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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2676
Allegheny Financial Group
Pennsylvania
$4.22M +$108K +409 +2%
CG
2677
Clarus Group
Texas
$4.22M -$120K -455 -2%
LG
2678
Lane Generational
Massachusetts
$4.21M -$39.1K -148 -0.8%
AIA
2679
Affinity Investment Advisors
California
$4.21M -$1.46M -5,521 -23%
SIA
2680
SkyView Investment Advisors
New Jersey
$4.21M +$14.3K +54 +0.3%
KAM
2681
Knightsbridge Asset Management
California
$4.2M -$37.5K -142 -0.8%
GC
2682
Gilbert & Cook
Iowa
$4.2M +$117K +442 +2%
LWA
2683
Lineweaver Wealth Advisors
Ohio
$4.2M +$112K +426 +2%
SNBOSCI
2684
Security National Bank of Sioux City Iowa
Iowa
$4.19M +$114K +432 +2%
FNBOSM
2685
First National Bank of South Miami
Florida
$4.18M -$255K -965 -5%
ABP
2686
Arthur B. Page
$4.18M -$177K -669 -4%
BSI
2687
Bennett Selby Investments
Maine
$4.18M +$16.4K +62 +0.3%
SC
2688
Slow Capital
California
$4.17M +$266K +1,008 +6%
MCA
2689
Millennium Capital Advisors
Arkansas
$4.17M -$45.4K -172 -1%
ACM
2690
Avalon Capital Management
California
$4.17M -$13.2K -50 -0.3%
TCWM
2691
Total Clarity Wealth Management
Illinois
$4.15M -$81.1K -307 -2%
CG
2692
Castellan Group
Kentucky
$4.15M +$61.3K +232 +1%
FG
2693
Foster Group
Iowa
$4.15M +$342K +1,295 +8%
HFRG
2694
Houlihan Financial Resource Group
Virginia
$4.15M +$4.62M +17,489 New
KS
2695
Karpas Strategies
Connecticut
$4.14M -$81.3K -308 -2%
CAWM
2696
Capital Advisors Wealth Management
Washington
$4.13M +$39.6K +150 +0.9%
ATIA
2697
American Trust Investment Advisors
New Hampshire
$4.13M -$33K -125 -0.7%
BWM
2698
Baystate Wealth Management
Massachusetts
$4.12M -$3.43K -13 -0.1%
MCA
2699
MSH Capital Advisors
Arizona
$4.12M -$85.8K -325 -2%
MW
2700
MBL Wealth
North Carolina
$4.11M +$347K +1,314 +8%