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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1101
Montag & Associates
Georgia
$265K
HIC
1102
Holderness Investments Company
North Carolina
$265K +$268K +1,273 New
LMFP
1103
Larry Mathis Financial Planning
Arizona
$264K -$5.06K -24 -2%
BGAI
1104
Bruce G. Allen Investments
Colorado
$263K -$12.2K -58 -4%
CA
1105
Crane Advisory
California
$263K
RIA
1106
Regal Investment Advisors
Michigan
$259K +$263K +1,245 New
SFS
1107
Strategic Financial Services
New York
$259K
CA
1108
Commerzbank Aktiengesellschaft
Germany
$257K -$1.98M -9,397 -88%
APG
1109
Abacus Planning Group
South Carolina
$255K -$38K -180 -13%
DT
1110
Diversified Trust
Tennessee
$254K +$258K +1,223 New
EWS
1111
Evergreen Wealth Solutions
Pennsylvania
$251K +$255K +1,209 New
SA
1112
SL Advisors
New Jersey
$250K -$6.33K -30 -2%
ISB
1113
Iowa State Bank
Iowa
$250K -$15.8K -75 -6%
VIP
1114
Vista Investment Partners
Oklahoma
$250K +$633 +3 +0.3%
Kovitz Investment Group Partners
1115
Kovitz Investment Group Partners
Illinois
$249K -$4.01K -19 -2%
Luther King Capital Management (LKCM)
1116
Luther King Capital Management (LKCM)
Texas
$249K
IAN
1117
Integrated Advisors Network
Texas
$249K -$67.9K -322 -21%
VEM
1118
Vann Equity Management
Texas
$249K +$252K +1,197 New
MCWS
1119
McKinley Carter Wealth Services
West Virginia
$248K +$252K +1,193 New
AW
1120
Ankerstar Wealth
Texas
$246K +$111K +525 +80%
EFG
1121
Embree Financial Group
Illinois
$246K +$249K +1,183 New
WA
1122
WBH Advisory
Maryland
$246K
PAM
1123
Parvin Asset Management
South Dakota
$244K
ST
1124
Sageworth Trust
Pennsylvania
$244K +$248K +1,174 New
HVIA
1125
Hudson Valley Investment Advisors
New York
$244K -$1.9K -9 -0.8%