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Name Holding Trade Value Shares
Change
Change in
Stake
WRM
2326
Weybosset Research & Management
Rhode Island
$396K
MLFP
2327
MPS Loria Financial Planners
Illinois
$396K +$5.8K +131 +1%
BC
2328
Bridgefront Capital
Texas
$394K +$406K +9,167 New
BOS
2329
Bingham Osborn & Scarborough
California
$393K +$22.1K +500 +6%
SWM
2330
Selective Wealth Management
Virginia
$392K -$105K -2,375 -21%
PCC
2331
Park Circle Company
Maryland
$391K
SAM
2332
Seelaus Asset Management
New Jersey
$390K +$44 +1 +0%
KFA
2333
Krane Funds Advisors
New York
$390K +$401K +9,059 New
FPCP
2334
Fort Point Capital Partners
California
$387K -$31.7K -716 -7%
MMM
2335
Mendel Money Management
Illinois
$387K +$4.21K +95 +1%
ARG
2336
Advisory Resource Group
Oklahoma
$386K -$612K -13,823 -61%
JWM
2337
JFG Wealth Management
Colorado
$386K
WPA
2338
West Paces Advisors
Georgia
$385K +$89.4K +2,019 +29%
FBFS
2339
First Business Financial Services
Wisconsin
$383K
FMP
2340
Financial Management Professionals
Texas
$383K +$1.42K +32 +0.4%
PJSIMP
2341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$380K +$9.53K +215 +3%
RZH
2342
Relyea Zuckerberg Hanson
Connecticut
$380K +$63.3K +1,428 +19%
CFAM
2343
Center For Asset Management
Florida
$379K -$26K -586 -6%
FCFC
2344
First Commonwealth Financial Corp
Pennsylvania
$379K -$3.81K -86 -1%
KA
2345
Klingman & Associates
New York
$378K -$50.5K -1,139 -11%
GA
2346
Geller Advisors
New York
$377K +$9.97K +225 +3%
SDH
2347
Sloy Dahl & Holst
Washington
$376K +$22.6K +511 +6%
ACA
2348
Affinity Capital Advisors
California
$375K -$2.88K -65 -0.7%
LF
2349
LifeSteps Financial
California
$375K
BIP
2350
Blueprint Investment Partners
North Carolina
$375K +$387K +8,726 New