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Name Holding Trade Value Shares
Change
Change in
Stake
BI
1651
Ballast Inc
Kentucky
$803K +$14.6K +502 +2%
PP
1652
Paloma Partners
Connecticut
$803K -$3.01M -103,332 -79%
HFBOT
1653
Home Federal Bank of Tennessee
Tennessee
$802K +$7.85K +269 +1%
GWWM
1654
Great Waters Wealth Management
Minnesota
$802K +$9.25K +317 +1%
TAM
1655
Todd Asset Management
Kentucky
$800K
ECM
1656
EagleClaw Capital Management
Massachusetts
$800K -$21.9K -750 -3%
CFA
1657
CWS Financial Advisors
Michigan
$796K +$10K +343 +1%
PA
1658
PSI Advisors
Florida
$796K -$9.01K -309 -1%
CT
1659
Clearstead Trust
Maine
$795K -$18.1K -621 -2%
RC
1660
Rovin Capital
Arizona
$795K +$121K +4,139 +18%
NC
1661
Napatree Capital
Rhode Island
$795K +$55.7K +1,908 +7%
KF
1662
Krilogy Financial
Missouri
$795K -$6.39K -219 -0.8%
HL
1663
HeadInvest LLC
Maine
$794K +$20.4K +698 +3%
SIA
1664
Sit Investment Associates
Minnesota
$794K
HB
1665
HTLF Bank
Colorado
$793K -$15.1K -519 -2%
GF
1666
Gries Financial
Ohio
$793K +$25.6K +876 +3%
SIM
1667
Sentry Investment Management
Wisconsin
$791K
TCM
1668
Traynor Capital Management
Pennsylvania
$791K +$42.2K +1,445 +6%
FCT
1669
First Community Trust
Iowa
$790K -$3.65K -125 -0.5%
LIA
1670
Lynx Investment Advisory
District of Columbia
$790K -$4.7K -161 -0.6%
TCOTS
1671
Trust Company of the South
North Carolina
$789K -$1.46K -50 -0.2%
HPM
1672
Hoxton Planning & Management
West Virginia
$789K +$41.5K +1,424 +6%
SLWA
1673
San Luis Wealth Advisors
California
$789K +$280K +9,586 +54%
BCP
1674
Blackhawk Capital Partners
Wisconsin
$787K -$49.2K -1,685 -6%
WTB
1675
Washington Trust Bank
Washington
$786K +$22.8K +783 +3%