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Name Holding Trade Value Shares
Change
Change in
Stake
SFB
3076
STAR Financial Bank
Indiana
$288K +$55.4K +185 +24%
MUMSS
3077
Mitsubishi UFJ Morgan Stanley Securities
Japan
$288K +$291K +971 New
LFP
3078
Lakeshore Financial Planning
Michigan
$287K -$14.4K -48 -5%
FFG
3079
First Financial Group
North Carolina
$286K +$299 +1 +0.1%
HCM
3080
Hollencrest Capital Management
California
$286K +$89.8K +300 +45%
PIA
3081
Pinion Investment Advisors
Kansas
$286K -$13.8K -46 -5%
B
3082
Bayban
Minnesota
$286K +$289K +964 New
WW
3083
Wright Wealth
Georgia
$285K +$288K +963 New
CKAIS
3084
Christensen King & Associates Investment Services
Washington
$285K -$95.5K -319 -25%
RWA
3085
Redhawk Wealth Advisors
Minnesota
$285K +$12.9K +43 +5%
GSWM
3086
Greenup Street Wealth Management
Michigan
$285K +$3.89K +13 +1%
BEAM
3087
Baker Ellis Asset Management
Washington
$285K +$51.8K +173 +22%
CNTOF
3088
Canandaigua National Trust of Florida
New York
$285K +$288K +962 New
OWM
3089
Orca Wealth Management
Florida
$285K +$10.5K +35 +4%
RCG
3090
Regatta Capital Group
California
$285K +$1.8K +6 +0.6%
Vanguard Capital Wealth Advisors
3091
Vanguard Capital Wealth Advisors
Colorado
$284K
RMF
3092
Red Mountain Financial
Colorado
$284K +$599 +2 +0.2%
AIA
3093
Accelerate Investment Advisors
California
$284K +$1.5K +5 +0.5%
SPW
3094
Sonoma Private Wealth
California
$284K
RCM
3095
Richardson Capital Management
Wisconsin
$284K +$1.8K +6 +0.6%
FWWM
3096
Fiscal Wisdom Wealth Management
Connecticut
$282K
SCI
3097
Silver Coast Investments
United States
$282K -$31.7K -106 -10%
LK
3098
Lumbard & Kellner
New Hampshire
$281K
LF
3099
Lee Financial
Texas
$281K -$87.5K -292 -24%
FFA
3100
Fi3 Financial Advisors
Indiana
$281K +$284K +947 New