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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2851
TD Capital Management
Tennessee
$325K -$15.6K -154 -6%
WCM
2852
Warburton Capital Management
Oklahoma
$324K +$235K +2,327 New
CWA
2853
Consilium Wealth Advisory
Texas
$324K +$235K +2,320 New
EB
2854
Exchange Bank
California
$324K +$234K +2,318 New
SCG
2855
Sonata Capital Group
Washington
$323K +$234K +2,316 New
OAM
2856
Oberweis Asset Management
Illinois
$323K +$234K +2,314 New
WF
2857
Wayfinding Financial
Washington
$323K +$234K +2,317 New
EA
2858
Evergreen Advisors
Tennessee
$323K – – –
DG
2859
Dala Group
Illinois
$323K +$234K +2,312 New
ARC
2860
Advisor Resource Council
Texas
$322K +$267K +2,639 New
FEM
2861
Fulcrum Equity Management
Texas
$322K +$233K +2,305 New
BOTOTLSJU
2862
Board of Trustees of The Leland Stanford Junior University
California
$321K +$233K +2,300 New
MIOT
2863
Massachusetts Institute of Technology
Massachusetts
$321K +$233K +2,300 New
TDC
2864
Thompson Davis & Co
Virginia
$321K +$233K +2,300 New
KCPT
2865
Kingstone Capital Partners Texas
Texas
$319K +$231K +2,284 New
AFA
2866
AA Financial Advisors
Ohio
$318K +$231K +2,280 New
PCH
2867
PGIM Custom Harvest
New Jersey
$318K +$230K +2,279 New
FAM
2868
Formidable Asset Management
Ohio
$318K +$10.6K +105 +1%
ACM
2869
Alpha Capital Management
Texas
$318K +$230K +2,276 New
GWCM
2870
Godshalk Welsh Capital Management
Pennsylvania
$318K +$230K +2,275 New
GG
2871
Greenwood Gearhart
Arkansas
$318K +$230K +2,275 New
PMFA
2872
Plante Moran Financial Advisors
Michigan
$317K -$118K -1,170 -34%
PSCM
2873
Per Stirling Capital Management
Texas
$317K +$229K +2,268 New
PWM
2874
Palumbo Wealth Management
New York
$317K +$229K +2,267 New
VAMG
2875
Voisard Asset Management Group
Michigan
$316K +$229K +2,266 New