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Name Holding Trade Value Shares
Change
Change in
Stake
DSN
3126
D. Scott Neal
Kentucky
$260K – – –
MCAI
3127
Members Capital Advisors Inc
Wisconsin
$259K – – –
TC
3128
Trust Company
Kansas
$258K -$5.7K -48 -2%
SA
3129
SRH Advisors
Kansas
$257K – – –
EBWM
3130
Eagle Bluffs Wealth Management
Missouri
$257K – – –
TS
3131
Tamar Securities
California
$257K +$10.2K +86 +4%
CP
3132
Castleview Partners
Texas
$256K +$48.6K +409 +22%
MPM
3133
MBB Public Markets
Illinois
$256K -$21.1M -177,956 -99%
SCA
3134
Sandy Cove Advisors
Massachusetts
$255K -$46.2K -389 -15%
SA
3135
SL Advisors
New Jersey
$255K – – –
RRCM
3136
Rappaport Reiches Capital Management
Illinois
$254K +$1.43K +12 +0.5%
AAMA
3137
Advanced Asset Management Advisors
Ohio
$253K – – –
CWM
3138
C2C Wealth Management
Arizona
$252K – – –
VCM
3139
Versant Capital Management
Arizona
$251K +$44.3K +373 +20%
GBWM
3140
Granite Bay Wealth Management
New Hampshire
$251K – – –
Bowen Hanes & Co
3141
Bowen Hanes & Co
Florida
$250K – – –
PFM
3142
Peak Financial Management
Massachusetts
$250K +$47K +396 +22%
SFS
3143
Security Financial Services
Indiana
$250K +$4.4K +37 +2%
RWM
3144
Revisor Wealth Management
Ohio
$250K +$47.9K +403 +22%
DAM
3145
Deltec Asset Management
New York
$250K – – –
CAM
3146
Clark Asset Management
New Hampshire
$249K +$261K +2,195 New
PWMG
3147
Pinnacle Wealth Management Group
Michigan
$248K – – –
Penserra Capital Management
3148
Penserra Capital Management
California
$248K -$120M -1,012,227 -100%
DIM
3149
DLK Investment Management
California
$248K – – –
PBC
3150
Pavion Blue Capital
California
$247K -$11.8K -99 -4%