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Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
2501
Harbour Trust & Investment Management
Indiana
$247K -$193K -7,114 -43%
AFAS
2502
Acorn Financial Advisory Services
Virginia
$246K +$62.2K +2,292 +33%
OHWA
2503
Oak Hill Wealth Advisors
Virginia
$245K +$251K +9,248 New
KAS
2504
KPP Advisory Services
Kentucky
$245K +$16.1K +594 +7%
CP
2505
Castleview Partners
Texas
$245K +$29.5K +1,086 +13%
LFA
2506
Laraway Financial Advisors
Minnesota
$244K -$1.44K -53 -0.6%
ACM
2507
Advance Capital Management
Michigan
$244K -$20.2K -744 -7%
FWSM
2508
First Wilshire Securities Management
California
$244K +$249K +9,184 New
RI
2509
Rinkey Investments
California
$244K +$49.4K +1,823 +25%
VFG
2510
Valley Financial Group
Pennsylvania
$244K -$895 -33 -0.4%
SWM
2511
Sendero Wealth Management
Texas
$243K – – –
AHC
2512
Adell Harriman & Carpenter
Texas
$243K -$251K -9,240 -50%
DHC
2513
Drum Hill Capital
Connecticut
$243K +$248K +9,147 New
BAM
2514
BOS Asset Management
Illinois
$242K -$5.42K -200 -2%
KLWA
2515
Kelly Lawrence W & Associates
California
$242K -$27.1K -1,000 -10%
NIA
2516
NIA Impact Advisors
California
$242K +$17.4K +642 +8%
CB
2517
Centennial Bank
Arkansas
$241K -$21.7K -800 -8%
CF
2518
Convergence Financial
Missouri
$241K -$49.1K -1,810 -17%
DJYG
2519
David J. Yvars Group
Florida
$241K -$24.8K -913 -9%
CFA
2520
Capstone Financial Advisors
Illinois
$241K -$23.4K -862 -9%
AAM
2521
Aureus Asset Management
Massachusetts
$241K +$246K +9,075 New
CTWM
2522
Cherry Tree Wealth Management
Minnesota
$241K +$515 +19 +0.2%
TCM
2523
Tufton Capital Management
Maryland
$241K -$16.2K -599 -6%
PBF
2524
Petix & Botte Financial
California
$241K -$34.2K -1,260 -12%
MPIA
2525
Mountain Pacific Investment Advisers
Idaho
$241K -$10.4K -382 -4%