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Name Holding Trade Value Shares
Change
Change in
Stake
CS
2251
Capital Square
Tennessee
$320K +$523 +20 +0.2%
FPCP
2252
Fort Point Capital Partners
California
$319K +$330K +12,608 New
BTWM
2253
Brass Tax Wealth Management
Ohio
$319K -$2.98K -114 -0.9%
PTB
2254
Pioneer Trust Bank
Oregon
$318K
CCWA
2255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$318K -$55.3K -2,113 -14%
EFG
2256
Embree Financial Group
Illinois
$317K +$73.9K +2,826 +29%
CFD
2257
Creative Financial Designs
Indiana
$317K -$847K -32,370 -72%
AFA
2258
Avant Financial Advisors
Texas
$317K
BBPWM
2259
Blue Bell Private Wealth Management
Pennsylvania
$316K +$22.5K +858 +7%
WDL
2260
Well Done LLC
Michigan
$316K +$1.18K +45 +0.4%
WIC
2261
Whitegate Investment Counselors
New Hampshire
$315K
CASB
2262
Cape Ann Savings Bank
Massachusetts
$315K -$11.1K -425 -3%
RMF
2263
Red Mountain Financial
Colorado
$315K +$6.46K +247 +2%
GAA
2264
Guardian Asset Advisors
Pennsylvania
$315K -$7.93K -303 -2%
FB
2265
Finward Bancorp
Indiana
$313K -$23.3K -889 -7%
KTA
2266
Keeley-Teton Advisors
Illinois
$313K -$26K -992 -7%
PSFG
2267
Prairie Sky Financial Group
Illinois
$313K
MLA
2268
My Legacy Advisors
Oregon
$312K +$11.1K +424 +4%
FA
2269
Faithward Advisors
Pennsylvania
$312K +$120K +4,588 +59%
FAT
2270
First American Trust
California
$312K -$4.47K -171 -1%
ACP
2271
Argyle Capital Partners
California
$311K -$47K -1,795 -13%
UAG
2272
United Advisor Group
Ohio
$310K -$767K -29,323 -71%
OAM
2273
Oak Asset Management
California
$310K -$4.58K -175 -1%
APW
2274
Aventura Private Wealth
Florida
$309K +$2.62K +100 +0.8%
WI
2275
Wedgewood Investors
Pennsylvania
$309K -$7.17K -274 -2%