Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2526
Scissortail Wealth Management
Oklahoma
$225K +$222K +8,058 New
BSHC
2527
Breed's Hill Capital
Massachusetts
$225K +$15.3K +557 +7%
FCFC
2528
First Citizens Financial Corp
Iowa
$225K -$60.1K -2,183 -21%
LRIC
2529
Long Road Investment Counsel
Michigan
$225K – – –
ACM
2530
Arcataur Capital Management
Wisconsin
$225K -$826 -30 -0.4%
HWMG
2531
Hurlow Wealth Management Group
Indiana
$225K +$8.15K +296 +4%
ACP
2532
Aveo Capital Partners
Colorado
$224K -$84.2K -3,059 -28%
EWM
2533
Edge Wealth Management
New York
$224K -$6.94M -252,163 -97%
CP
2534
Castleview Partners
Texas
$224K +$37.2K +1,352 +20%
VWWMG
2535
Vermillion & White Wealth Management Group
Pennsylvania
$224K -$688 -25 -0.3%
WFAG
2536
Wescott Financial Advisory Group
Pennsylvania
$224K +$220K +7,995 New
CCAL
2537
City Center Advisors LLC
Michigan
$224K – – –
PFWA
2538
Paces Ferry Wealth Advisors
Georgia
$223K -$17.6K -640 -7%
WF
2539
Wayfinding Financial
Washington
$223K -$54.4K -1,977 -20%
SWM
2540
Sterling Wealth Management
Illinois
$222K -$19.4K -705 -8%
HRC
2541
Hoertkorn Richard Charles
$222K -$7.32K -266 -3%
CPC
2542
Cookson Peirce & Co
Pennsylvania
$221K +$217K +7,891 New
CCG
2543
Catalina Capital Group
California
$221K +$217K +7,886 New
LPAM
2544
Lodestar Private Asset Management
California
$220K -$97.4K -3,538 -31%
VF
2545
Vest Financial
Virginia
$220K -$6.77K -246 -3%
Loomis, Sayles & Company
2546
Loomis, Sayles & Company
Massachusetts
$220K -$1.02K -37 -0.5%
DAM
2547
Diamant Asset Management
Connecticut
$220K – – –
BW
2548
Basepoint Wealth
Iowa
$220K +$2.34K +85 +1%
EBA
2549
Eagle Bay Advisors
New York
$219K +$17.8K +647 +9%
RCI
2550
RS Crum Inc
California
$218K – – –