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Name Holding Trade Value Shares
Change
Change in
Stake
JF
2651
Joule Financial
Kentucky
$226K -$128K -485 -36%
VIM
2652
Vista Investment Management
Pennsylvania
$225K -$6.86K -26 -3%
SCFS
2653
S.C. Financial Services
Arizona
$225K +$226K +855 New
CIA
2654
Compass Ion Advisors
Pennsylvania
$225K -$5.54K -21 -2%
TSW
2655
Thompson Siegel & Walmsley
Virginia
$225K – – –
ONSWM
2656
Old North State Wealth Management
North Carolina
$225K +$225K +852 New
LAM
2657
Lifestyle Asset Management
Texas
$225K +$225K +852 New
AFG
2658
Arkansas Financial Group
Arkansas
$224K +$225K +851 New
BWM
2659
Baron Wealth Management
Michigan
$224K +$225K +851 New
SWS
2660
SYSTM Wealth Solutions
Illinois
$224K +$224K +849 New
BTIM
2661
BancFirst Trust & Investment Management
Oklahoma
$223K +$222K +840 New
RCA
2662
Reitz Capital Advisors
Michigan
$223K +$223K +845 New
SI
2663
Saxon Interests
Texas
$223K -$6.86K -26 -3%
OAM
2664
Oberweis Asset Management
Illinois
$221K +$221K +838 New
ACM
2665
AUA Capital Management
Pennsylvania
$221K – – –
WA
2666
Wealth Advisors
California
$220K +$220K +835 New
RWI
2667
Red Wave Investments
Pennsylvania
$220K -$123K -467 -36%
MFT
2668
Moisand Fitzgerald Tamayo
Florida
$220K -$2.37K -9 -1%
FWP
2669
Firethorn Wealth Partners
Georgia
$220K +$220K +834 New
TC
2670
Trilogy Capital
California
$220K +$220K +834 New
RFG
2671
RFP Financial Group
Georgia
$219K +$219K +832 New
AIM
2672
Axiom Investment Management
New York
$219K -$19.8K -75 -8%
HB
2673
Horizon Bancorp
Indiana
$219K +$219K +830 New
RGC
2674
Roberts, Glore & Co
Illinois
$219K +$219K +831 New
BA
2675
Bridge Advisory
California
$219K +$219K +830 New