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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2501
Acorn Financial Advisory Services
Virginia
$246K +$62.2K +2,292 +33%
OHWA
2502
Oak Hill Wealth Advisors
Virginia
$245K +$251K +9,248 New
KAS
2503
KPP Advisory Services
Kentucky
$245K +$16.1K +594 +7%
CP
2504
Castleview Partners
Texas
$245K +$29.5K +1,086 +13%
LFA
2505
Laraway Financial Advisors
Minnesota
$244K -$1.44K -53 -0.6%
ACM
2506
Advance Capital Management
Michigan
$244K -$20.2K -744 -7%
FWSM
2507
First Wilshire Securities Management
California
$244K +$249K +9,184 New
RI
2508
Rinkey Investments
California
$244K +$49.4K +1,823 +25%
VFG
2509
Valley Financial Group
Pennsylvania
$244K -$895 -33 -0.4%
SWM
2510
Sendero Wealth Management
Texas
$243K
AHC
2511
Adell Harriman & Carpenter
Texas
$243K -$251K -9,240 -50%
DHC
2512
Drum Hill Capital
Connecticut
$243K +$248K +9,147 New
BAM
2513
BOS Asset Management
Illinois
$242K -$5.42K -200 -2%
KLWA
2514
Kelly Lawrence W & Associates
California
$242K -$27.1K -1,000 -10%
NIA
2515
NIA Impact Advisors
California
$242K +$17.4K +642 +8%
CB
2516
Centennial Bank
Arkansas
$241K -$21.7K -800 -8%
CF
2517
Convergence Financial
Missouri
$241K -$49.1K -1,810 -17%
DJYG
2518
David J. Yvars Group
Florida
$241K -$24.8K -913 -9%
CFA
2519
Capstone Financial Advisors
Illinois
$241K -$23.4K -862 -9%
AAM
2520
Aureus Asset Management
Massachusetts
$241K +$246K +9,075 New
CTWM
2521
Cherry Tree Wealth Management
Minnesota
$241K +$515 +19 +0.2%
TCM
2522
Tufton Capital Management
Maryland
$241K -$16.2K -599 -6%
PBF
2523
Petix & Botte Financial
California
$241K -$34.2K -1,260 -12%
MPIA
2524
Mountain Pacific Investment Advisers
Idaho
$241K -$10.4K -382 -4%
FIBT
2525
First International Bank & Trust
North Dakota
$240K +$246K +9,062 New