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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2951
Argyle Capital Partners
California
$608K +$639K +1,564 New
CSWM
2952
Cassady Schiller Wealth Management
Ohio
$607K +$26.1K +64 +4%
TFF
2953
The Family Firm
Maryland
$607K +$29K +71 +5%
CAM
2954
Chesapeake Asset Management
New York
$606K -$409 -1 -0.1%
AFP
2955
Alpha Financial Partners
Kentucky
$604K +$403K +987 +174%
KFS
2956
Kelly Financial Services
Massachusetts
$603K +$23.7K +58 +4%
PMA
2957
Prudent Man Advisors
Illinois
$602K -$101K -246 -14%
CF
2958
Cyr Financial
Illinois
$602K +$632K +1,547 New
RFA
2959
Reyes Financial Architecture
California
$601K +$631K +1,544 New
SEM
2960
Suncoast Equity Management
Florida
$600K -$26.1K -64 -4%
KA
2961
Keene & Associates
Texas
$600K -$18.8K -46 -3%
UPS
2962
UHLMANN PRICE SECURITIES
Illinois
$599K +$817 +2 +0.1%
CWM
2963
Centurion Wealth Management
Virginia
$599K
OC
2964
Oarsman Capital
Wisconsin
$598K +$8.58K +21 +1%
AFA
2965
AA Financial Advisors
Ohio
$597K +$409 +1 +0.1%
NWAG
2966
Net Worth Advisory Group
Utah
$596K -$26.1K -64 -4%
V
2967
VeraBank
Texas
$596K +$1.63K +4 +0.3%
GG
2968
Gleason Group
Kentucky
$595K -$176K -431 -22%
AW
2969
Alaethes Wealth
Nevada
$593K
GC
2970
Garde Capital
Washington
$592K
CPW
2971
Crestmont Private Wealth
Texas
$591K -$47.8K -117 -7%
CFG
2972
Copley Financial Group
California
$591K +$8.58K +21 +1%
MFT
2973
Moisand Fitzgerald Tamayo
Florida
$590K -$57.6K -141 -8%
FIC
2974
Family Investment Center
Missouri
$590K
Legacy Financial Group (Iowa)
2975
Legacy Financial Group (Iowa)
Iowa
$588K +$618K +1,512 New