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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2601
Mezzasalma Advisors
New Jersey
$305K +$4.44K +114 +1%
RHP
2602
Royal Harbor Partners
Texas
$302K
KOMWMG
2603
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K +$40.8K +1,048 +15%
AF
2604
Alerus Financial
North Dakota
$302K -$292K -7,505 -48%
AT
2605
Avalon Trust
New Mexico
$302K -$22.3K -572 -7%
ACM
2606
Armbruster Capital Management
New York
$301K
HCA
2607
Horan Capital Advisors
Ohio
$301K
AA
2608
Auxano Advisors
Washington
$301K
FCG
2609
Financial Connections Group
California
$300K +$120K +3,090 +60%
CCT
2610
Capital City Trust
Florida
$299K -$14.4K -371 -4%
EBSAM
2611
Eubel Brady & Suttman Asset Management
Ohio
$299K +$1.05K +27 +0.3%
PBO
2612
Peoples Bank (Ohio)
Ohio
$298K -$3.7K -95 -1%
OKSA
2613
O'Keefe Stevens Advisory
New York
$297K +$46.1K +1,184 +17%
SAM
2614
Synergy Asset Management
Washington
$297K +$36.3K +932 +13%
HBWM
2615
Hollow Brook Wealth Management
New York
$296K -$7.39K -190 -2%
YIH
2616
Y-Intercept (HK)
Hong Kong
$296K -$1.38M -35,466 -81%
KCM
2617
KRS Capital Management
Michigan
$295K -$8.1K -208 -3%
LRIC
2618
Long Road Investment Counsel
Michigan
$295K
TWM
2619
Tanager Wealth Management
United Kingdom
$294K -$1.28K -33 -0.4%
AC
2620
Annandale Capital
Texas
$294K +$73.4K +1,885 +31%
AFP
2621
Alpha Financial Partners
Kentucky
$294K -$30.2K -775 -9%
GDP
2622
Great Diamond Partners
Maine
$293K -$54.3K -1,396 -15%
HC
2623
Hoese & Co
Minnesota
$293K -$10.5K -270 -3%
SHGA
2624
Sand Hill Global Advisors
California
$292K -$6.5K -167 -2%
WCA
2625
Waypoint Capital Advisors
Minnesota
$292K +$7.24K +186 +2%