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Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
2201
First National Bank Sioux Falls
South Dakota
$383K +$375K +10,573 New
AWM
2202
Absher Wealth Management
North Carolina
$382K -$53.1K -1,496 -12%
WCM
2203
WealthBridge Capital Management
Ohio
$382K -$24.8K -698 -6%
SIC
2204
Samalin Investment Counsel
New York
$382K +$15.1K +426 +4%
FSG
2205
Financial Strategies Group
Michigan
$381K -$888 -25 -0.2%
TWI
2206
Thomas White International
Illinois
$381K – – –
WDL
2207
Well Done LLC
Michigan
$381K – – –
CA
2208
Crewe Advisors
Utah
$381K +$5.61K +158 +2%
CAL
2209
Capital Advisors Ltd
Ohio
$380K – – –
MW
2210
MBL Wealth
North Carolina
$379K +$41.3K +1,162 +12%
RWM
2211
RKL Wealth Management
Pennsylvania
$378K -$40.7K -1,147 -10%
FFWM
2212
Future Financial Wealth Management
Ohio
$378K +$35.6K +1,003 +11%
QCM
2213
Quest Capital Management
Texas
$377K -$23.6K -665 -6%
PHAM
2214
Palisades Hudson Asset Management
Florida
$377K – – –
PCM
2215
Pointe Capital Management
Michigan
$377K +$888 +25 +0.2%
LB
2216
Legacy Bridge
Iowa
$377K +$25.7K +725 +7%
CCFM
2217
Clear Creek Financial Management
Washington
$376K -$791K -22,267 -70%
PC
2218
Port Capital
Illinois
$376K -$91.8K -2,585 -20%
Fiera Capital (Canada)
2219
Fiera Capital (Canada)
Quebec, Canada
$376K -$7.6K -214 -2%
PWA
2220
Phoenix Wealth Advisors
North Carolina
$376K +$6.75K +190 +2%
SICM
2221
Sustainable Insight Capital Management
New York
$375K -$74.6K -2,100 -17%
CAM
2222
Congress Asset Management
Massachusetts
$373K +$2.98K +84 +0.8%
HIM
2223
Hanlon Investment Management
New Jersey
$372K +$1.6K +45 +0.4%
BIA
2224
BHK Investment Advisors
Alabama
$372K +$2.95K +83 +0.8%
SNB
2225
Security National Bank
Nebraska
$371K +$124K +3,480 +51%