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Name Holding Trade Value Shares
Change
Change in
Stake
AC
2251
Aristides Capital
Kentucky
$617K – – –
LG
2252
LaFleur & Godfrey
Michigan
$617K – – –
CAI
2253
Capital Advisors Inc
Oklahoma
$616K -$7.44K -16 -1%
AWM
2254
Ariadne Wealth Management
California
$615K +$552K +1,187 New
FPCG
2255
Fort Pitt Capital Group
Pennsylvania
$614K – – –
FSC
2256
Full Sail Capital
Oklahoma
$614K – – –
PL
2257
Parthenon LLC
Kentucky
$614K +$151K +325 +35%
CPM
2258
Connective Portfolio Management
New York
$613K – – –
HB
2259
HTLF Bank
Colorado
$612K -$1.4K -3 -0.2%
FCAS
2260
First Command Advisory Services
Texas
$611K +$9.3K +20 +2%
NWWA
2261
New Wave Wealth Advisors
Arkansas
$610K +$34.4K +74 +6%
HOWA
2262
Heritage Oak Wealth Advisors
Florida
$610K +$156K +335 +37%
EFH
2263
Eaton Financial Holdings
Florida
$609K +$574K +1,234 New
SAM
2264
Sompo Asset Management
Japan
$607K -$363K -780 -39%
TCM
2265
Tanaka Capital Management
New York
$606K -$3.72K -8 -0.6%
FNWA
2266
Financial Network Wealth Advisors
Utah
$606K -$60K -129 -10%
SC
2267
Skylands Capital
Wisconsin
$605K -$23.3K -50 -4%
GPA
2268
Guerra Pan Advisors
New Jersey
$605K +$9.77K +21 +2%
CWA
2269
CM Wealth Advisors
Ohio
$604K +$569K +1,224 New
MWM
2270
Modern Wealth Management
Kansas
$603K +$83.7K +180 +17%
EWA
2271
ERTS Wealth Advisors
Michigan
$602K -$2.33K -5 -0.4%
VAF
2272
Values Added Financial
District of Columbia
$601K +$8.37K +18 +2%
KFGK
2273
Keystone Financial Group (Kentucky)
Kentucky
$601K +$31.2K +67 +6%
GFA
2274
Gallagher Fiduciary Advisors
Illinois
$600K -$6.05K -13 -1%
KBFS
2275
Kohmann Bosshard Financial Services
Ohio
$599K – – –