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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Evolution Wealth Management
Florida
$20.5K – – –
NECFA
1202
New England Capital Financial Advisors
Connecticut
$20.4K – – –
CBT
1203
Crews Bank & Trust
Florida
$20.2K -$18.5K -123 -50%
BIA
1204
Bell Investment Advisors
California
$20.1K +$4.81K +32 +35%
WBC
1205
West Branch Capital
Massachusetts
$19.2K – – –
DCM
1206
Davis Capital Management
Florida
$19.1K – – –
PMFA
1207
Plante Moran Financial Advisors
Michigan
$18.8K – – –
FFO
1208
Fortitude Family Office
Arizona
$18.6K -$4.36K -29 -20%
BFS
1209
Burkett Financial Services
South Carolina
$18.2K – – –
GKIM
1210
GW&K Investment Management
Massachusetts
$18K +$1.35K +9 +9%
SHIM
1211
Stone House Investment Management
Pennsylvania
$17.8K – – –
ACA
1212
American Capital Advisory
Idaho
$17.8K +$451 +3 +3%
IBOK
1213
Independence Bank of Kentucky
Kentucky
$17.8K +$1.35K +9 +9%
DAM
1214
Delta Asset Management
Tennessee
$17.3K – – –
STB
1215
S&T Bank
Pennsylvania
$16.6K +$4.21K +28 +38%
HC
1216
Hurley Capital
New York
$16.5K – – –
HI
1217
Hoey Investments
Pennsylvania
$16.5K – – –
NRWA
1218
North Ridge Wealth Advisors
Oregon
$16.5K – – –
HWA
1219
HHM Wealth Advisors
Tennessee
$16.3K -$15K -100 -50%
BTD
1220
BankPlus Trust Department
Mississippi
$16.3K – – –
CFS
1221
Compass Financial Services
Iowa
$16.3K – – –
BOTPPF
1222
Board of the Pension Protection Fund
United Kingdom
$16.3K +$15K +100 New
FHA
1223
Flagship Harbor Advisors
Massachusetts
$16.3K +$15K +100 New
GAMC
1224
Garner Asset Management Corp
Texas
$16.3K +$15K +100 New
QWM
1225
Quaker Wealth Management
New Jersey
$15.9K +$451 +3 +3%