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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2676
Dillon & Associates
Michigan
$370K +$7.87K +73 +2%
BDF
2677
Black Diamond Financial
Maryland
$369K +$216 +2 +0.1%
BFWA
2678
Benchmark Financial Wealth Advisors
Florida
$369K +$35.4K +328 +10%
SNBOSCI
2679
Security National Bank of Sioux City Iowa
Iowa
$365K -$40.4K -375 -10%
VFP
2680
Verus Financial Partners
Virginia
$365K -$23.2K -215 -6%
GWAG
2681
Garrett Wealth Advisory Group
Texas
$364K +$27.1K +251 +8%
MHWM
2682
Montz Harcus Wealth Management
Louisiana
$363K -$43.2K -401 -10%
BIA
2683
Benchmark Investment Advisors
Illinois
$363K -$18.3K -170 -5%
BCM
2684
BluePath Capital Management
Georgia
$363K +$380K +3,521 New
VCM
2685
Viewpoint Capital Management
Washington
$362K
BI
2686
Ballast Inc
Kentucky
$362K +$2.8K +26 +0.7%
NCM
2687
Next Capital Management
New York
$362K
ACM
2688
Arcataur Capital Management
Wisconsin
$361K
AGWCA
2689
Annis Gardner Whiting Capital Advisors
Florida
$361K +$375K +3,478 New
JCIA
2690
Jackson Creek Investment Advisors
Colorado
$360K -$429K -3,979 -53%
SWG
2691
Summit Wealth Group
Vermont
$360K +$48.5K +450 +15%
PBF
2692
Petix & Botte Financial
California
$360K +$10.8K +100 +3%
CAWM
2693
Capital Advisors Wealth Management
Washington
$360K -$24.4K -226 -6%
PSB
2694
Piscataqua Savings Bank
New Hampshire
$359K
BBW
2695
Blue Barn Wealth
Utah
$359K +$1.51K +14 +0.4%
SPWM
2696
Schrum Private Wealth Management
Florida
$359K +$216 +2 +0.1%
TCOO
2697
Trust Company of Oklahoma
Oklahoma
$359K -$171K -1,583 -31%
AC
2698
ASB Consultores
Florida
$359K -$396K -3,671 -51%
OFW
2699
Omnia Family Wealth
Florida
$358K
FF
2700
Fluent Financial
Texas
$358K -$4.36M -40,472 -92%