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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2126
Brainard Capital Management
Texas
$491K +$492K +33,560 New
ABLA
2127
Alan B. Lancz & Associates
Ohio
$490K
CFC
2128
Coyle Financial Counsel
Illinois
$490K +$40.3K +2,750 +9%
KPWG
2129
KFA Private Wealth Group
Virginia
$490K +$67.5K +4,600 +16%
ABP
2130
Arthur B. Page
$489K -$126K -8,590 -20%
YWP
2131
YorkBridge Wealth Partners
New York
$487K -$32.3K -2,200 -6%
GHAM
2132
Gilman Hill Asset Management
Connecticut
$487K -$25.7K -1,750 -5%
RCA
2133
Riverview Capital Advisers
Massachusetts
$487K
LA
2134
LexAurum Advisors
Kansas
$486K -$62.6K -4,270 -11%
VBCG
2135
Valley Brook Capital Group
Pennsylvania
$485K
RIP
2136
RAM Investment Partners
Washington
$485K +$486K +33,170 New
HFP
2137
Holistic Financial Partners
Indiana
$482K -$34.2K -2,330 -7%
SC
2138
SouthState Corp
Florida
$479K +$18.8K +1,280 +4%
MHIC
2139
Marble Harbor Investment Counsel
Massachusetts
$479K
G
2140
GenTrust
Florida
$478K -$23.5K -1,600 -5%
VNA
2141
Valley National Advisers
Pennsylvania
$477K -$9.97K -680 -2%
BW
2142
Basepoint Wealth
Iowa
$477K +$479K +32,640 New
CAC
2143
Certified Advisory Corp
Florida
$477K -$952K -64,900 -67%
DA
2144
Drake & Associates
Wisconsin
$476K +$6.45K +440 +1%
AAM
2145
Arabesque Asset Management
United Kingdom
$475K +$477K +32,520 New
CIC
2146
Cornercap Investment Counsel
Georgia
$474K -$103K -7,030 -18%
PO
2147
Private Ocean
California
$473K -$57.3K -3,910 -11%
HTC
2148
Haverford Trust Company
Pennsylvania
$473K -$131K -8,910 -22%
RRCM
2149
Rappaport Reiches Capital Management
Illinois
$471K -$440 -30 -0.1%
TSWM
2150
Triangle Securities Wealth Management
North Carolina
$471K +$71.6K +4,880 +18%