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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1226
HBC Financial Services
Washington
$76K – – –
SIC
1227
SJS Investment Consulting
Ohio
$75.8K – – –
GCM
1228
Gables Capital Management
Florida
$74.8K – – –
EBA
1229
Eagle Bay Advisors
New York
$74.1K +$65.7K +900 +3,750%
CTWM
1230
Cherry Tree Wealth Management
Minnesota
$73.8K – – –
HWA
1231
Heritage Wealth Advisors
Virginia
$72.2K -$63.2K -866 -49%
AT
1232
Arlington Trust
Alabama
$66.4K -$730 -10 -1%
AssetMark Inc
1233
AssetMark Inc
California
$65.8K -$4.96K -68 -8%
WIM
1234
Westside Investment Management
California
$64.1K – – –
RA
1235
Rational Advisors
New York
$62K – – –
OC
1236
Oakworth Capital
Alabama
$61.3K – – –
CJ
1237
Caitlin John
Michigan
$59.1K -$2.12K -29 -4%
BAM
1238
Bellevue Asset Management
Washington
$59.1K +$438 +6 +0.8%
SC
1239
SouthState Corp
Florida
$58.8K -$83.1K -1,138 -61%
ECM
1240
Estabrook Capital Management
New York
$58.7K – – –
PGAM
1241
Princeton Global Asset Management
New Jersey
$57.9K -$142K -1,946 -73%
CFO
1242
CVA Family Office
Colorado
$57.2K -$6.86K -94 -12%
BONH
1243
Bank of New Hampshire
New Hampshire
$56.1K – – –
CFFP
1244
Center for Financial Planning
Michigan
$55.9K +$4.67K +64 +10%
B
1245
Birchbrook
Maine
$53.5K – – –
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$53.5K – – –
FFC
1247
First Financial Corp
Indiana
$53.5K – – –
RFG
1248
RFP Financial Group
Georgia
$51.5K – – –
BCMLT
1249
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.3K +$16.9K +232 +57%
PK
1250
Pflug Koory
Nebraska
$50.5K -$365 -5 -0.8%