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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1901
Brown Capital Management
Maryland
$245K – – –
JWM
1902
Jeppson Wealth Management
California
$244K +$17K +120 +8%
ONST
1903
Old North State Trust
North Carolina
$243K +$2.56K +18 +1%
OC
1904
Oarsman Capital
Wisconsin
$242K -$4.54K -32 -2%
GTCM
1905
Gyon Technologies Capital Management
New Jersey
$242K +$235K +1,659 New
PWMG
1906
Prestige Wealth Management Group
New Jersey
$241K +$34.2K +241 +17%
AG
1907
AIA Group
Hong Kong
$241K +$233K +1,642 New
KFA
1908
Krane Funds Advisors
New York
$241K +$234K +1,650 New
BO
1909
BRR OpCo
Ohio
$240K +$10.1K +71 +5%
NFG
1910
Nations Financial Group
Iowa
$239K -$13.3K -94 -5%
AIA
1911
Alera Investment Advisors
Illinois
$239K +$5.11K +36 +2%
ANB
1912
Amarillo National Bank
Texas
$238K -$6.81K -48 -3%
AIM
1913
Aspen Investment Management
Michigan
$238K – – –
FNC
1914
First National Corp
Massachusetts
$238K +$5.25K +37 +2%
SCA
1915
Strategic Capital Advisers
Colorado
$237K -$16.9K -119 -7%
MAG
1916
Mayfair Advisory Group
Alabama
$237K +$142 +1 +0.1%
AAM
1917
AMI Asset Management
California
$237K +$3.41K +24 +2%
WRM
1918
Weybosset Research & Management
Rhode Island
$236K -$25.4K -179 -10%
CW
1919
Cabot-Wellington
Massachusetts
$236K – – –
PCP
1920
Proficio Capital Partners
Massachusetts
$235K +$229K +1,611 New
WS
1921
Wela Strategies
Georgia
$234K -$13.1K -92 -5%
HCM
1922
Hengehold Capital Management
Ohio
$234K +$994 +7 +0.4%
ZF
1923
Zhang Financial
Michigan
$233K -$16.3K -115 -7%
PFA
1924
Pure Financial Advisors
California
$233K – – –
SFWC
1925
Strategic Family Wealth Counselors
New Jersey
$231K – – –