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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2176
Independence Bank of Kentucky
Kentucky
$261K +$137K +377 +101%
CCA
2177
Covey Capital Advisors
Georgia
$261K +$273K +750 New
TA
2178
Trellis Advisors
Washington
$260K -$1.09K -3 -0.4%
CWM
2179
Chicago Wealth Management
Illinois
$260K – – –
H
2180
HoyleCohen
California
$260K – – –
SMA
2181
Sage Mountain Advisors
Georgia
$259K -$15.3K -42 -5%
SQA
2182
Simon Quick Advisors
New Jersey
$258K +$57.1K +157 +27%
FFC
2183
First Financial Corp
Indiana
$257K – – –
CWAG
2184
Compton Wealth Advisory Group
Virginia
$256K +$364 +1 +0.1%
WFA
2185
Wellspring Financial Advisors
Ohio
$256K +$727 +2 +0.3%
BCM
2186
BTR Capital Management
California
$255K -$37.8K -104 -12%
CA
2187
Callahan Advisors
Texas
$251K -$445K -1,225 -63%
LIA
2188
LS Investment Advisors
Michigan
$250K – – –
MPCG
2189
Matrix Private Capital Group
New York
$250K +$11.6K +32 +5%
SWM
2190
Selective Wealth Management
Virginia
$250K +$54.5K +150 +26%
XSC
2191
X-Square Capital
Puerto Rico
$250K +$264K +727 New
SMG
2192
Spectrum Management Group
Indiana
$249K -$2.54M -6,972 -91%
HG
2193
Harbor Group
New Hampshire
$249K -$25.1K -69 -9%
KFI
2194
Key Financial Inc
Pennsylvania
$249K – – –
AUB
2195
Atlantic Union Bankshares
Virginia
$249K +$14.5K +40 +6%
EA
2196
Ellsworth Advisors
Ohio
$248K – – –
BCP
2197
Blackhawk Capital Partners
Wisconsin
$247K -$32.7K -90 -11%
JFA
2198
JNBA Financial Advisors
Minnesota
$247K +$2.54K +7 +1%
BAM
2199
Berkshire Asset Management
Pennsylvania
$247K +$3.64K +10 +1%
LAS
2200
Lloyd Advisory Services
Georgia
$246K +$107K +293 +70%
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88
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