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Name Holding Trade Value Shares
Change
Change in
Stake
XF
2076
XML Financial
Maryland
$205K -$5.85K -50 -3%
MCM
2077
Monument Capital Management
Virginia
$204K +$8.65K +74 +4%
MHR
2078
Matthew Hamilton Rosenberg
$204K -$57.9K -495 -21%
SFI
2079
SPC Financial Inc
Maryland
$203K -$234 -2 -0.1%
FWM
2080
Fairhaven Wealth Management
Illinois
$203K +$215K +1,839 New
SFP
2081
Shepherd Financial Partners
Massachusetts
$203K
DP
2082
Denver PWM
Colorado
$203K
PCWA
2083
Pacific Capital Wealth Advisors
California
$202K -$3.39K -29 -2%
WWM
2084
WT Wealth Management
Arizona
$202K -$1.02M -8,746 -83%
LWA
2085
Lineweaver Wealth Advisors
Ohio
$202K -$2.1K -18 -1%
ZIC
2086
ZWJ Investment Counsel
Georgia
$202K
T. Rowe Price Investment Management
2087
T. Rowe Price Investment Management
Maryland
$200K +$211K +1,804 New
HCM
2088
Highlander Capital Management
New Jersey
$199K
AAM
2089
Alphadyne Asset Management
New York
$196K +$208K +1,780 New
TCA
2090
Trifecta Capital Advisors
Illinois
$196K
HCP
2091
Hexagon Capital Partners
Arkansas
$195K -$13K -111 -6%
VWM
2092
Valley Wealth Managers
New Jersey
$195K -$13.7K -117 -6%
CAS
2093
Coppell Advisory Solutions
Texas
$194K -$15.3K -131 -7%
GGI
2094
Godsey & Gibb Inc
Virginia
$193K +$17.5K +150 +9%
FMB
2095
Field & Main Bank
Kentucky
$190K -$1.75K -15 -0.9%
OC
2096
Oakworth Capital
Alabama
$190K
BI
2097
Bramshill Investments
Florida
$188K +$200K +1,706 New
WB
2098
Webster Bank
Connecticut
$187K -$117 -1 -0.1%
WWP
2099
WR Wealth Planners
Missouri
$187K +$118K +1,005 +145%
FPB
2100
First PREMIER Bank
South Dakota
$187K