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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1351
Csenge Advisory Group
Florida
$530K +$10.2K +16 +2%
CAM
1352
Concorde Asset Management
Michigan
$528K -$16.6K -26 -3%
ICP
1353
Interchange Capital Partners
Pennsylvania
$528K -$16.6K -26 -3%
MCM
1354
Mattern Capital Management
Colorado
$527K +$39.6K +62 +8%
AWM
1355
Ariadne Wealth Management
California
$527K +$499K +782 New
APP
1356
Avantax Planning Partners
Iowa
$523K -$511K -801 -49%
SB
1357
Simmons Bank
Arkansas
$523K +$12.1K +19 +2%
CBT
1358
CoreFirst Bank & Trust
Kansas
$522K
FFO
1359
Fiduciary Family Office
Florida
$520K -$427K -669 -44%
WTB
1360
Washington Trust Bank
Washington
$519K -$22.3K -35 -4%
OC
1361
Oakworth Capital
Alabama
$519K
CH
1362
Cromwell Holdings
Wyoming
$511K
HBT
1363
Hills Bank & Trust
Iowa
$510K
AR
1364
Apeiron RIA
Texas
$508K +$14.7K +23 +3%
TF
1365
Trek Financial
Arizona
$506K +$82.3K +129 +19%
BG
1366
Bahl & Gaynor
Ohio
$504K
AOWM
1367
Alpha Omega Wealth Management
Virginia
$502K -$1.28K -2 -0.2%
BLAM
1368
Bourne Lent Asset Management
New York
$500K
MIAS
1369
Mason Investment Advisory Services
Virginia
$498K +$638 +1 +0.1%
IC
1370
Iconiq Capital
California
$498K -$1.13M -1,772 -69%
LB
1371
Legacy Bridge
Iowa
$498K -$3.19K -5 -0.6%
AA
1372
Alta Advisers
United Kingdom
$497K
SWM
1373
Scissortail Wealth Management
Oklahoma
$495K -$13M -20,434 -100%
RIG
1374
Ramiah Investment Group
Wisconsin
$495K -$238K -373 -32%
BOM
1375
Bank of Marin
California
$495K +$1.28K +2 +0.3%