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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2301
Crewe Advisors
Utah
$247K +$2.6K +73 +1%
FMB
2302
Field & Main Bank
Kentucky
$246K -$46K -1,291 -16%
TCOK
2303
Trust Company of Kansas
Kansas
$246K +$236K +6,628 New
BCM
2304
Blume Capital Management
California
$245K – – –
AFG
2305
Albion Financial Group
Utah
$244K -$56.1K -1,575 -19%
MCM
2306
Mainstay Capital Management
Michigan
$244K – – –
TIM
2307
Tortoise Investment Management
New York
$244K +$26.5K +743 +13%
WCG
2308
Weaver Consulting Group
California
$244K +$83.3K +2,338 +49%
HWA
2309
Heartwood Wealth Advisors
Virginia
$244K +$234K +6,565 New
LIA
2310
LBMC Investment Advisors
Tennessee
$243K +$4.38K +123 +2%
SFG
2311
StrategIQ Financial Group
Indiana
$243K +$6.45K +181 +3%
CBB
2312
Citizens Business Bank
California
$242K -$15.6K -437 -6%
CCA
2313
Column Capital Advisors
Indiana
$242K +$232K +6,518 New
OKSA
2314
O'Keefe Stevens Advisory
New York
$240K – – –
TI
2315
Truepoint Inc
Ohio
$239K -$54.1K -1,518 -19%
KWM
2316
Keebeck Wealth Management
Illinois
$239K +$230K +6,452 New
QAM
2317
QCI Asset Management
New York
$237K -$21.4K -601 -9%
CFO
2318
CVA Family Office
Colorado
$237K +$228K +6,388 New
FCIM
2319
Fairview Capital Investment Management
California
$236K -$13.6K -383 -6%
SEM
2320
Suncoast Equity Management
Florida
$236K -$1.82K -51 -0.8%
BCM
2321
Breiter Capital Management
Florida
$236K +$226K +6,350 New
MCMT
2322
Moon Capital Management (Tennessee)
Tennessee
$235K +$226K +6,331 New
PGCM
2323
Prescott Group Capital Management
Oklahoma
$235K – – –
FMP
2324
Financial Management Professionals
Texas
$234K – – –
AAM
2325
AMI Asset Management
California
$234K +$225K +6,308 New