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Name Holding Trade Value Shares
Change
Change in
Stake
BW
901
Basepoint Wealth
Iowa
$358K -$99.1K -1,564 -23%
FSBI
902
Fearless Solutions (Best Invest)
Texas
$357K
HI
903
Humankind Investments
New York
$357K -$29.5K -465 -8%
RPGK
904
Retirement Planning Group (Kansas)
Kansas
$357K +$6.08K +96 +2%
LA
905
Lane & Associates
New Jersey
$356K -$4.69K -74 -1%
AI
906
Axecap Investments
Ohio
$351K +$18.2K +287 +6%
FIM
907
Freedom Investment Management
Connecticut
$350K -$19.5K -308 -6%
CCM
908
Cutler Capital Management
Massachusetts
$349K
HFAS
909
Hummer Financial Advisory Services
Illinois
$348K
SWM
910
Seed Wealth Management
Illinois
$348K
CS
911
Capital Square
Tennessee
$347K +$127 +2 +0%
MPM
912
MBB Public Markets
Illinois
$346K +$324K +5,117 New
CI
913
Conning Inc
Connecticut
$346K -$8.43K -133 -3%
GT
914
Glenview Trust
Kentucky
$344K -$11.2K -176 -3%
BTI
915
Blue Trust Inc
Georgia
$342K +$42.3K +667 +15%
DE
916
Diversified Enterprises
Delaware
$341K +$319K +5,040 New
FAIM
917
Financial Advocates Investment Management
Washington
$340K -$36.1K -570 -10%
LA
918
LexAurum Advisors
Kansas
$340K -$1.65K -26 -0.5%
CPA
919
Court Place Advisors
Maryland
$339K +$317 +5 +0.1%
SIC
920
Sigma Investment Counselors
Michigan
$336K
IBOK
921
Independence Bank of Kentucky
Kentucky
$336K -$82.4K -1,300 -21%
T. Rowe Price Investment Management
922
T. Rowe Price Investment Management
Maryland
$335K +$313K +4,935 New
TC
923
Trilogy Capital
California
$334K +$313K +4,938 New
FA
924
Fiduciary Alliance
South Carolina
$334K +$22K +347 +8%
GSWA
925
Good Steward Wealth Advisors
Tennessee
$332K +$311K +4,911 New