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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
626
Security Financial Services
Indiana
$430K -$109K -804 -16%
APC
627
Aspire Private Capital
North Carolina
$429K +$33.3K +246 +6%
EI
628
Ellevest Inc
New York
$428K +$555K +4,099 New
FWCM
629
Ferguson Wellman Capital Management
Oregon
$424K
RGF
630
Retirement Guys Formula
Ohio
$424K +$72.5K +536 +15%
RDWM
631
Red Door Wealth Management
Tennessee
$421K
V
632
VeraBank
Texas
$420K
DT
633
Diversified Trust
Tennessee
$420K +$60.9K +450 +13%
TMAM
634
Tokio Marine Asset Management
Japan
$420K +$82.6K +610 +18%
RCWM
635
Royal Capital Wealth Management
Indiana
$419K -$1.35K -10 -0.2%
AAP
636
Arax Advisory Partners
Colorado
$418K -$3.38K -25 -0.6%
CFD
637
Creative Financial Designs
Indiana
$415K +$98.9K +731 +23%
BCA
638
Bay Colony Advisors
Massachusetts
$411K -$9.88K -73 -2%
APP
639
Alpha Paradigm Partners
Illinois
$411K +$533K +3,937 New
MCM
640
Monarch Capital Management
Indiana
$410K -$13.5K -100 -2%
MGP
641
Metis Global Partners
California
$409K -$77.1K -570 -13%
ACM
642
Allred Capital Management
Texas
$409K -$33.4K -247 -6%
BA
643
Bridgewater Advisors
New York
$408K +$1.49K +11 +0.3%
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$408K +$21.5K +159 +4%
LOIM
645
Liberty One Investment Management
Illinois
$407K +$287K +2,118 +100%
GBT
646
Grove Bank & Trust
Florida
$406K -$237K -1,754 -31%
FTC
647
Farmers Trust Company
Ohio
$406K -$53.5K -395 -9%
MWPCG
648
Measured Wealth Private Client Group
New Hampshire
$405K -$88K -650 -14%
BAM
649
Blueshift Asset Management
New Jersey
$405K +$525K +3,876 New
IC
650
IEQ Capital
California
$403K -$48.9K -361 -9%