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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1701
Keudell/Morrison Wealth Management
Oregon
$215K +$3.08K +22 +1%
PRC
1702
Pearl River Capital
Michigan
$215K +$219K +1,567 New
DR
1703
Davis Rea
Ontario, Canada
$214K
WANY
1704
Wealthspire Advisors (New York)
New York
$214K +$218K +1,557 New
PWPS
1705
Pinnacle Wealth Planning Services
Ohio
$214K +$218K +1,561 New
SG
1706
StoneX Group
New York
$213K -$37.7K -270 -15%
CG
1707
Cutler Group
California
$213K +$217K +1,555 New
SIM
1708
Spark Investment Management
New York
$213K +$217K +1,555 New
SICM
1709
Sustainable Insight Capital Management
New York
$212K +$22.4K +160 +12%
IC
1710
Inscription Capital
Texas
$212K +$216K +1,542 New
BCMO
1711
Buckingham Capital Management (Ohio)
Ohio
$211K
PCFFS
1712
Pacific Center for Financial Services
California
$211K
VNB
1713
Virginia National Bank
Virginia
$211K
AIM
1714
Anchor Investment Management
South Carolina
$210K
SFS
1715
Strategic Financial Services
New York
$210K -$26K -186 -11%
GBBWRPM
1716
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$210K
HHAM
1717
HITE Hedge Asset Management
Massachusetts
$210K
WLIM
1718
White Lighthouse Investment Management
Massachusetts
$210K
GIM
1719
Greylin Investment Management
Virginia
$210K +$213K +1,525 New
PBO
1720
Peoples Bank (Ohio)
Ohio
$207K -$2.52K -18 -1%
CTB
1721
Country Trust Bank
Illinois
$207K -$2.38K -17 -1%
SFP
1722
Shepherd Financial Partners
Massachusetts
$207K +$212K +1,513 New
IB
1723
Intrust Bank
Kansas
$206K -$1.12K -8 -0.5%
WCM
1724
Wisconsin Capital Management
Wisconsin
$206K
HCM
1725
Hollencrest Capital Management
California
$205K -$16.8K -120 -7%