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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1451
FLC Capital Advisors
California
$619K -$203K -7,173 -27%
LFG
1452
Larson Financial Group
Missouri
$618K -$652K -23,008 -55%
CFA
1453
Capstone Financial Advisors
Illinois
$618K -$61.7K -2,179 -10%
WB
1454
Webster Bank
Connecticut
$616K -$454K -16,017 -46%
BBNA
1455
Bremer Bank National Association
Minnesota
$615K -$91.5K -3,228 -15%
NB
1456
Nicolet Bankshares
Wisconsin
$615K -$11.4K -402 -1%
BC
1457
Brookfield Corp
Ontario, Canada
$611K -$2.33M -82,203 -81%
BI
1458
Ballast Inc
Kentucky
$611K +$161K +5,700 +44%
CIC
1459
Crawford Investment Counsel
Georgia
$611K -$190K -6,698 -26%
TWA
1460
TCI Wealth Advisors
Arizona
$610K -$86.4K -3,051 -14%
AWA
1461
Aaron Wealth Advisors
Illinois
$609K -$15.6K -551 -3%
HIP
1462
Harrell Investment Partners
Texas
$609K
LJAC
1463
L.J. Altfest & Co
New York
$608K -$23.9K -842 -4%
FBA
1464
Front Barnett Associates
Illinois
$608K
SAG
1465
SageView Advisory Group
California
$606K -$109K -3,847 -17%
BST
1466
Bath Savings Trust
Maine
$603K -$31K -1,093 -6%
KFA
1467
Kelleher Financial Advisors
New York
$602K -$62.9K -2,220 -11%
HFM
1468
Harvest Fund Management
China
$602K +$290K +10,239 +125%
MCM
1469
McMillion Capital Management
North Carolina
$600K -$26.1K -920 -5%
CA
1470
Cambridge Advisors
Nebraska
$600K -$30.9K -1,090 -6%
GAMC
1471
Garner Asset Management Corp
Texas
$600K -$5.33K -188 -1%
SP
1472
Symmetry Partners
Connecticut
$599K +$230K +8,102 +79%
TWM
1473
Thrive Wealth Management
Pennsylvania
$597K +$518K +18,288 New
AI
1474
Accredited Investors
Minnesota
$597K -$4.62K -163 -0.9%
MCA
1475
Martin Capital Advisors
Texas
$596K -$34K -1,200 -6%