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Name Holding Trade Value Shares
Change
Change in
Stake
CP
676
Castleview Partners
Texas
$311K +$303K +3,244 New
JMF
677
Johnson Midwest Financial
Iowa
$309K +$302K +3,223 New
GHA
678
GW Henssler & Associates
Georgia
$308K +$300K +3,208 New
PAI
679
Pittenger & Anderson Inc
Nebraska
$307K
VCG
680
Vantage Consulting Group
Virginia
$306K -$19.6K -210 -6%
SS
681
Simplicity Solutions
Minnesota
$305K +$20.1K +215 +7%
CCM
682
Cohen Capital Management
California
$304K
DM
683
Delphi Management
Massachusetts
$304K +$10.1K +108 +4%
BSW
684
Buckingham Strategic Wealth
Missouri
$303K -$14.8K -158 -5%
MCM
685
Manchester Capital Management
Vermont
$303K
PAMP
686
Polar Asset Management Partners
Ontario, Canada
$302K +$294K +3,145 New
RWA
687
River Wealth Advisors
Pennsylvania
$301K -$36.2K -387 -11%
SNB
688
Security National Bank
Nebraska
$301K
WWM
689
Western Wealth Management
Colorado
$301K +$25.7K +275 +10%
SG
690
StoneX Group
New York
$301K +$292K +3,124 New
KFS
691
Kelly Financial Services
Massachusetts
$300K +$2.69M +28,779 New
APC
692
Asset Planning Corporation
Tennessee
$298K +$3.74K +40 +1%
SWM
693
SeaCrest Wealth Management
New York
$298K +$4.68K +50 +2%
PFS
694
Physicians Financial Services
North Carolina
$295K
AI
695
Accredited Investors
Minnesota
$293K +$94 +1 +0%
ST
696
Smithfield Trust
Pennsylvania
$292K -$16.8K -180 -6%
BCA
697
Bay Colony Advisors
Massachusetts
$291K
HFM
698
Harvest Fund Management
China
$290K +$38.3K +409 +16%
GFA
699
Gifford Fong Associates
California
$288K
JIC
700
Johnson Investment Counsel
Ohio
$288K