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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2326
StrategIQ Financial Group
Indiana
$290K
FA
2327
Fiduciary Alliance
South Carolina
$290K +$235K +5,776 New
UWPG
2328
Ullmann Wealth Partners Group
Florida
$290K +$235K +5,775 New
GIP
2329
Granite Investment Partners
California
$290K
PAM
2330
Pinpoint Asset Management
Hong Kong
$289K +$233K +5,747 New
FCB
2331
First County Bank
Connecticut
$288K +$233K +5,736 New
JFGIW
2332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$288K +$10K +247 +5%
SFS
2333
Strategic Financial Services
New York
$288K -$162 -4 -0.1%
PBO
2334
Peoples Bank (Ohio)
Ohio
$287K
SSWM
2335
Sheets Smith Wealth Management
North Carolina
$287K +$670K +16,499 +289%
HA
2336
HC Advisors
Georgia
$287K -$18.2K -447 -7%
OPWM
2337
Oxinas Partners Wealth Management
Indiana
$284K +$244 +6 +0.1%
EB
2338
Exchange Bank
California
$284K -$447 -11 -0.2%
RCWM
2339
Royal Capital Wealth Management
Indiana
$283K -$5.89K -145 -3%
PIS
2340
POM Investment Strategies
North Carolina
$282K +$228K +5,620 New
AC
2341
Arjuna Capital
North Carolina
$282K +$228K +5,614 New
PA
2342
Parkside Advisors
California
$282K +$228K +5,609 New
RHJA
2343
Rice Hall James & Associates
California
$281K +$227K +5,600 New
ITB
2344
Idaho Trust Bank
Idaho
$281K +$227K +5,598 New
CWG
2345
Crown Wealth Group
North Carolina
$280K +$226K +5,575 New
SC
2346
Searle & Co
Connecticut
$280K -$4.06K -100 -2%
PCM
2347
Pennsylvania Capital Management
Pennsylvania
$280K -$7.31K -180 -3%
SOAG
2348
Silver Oak Advisory Group
Oregon
$279K -$115K -2,833 -34%
TCWM
2349
Total Clarity Wealth Management
Illinois
$278K +$225K +5,535 New
CP
2350
Covenant Partners
Tennessee
$277K +$224K +5,518 New