
OPTFSNA
2781
Old Point Trust & Financial Services N A
Virginia
$399K – – –
PGWM
2782
Pitti Group Wealth Management
New York
$399K +$62K +210 +20%
SIC
2783
SJS Investment Consulting
Ohio
$398K +$5.32K +18 +1%
GIA
2784
Goodwin Investment Advisory
Georgia
$397K +$378K +1,279 New
AIP
2785
Almanack Investment Partners
Pennsylvania
$397K -$18K -61 -5%
BBPWM
2786
Blue Bell Private Wealth Management
Pennsylvania
$397K +$224K +757 +145%
GFA
2787
Gallagher Fiduciary Advisors
Illinois
$397K -$39.9K -135 -10%
FCC
2788
Flower City Capital
New York
$395K – – –
FCA
2789
Fortis Capital Advisors
Kansas
$395K -$194K -656 -34%
CG
2790
Cutler Group
California
$395K -$752K -2,547 -67%
VBFG
2791
Vishria Bird Financial Group
Tennessee
$395K – – –
HSWM
2792
Hubbell Strickland Wealth Management
Louisiana
$395K +$591 +2 +0.2%
GFWA
2793
Grey Fox Wealth Advisors
Delaware
$394K -$38.7K -131 -9%
GC
2794
GFG Capital
Florida
$393K -$1.77K -6 -0.5%
SIA
2795
Sage Investment Advisers
New York
$393K – – –
TCM
2796
Triumph Capital Management
Colorado
$392K +$23K +78 +7%
FB
2797
First Bancorp
Maine
$390K -$31.9K -108 -8%
PP
2798
Pacifica Partners
Canada
$390K +$2.95K +10 +0.8%
IA
2799
IAM Advisory
Pennsylvania
$388K +$2.66K +9 +0.7%
WCM
2800
WealthBridge Capital Management
Ohio
$388K -$511K -1,730 -58%