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Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1826
J.L. Bainbridge & Co
Florida
$252K +$568 +6 +0.2%
JC
1827
JB Capital
Connecticut
$252K -$1.14K -12 -0.4%
PB
1828
Pinnacle Bancorp
Nebraska
$251K
AWS
1829
Arkfeld Wealth Strategies
Nebraska
$251K -$10.7K -113 -4%
BIG
1830
Brookwood Investment Group
Arizona
$250K -$14.1K -149 -5%
TAFW
1831
Tred Avon Family Wealth
Maryland
$250K -$6.91K -73 -3%
ZCP
1832
Z3 Capital Partners
Virginia
$250K -$18.9K -200 -7%
FCB
1833
First County Bank
Connecticut
$250K +$264K +2,789 New
UAG
1834
United Advisor Group
Ohio
$250K
SHFA
1835
SC&H Financial Advisors
Maryland
$250K
IMT
1836
Investment Management Trust
Massachusetts
$250K +$264K +2,787 New
JBA
1837
Johnson Bixby & Associates
Washington
$249K +$1.42K +15 +0.5%
CFO
1838
Cambient Family Office
Michigan
$248K +$262K +2,770 New
WAOI
1839
Wealth Advisors of Iowa
Iowa
$248K -$757 -8 -0.3%
BRWM
1840
Blue Rock Wealth Management
North Carolina
$246K
CFS
1841
CGC Financial Services
Oregon
$245K
WDG
1842
Wealth Dimensions Group
Ohio
$245K +$2.65K +28 +1%
WSA
1843
Wealth Science Advisors
Georgia
$244K
FRM
1844
Fox Run Management
Connecticut
$244K -$838K -8,856 -76%
TWM
1845
Tradition Wealth Management
Minnesota
$243K +$10.2K +108 +4%
WIA
1846
Wealthedge Investment Advisors
New York
$243K +$284 +3 +0.1%
AP
1847
Arlington Partners
Alabama
$242K +$256K +2,706 New
KFGK
1848
Keystone Financial Group (Kentucky)
Kentucky
$242K +$23.4K +247 +10%
CAM
1849
CPA Asset Management
Florida
$242K
FFIC
1850
First Fiduciary Investment Counsel
Ohio
$242K -$24.4K -258 -9%