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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Financial Network
1101
Focus Financial Network
Minnesota
$266K -$844 -4 -0.3%
Montag & Associates
1102
Montag & Associates
Georgia
$265K – – –
HIC
1103
Holderness Investments Company
North Carolina
$265K +$268K +1,273 New
LMFP
1104
Larry Mathis Financial Planning
Arizona
$264K -$5.06K -24 -2%
BGAI
1105
Bruce G. Allen Investments
Colorado
$263K -$12.2K -58 -4%
CA
1106
Crane Advisory
California
$263K – – –
RIA
1107
Regal Investment Advisors
Michigan
$259K +$263K +1,245 New
SFS
1108
Strategic Financial Services
New York
$259K – – –
Commerzbank Aktiengesellschaft
1109
Commerzbank Aktiengesellschaft
Germany
$257K -$1.98M -9,397 -88%
APG
1110
Abacus Planning Group
South Carolina
$255K -$38K -180 -13%
Diversified Trust
1111
Diversified Trust
Tennessee
$254K +$258K +1,223 New
EWS
1112
Evergreen Wealth Solutions
Pennsylvania
$251K +$255K +1,209 New
SA
1113
SL Advisors
New Jersey
$250K -$6.33K -30 -2%
ISB
1114
Iowa State Bank
Iowa
$250K -$15.8K -75 -6%
VIP
1115
Vista Investment Partners
Oklahoma
$250K +$633 +3 +0.3%
Kovitz Investment Group Partners
1116
Kovitz Investment Group Partners
Illinois
$249K -$4.01K -19 -2%
Luther King Capital Management (LKCM)
1117
Luther King Capital Management (LKCM)
Texas
$249K – – –
IAN
1118
Integrated Advisors Network
Texas
$249K -$67.9K -322 -21%
VEM
1119
Vann Equity Management
Texas
$249K +$252K +1,197 New
MCWS
1120
McKinley Carter Wealth Services
West Virginia
$248K +$252K +1,193 New
AW
1121
Ankerstar Wealth
Texas
$246K +$111K +525 +80%
EFG
1122
Embree Financial Group
Illinois
$246K +$249K +1,183 New
WA
1123
WBH Advisory
Maryland
$246K – – –
PAM
1124
Parvin Asset Management
South Dakota
$244K – – –
Sageworth Trust
1125
Sageworth Trust
Pennsylvania
$244K +$248K +1,174 New