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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2901
Smithbridge Asset Management
Pennsylvania
$289K +$13.1K +115 +5%
BCM
2902
Blume Capital Management
California
$288K – – –
CCA
2903
Conestoga Capital Advisors
Pennsylvania
$288K – – –
AMM
2904
American Money Management
California
$288K +$283K +2,492 New
SNBOSD
2905
Security National Bank of So Dak
Iowa
$287K +$283K +2,490 New
EFL
2906
ERn Financial LLC
Wisconsin
$286K – – –
HGWM
2907
Horst & Graben Wealth Management
Oregon
$286K +$1.82K +16 +0.7%
NAMM
2908
NorthStar Asset Management (Massachusetts)
Massachusetts
$285K -$50.4K -444 -15%
CBOR
2909
Community Bank of Raymore
Missouri
$284K – – –
CA
2910
Carson Advisory
Georgia
$284K – – –
IRAG
2911
Investment Research & Advisory Group
Georgia
$284K – – –
KLI
2912
Kelman-Lazarov Inc
Tennessee
$284K +$9.65K +85 +4%
MS
2913
Marshall & Sullivan
Washington
$283K – – –
WA
2914
Wealthstream Advisors
New York
$282K +$277K +2,442 New
FA
2915
Fagan Associates
New York
$279K +$7.72K +68 +3%
SFC
2916
Strategic Financial Concepts
Texas
$279K +$6.25K +55 +2%
NC
2917
NBW Capital
Massachusetts
$277K +$26.9K +237 +11%
FWM
2918
FFT Wealth Management
Pennsylvania
$277K -$3.75K -33 -1%
B
2919
Barings
North Carolina
$277K -$87.4K -770 -24%
BWA
2920
Bordeaux Wealth Advisors
California
$276K +$31.2K +275 +13%
AWA
2921
Alaska Wealth Advisors
Alaska
$276K +$9.99K +88 +4%
MFG
2922
Menard Financial Group
Texas
$276K +$36.2K +319 +15%
SFP
2923
Sandbox Financial Partners
Maryland
$276K +$12.5K +110 +5%
EBWM
2924
Eagle Bluffs Wealth Management
Missouri
$276K +$12K +106 +5%
PWMG
2925
Pinnacle Wealth Management Group
Michigan
$275K -$34.1K -300 -11%