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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
2601
Benin Management Corp
Connecticut
$408K +$21.6K +200 +5%
KA
2602
Kozak & Associates
Colorado
$407K +$4.74K +44 +1%
SMWM
2603
Silvia McColl Wealth Management
California
$406K -$101K -936 -19%
DBIA
2604
Dumont & Blake Investment Advisors
New Jersey
$406K
OFS
2605
OneAscent Financial Services
Alabama
$405K +$149K +1,381 +55%
PCMM
2606
Piedmont Capital Management (Montana)
Montana
$403K -$35.9K -333 -8%
IIM
2607
InTrack Investment Management
Vermont
$403K +$29.1K +270 +7%
HBW
2608
Hazlett, Burt & Watson
West Virginia
$403K -$1.08K -10 -0.3%
HS
2609
Horan Securities
United States
$402K -$4.42K -41 -1%
VFPI
2610
Vantage Financial Partners (Illinois)
Illinois
$402K
SWM
2611
Sendero Wealth Management
Texas
$400K -$67.8K -629 -14%
EBT
2612
Enterprise Bank & Trust
Massachusetts
$399K -$10.3K -96 -2%
CCM
2613
Crew Capital Management
Ohio
$399K -$13.4K -124 -3%
HFA
2614
High Falls Advisors
New York
$397K +$431 +4 +0.1%
GRQ
2615
Gardner Russo & Quinn
Pennsylvania
$396K -$12.7K -118 -3%
PFP
2616
Paragon Financial Partners
California
$394K +$216 +2 +0.1%
GS
2617
Gagnon Securities
New York
$394K -$1.73K -16 -0.4%
AWA
2618
Amplius Wealth Advisors
Pennsylvania
$393K -$24.1K -224 -6%
SPWG
2619
Sage Private Wealth Group
Illinois
$393K +$7.54K +70 +2%
FPFS
2620
First Personal Financial Services
North Carolina
$393K +$26.9K +250 +7%
BWP
2621
Balboa Wealth Partners
Arizona
$392K -$53.4K -495 -12%
FMP
2622
Financial Management Professionals
Texas
$391K +$8.41K +78 +2%
ATIA
2623
American Trust Investment Advisors
New Hampshire
$390K
JCM
2624
Jacobsen Capital Management
Utah
$390K -$4.74K -44 -1%
UW
2625
Unique Wealth
Florida
$389K +$220K +2,042 +118%