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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1901
Crews Bank & Trust
Florida
$290K – – –
GWM
1902
GSB Wealth Management
Connecticut
$290K +$14.4K +315 +5%
VDC
1903
Van Diest Capital
Iowa
$290K +$301K +6,562 New
CGA
1904
Crescent Grove Advisors
Illinois
$290K -$71.5K -1,560 -19%
CS
1905
Capital Square
Tennessee
$289K +$161K +3,506 New
MFP
1906
Meridian Financial Partners
Virginia
$289K – – –
HFM
1907
Hartford Financial Management
Connecticut
$289K – – –
VH
1908
Visionary Horizons
Tennessee
$289K +$1.24K +27 +0.4%
KFA
1909
Kelleher Financial Advisors
New York
$289K – – –
CFG
1910
CKW Financial Group
Hawaii
$288K – – –
AFG
1911
Allegheny Financial Group
Pennsylvania
$287K -$17.7K -386 -6%
TFG
1912
Taylor Financial Group
Virginia
$286K -$45.8K -1,000 -13%
NC
1913
North Capital
Utah
$286K -$1.15K -25 -0.4%
B
1914
Birchbrook
Maine
$285K – – –
RA
1915
Riverstone Advisors
Texas
$285K +$296K +6,460 New
LWL
1916
Leo Wealth LLC
Texas
$285K +$296K +6,448 New
BWM
1917
BCS Wealth Management
Tennessee
$285K -$367K -7,999 -55%
TS
1918
Tamar Securities
California
$284K +$54.6K +1,191 +23%
NAS
1919
NWF Advisory Services
California
$284K -$79.6K -1,736 -21%
AA
1920
Auxano Advisors
Washington
$283K -$60.3K -1,315 -17%
CB
1921
Community Bank
New York
$282K – – –
AWA
1922
Acorn Wealth Advisors
Michigan
$281K -$46 -1 -0%
HBT
1923
Heartland Bank & Trust
Illinois
$281K +$292K +6,371 New
ODFS
1924
O'Donnell Financial Services
California
$281K – – –
RCM
1925
RB Capital Management
Nevada
$280K -$1.38K -30 -0.5%