Name Holding Trade Value Shares
Change
Change in
Stake
CFG
5301
CMC Financial Group
Georgia
$205K +$192K +1,100 New
ACM
5302
Ardent Capital Management
Ohio
$205K +$192K +1,100 New
RBC
5303
Roble Belko & Company
Pennsylvania
$205K -$264K -1,515 -58%
BS
5304
Brighton Securities
New York
$203K -$87.2K -500 -31%
IA
5305
IFS Advisors
Kansas
$203K -$872 -5 -0.5%
KC
5306
Kinloch Capital
Virginia
$202K +$188K +1,081 New
PCM
5307
Palouse Capital Management
Washington
$200K – – –
OBWP
5308
O'Brien Wealth Partners
Massachusetts
$198K +$4.36K +25 +2%
1IA
5309
1620 Investment Advisors
Massachusetts
$194K -$2.09K -12 -1%
FCMT
5310
Founders Capital Management (Texas)
Texas
$194K +$8.71K +50 +5%
PMIM
5311
Prudent Man Investment Management
Colorado
$193K -$1.74K -10 -0.7%
AIA
5312
Arcadia Investment Advisors
Idaho
$192K – – –
RBC
5313
Rye Brook Capital
Connecticut
$187K – – –
GCM
5314
Gladstone Capital Management
United Kingdom
$187K – – –
EI
5315
Ecofi Investissements
France
$187K +$17.4K +100 +11%
AWM
5316
Accredited Wealth Management
Kentucky
$180K +$12.2K +70 +8%
GCM
5317
Glynn Capital Management
California
$179K – – –
CFS
5318
Compass Financial Services
Iowa
$179K +$349 +2 +0.2%
CW
5319
Curio Wealth
Maryland
$174K -$145K -833 -47%
WCM
5320
Westend Capital Management
California
$169K +$78.6K +451 +99%
ZC
5321
Zeit Capital
Colorado
$168K – – –
ACM
5322
Aster Capital Management
United Arab Emirates
$165K -$58.6K -336 -28%
DCM
5323
Disciplina Capital Management
Tennessee
$160K -$523 -3 -0.3%
CMP
5324
Coston McIsaac & Partners
Maine
$160K -$35.2K -202 -19%
FAI
5325
Fiduciary Advisors Inc
Missouri
$160K – – –