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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2051
Seneca Financial Advisors
New York
$204K
SQA
2052
Simon Quick Advisors
New Jersey
$203K +$14.3K +141 +7%
HWA
2053
HHM Wealth Advisors
Tennessee
$203K
BFO
2054
Biltmore Family Office
North Carolina
$203K
CFO
2055
CVA Family Office
Colorado
$203K -$62.6K -615 -22%
CIS
2056
Custom Index Systems
New York
$203K +$220K +2,161 New
CWS
2057
Cypress Wealth Services
California
$203K +$220K +2,160 New
MHR
2058
Matthew Hamilton Rosenberg
$202K +$11K +108 +5%
BCA
2059
Bray Capital Advisors
Florida
$202K
JWBC
2060
J.W. Burns & Co
New York
$201K -$3.56K -35 -2%
FWM
2061
Forza Wealth Management
Florida
$201K
CA
2062
Crewe Advisors
Utah
$201K +$218K +2,141 New
MAA
2063
Matrix Asset Advisors
New York
$201K
OCPWS
2064
One Charles Private Wealth Services
Massachusetts
$201K -$32.7K -321 -13%
CAAS
2065
Capital Asset Advisory Services
Michigan
$201K -$29.8K -293 -11%
EGA
2066
E&G Advisors
Texas
$200K
OC
2067
Oarsman Capital
Wisconsin
$200K
CIG
2068
Cascade Investment Group
Colorado
$200K -$10.2K -100 -4%
VCM
2069
Versant Capital Management
Arizona
$198K +$6.71K +66 +3%
CSC
2070
Caldwell Sutter Capital
California
$196K -$2.54K -25 -1%
TC
2071
Truvestments Capital
Florida
$196K
GIA
2072
GHP Investment Advisors
Colorado
$195K +$305 +3 +0.1%
PP
2073
PrairieView Partners
Minnesota
$191K +$1.02K +10 +0.5%
SNB
2074
Security National Bank
Nebraska
$191K -$4.71M -46,277 -96%
CM
2075
Castleark Management
Illinois
$188K