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Name Holding Trade Value Shares
Change
Change in
Stake
BAC
1401
Boys Arnold & Co
North Carolina
$231K +$204K +39,200 New
FWCM
1402
Ferguson Wellman Capital Management
Oregon
$231K +$204K +39,200 New
EWA
1403
Evolution Wealth Advisors
Florida
$230K +$195K +37,560 +2,538%
TCWM
1404
Total Clarity Wealth Management
Illinois
$230K +$203K +39,120 New
DI
1405
Diligent Investors
California
$230K +$204K +39,160 New
TCOV
1406
Trust Company of Vermont
Vermont
$228K +$416 +80 +0.2%
JMFC
1407
J.M. Forbes & Co
Massachusetts
$228K +$202K +38,800 New
MCG
1408
MACRO Consulting Group
New Jersey
$228K +$202K +38,920 New
CI
1409
Clal Insurance
Israel
$227K -$66.8M -12,843,480 -86%
BC
1410
Burney Company
Virginia
$224K +$198K +38,000 New
PGWM
1411
Parisi Gray Wealth Management
New Jersey
$224K +$198K +38,160 New
MA
1412
Montag & Associates
Georgia
$223K +$197K +37,840 New
HCM
1413
HMS Capital Management
Tennessee
$223K +$197K +37,920 New
LDB
1414
Lee, Danner & Bass
Tennessee
$221K +$196K +37,600 New
NFG
1415
Nadler Financial Group
Illinois
$220K +$195K +37,400 New
VCA
1416
Verdence Capital Advisors
Maryland
$220K +$195K +37,400 New
HFP
1417
Holistic Financial Partners
Indiana
$220K +$195K +37,440 New
QPWM
1418
Quadrant Private Wealth Management
Pennsylvania
$218K +$192K +37,000 New
SBWIC
1419
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K +$192K +37,000 New
BFA
1420
Benedict Financial Advisors
Georgia
$213K +$188K +36,200 New
WWM
1421
WJ Wealth Management
Arizona
$213K +$189K +36,280 New
HR
1422
Hayden Royal
North Carolina
$213K +$149K +28,720 New
AUB
1423
Atlantic Union Bankshares
Virginia
$212K +$187K +36,000 New
BMC
1424
Beaton Management Company
Massachusetts
$212K +$187K +36,000 New
PPSG
1425
Princeton Portfolio Strategies Group
New Jersey
$212K +$187K +36,000 New