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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Allred Capital Management
Texas
$86.2K +$78.6K +2,610 New
VCM
802
Versant Capital Management
Arizona
$86K – – –
DAC
803
Dividend Assets Capital
South Carolina
$83K – – –
WPA
804
West Paces Advisors
Georgia
$80.3K +$7.53K +250 +11%
CI
805
CX Institutional
Indiana
$80K +$7.53K +250 +11%
CA
806
Clearstead Advisors
Ohio
$78K +$3.01K +100 +4%
CG
807
Cutler Group
California
$73K -$1.46M -48,500 -96%
DSC
808
Duncker Streett & Co
Missouri
$73K +$66.6K +2,210 New
KFP
809
KB Financial Partners
New Jersey
$73K +$66.6K +2,210 New
HDIM
810
Hanson & Doremus Investment Management
Vermont
$70K +$15.1K +500 +31%
RFA
811
Reilly Financial Advisors
California
$69K – – –
SFSIG
812
San Francisco Sentry Investment Group
California
$65K – – –
IBOK
813
Independence Bank of Kentucky
Kentucky
$64K – – –
PMFA
814
Plante Moran Financial Advisors
Michigan
$64K – – –
ADIM
815
Alpha DNA Investment Management
Maryland
$56K -$21.4K -710 -29%
PFBT
816
Parkside Financial Bank & Trust
Missouri
$56K +$603 +20 +1%
PCG
817
Private Capital Group
Connecticut
$55K -$301 -10 -0.6%
HI
818
Human Investing
Oregon
$53K -$10.2K -340 -18%
ZB
819
Zions Bancorporation
Utah
$52K -$4.52K -150 -9%
BWM
820
BerganKDV Wealth Management
Minnesota
$52K – – –
FHA
821
First Horizon Advisors
Tennessee
$48K +$2.41K +80 +6%
HPC
822
HM Payson & Co
Maine
$44K – – –
PSB
823
Piscataqua Savings Bank
New Hampshire
$44K +$40.1K +1,330 New
SN
824
Sittner & Nelson
Oregon
$42K – – –
PB
825
Pinnacle Bancorp
Nebraska
$41K – – –