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Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
1501
Concord Asset Management (Virginia)
Virginia
$2.14M -$2.4M -23,232 -52%
PWS
1502
Peterson Wealth Services
Utah
$2.14M +$11.7K +113 +0.5%
SCA
1503
Sippican Capital Advisors
Massachusetts
$2.13M +$77.3K +750 +4%
LBC
1504
Leigh Baldwin & Co
New York
$2.13M +$2.21M +21,415 New
HL
1505
HeadInvest LLC
Maine
$2.13M -$50.8K -493 -2%
KIM
1506
Kestra Investment Management
Texas
$2.12M -$213K -2,063 -9%
FDS
1507
First Dallas Securities
Texas
$2.12M -$402K -3,895 -15%
MWS
1508
Maxwell Wealth Strategies
California
$2.12M -$411K -3,984 -16%
MIP
1509
Marietta Investment Partners
Wisconsin
$2.12M -$1.29M -12,559 -37%
SIP
1510
Stoneridge Investment Partners
Pennsylvania
$2.12M +$2.19M +21,259 New
FAM
1511
Formidable Asset Management
Ohio
$2.11M -$98.4K -954 -4%
CAG
1512
Csenge Advisory Group
Florida
$2.11M -$730K -7,078 -25%
WC
1513
Wynn Capital
Georgia
$2.11M +$11.9K +115 +0.5%
HFM
1514
Hartford Financial Management
Connecticut
$2.1M +$38.1K +370 +2%
SCI
1515
Stableford Capital II
Arizona
$2.1M -$151K -1,462 -6%
CAAS
1516
Capital Asset Advisory Services
Michigan
$2.09M +$56.5K +548 +3%
VCAM
1517
Van Cleef Asset Management
Ohio
$2.09M -$6.19K -60 -0.3%
VWM
1518
VCI Wealth Management
Missouri
$2.08M +$154K +1,489 +8%
SS
1519
SBI Securities
Japan
$2.08M +$2.16M +20,933 New
LFS
1520
Littlejohn Financial Services
Oregon
$2.08M +$2.16M +20,909 New
CWM
1521
Cordatus Wealth Management
Pennsylvania
$2.08M +$156K +1,511 +8%
HCM
1522
Hall Capital Management
Rhode Island
$2.07M +$2.15M +20,826 New
KFS
1523
Kurt F. Somerville
$2.07M -$1.03K -10 -0%
EFSCE
1524
Enterprise Financial Services Corp (EFSC)
Missouri
$2.06M +$242K +2,352 +13%
GFPC
1525
Global Financial Private Client
Florida
$2.06M +$24.3K +236 +1%