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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
2326
Petrus Trust Company
Texas
$810K +$509K +1,688 +167%
IDBONY
2327
Israel Discount Bank of New York
New York
$810K -$6.63K -22 -0.8%
MMPW
2328
Mitchell McLeod Pugh & Williams
Alabama
$809K -$47.3K -157 -6%
AF
2329
Aldebaran Financial
$805K -$280K -930 -26%
GFPC
2330
Global Financial Private Client
Florida
$805K -$2.41K -8 -0.3%
MAM
2331
Martingale Asset Management
Massachusetts
$804K -$103K -341 -11%
WMA
2332
West Michigan Advisors
Michigan
$804K -$29.2K -97 -3%
BC
2333
Bowman & Company
Wisconsin
$800K +$256K +851 +47%
LFA
2334
Laraway Financial Advisors
Minnesota
$799K
BWS
2335
BCR Wealth Strategies
Alabama
$797K
TWM
2336
Thrive Wealth Management
Pennsylvania
$796K +$5.42K +18 +0.7%
LP
2337
LGL Partners
Pennsylvania
$793K -$20.2K -67 -2%
SSWM
2338
Sheets Smith Wealth Management
North Carolina
$791K -$36.5K -121 -4%
PFG
2339
Prosperity Financial Group
California
$791K -$23.5K -78 -3%
WCM
2340
Whitener Capital Management
North Carolina
$788K +$104K +345 +15%
FFA
2341
Fi3 Financial Advisors
Indiana
$788K +$58.8K +195 +8%
DWM
2342
Dorchester Wealth Management
Quebec, Canada
$788K +$73.8K +245 +10%
WA
2343
Wealthstream Advisors
New York
$787K +$382K +1,269 +94%
FA
2344
Fiducient Advisors
Illinois
$787K +$790K +2,621 New
GEA
2345
Glen Eagle Advisors
New Jersey
$786K
SWA
2346
SOA Wealth Advisors
New York
$784K -$18.7K -62 -2%
PM
2347
Phraction Management
Connecticut
$782K -$9.64K -32 -1%
FCFC
2348
First Commonwealth Financial Corp
Pennsylvania
$782K +$26.8K +89 +4%
FF
2349
Fluent Financial
Texas
$782K -$82.6K -274 -10%
SAM
2350
SignalPoint Asset Management
Missouri
$781K -$2.11K -7 -0.3%