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Name Holding Trade Value Shares
Change
Change in
Stake
HP
826
Holistic Planning
Texas
$494K +$26.8K +310 +5%
FMTC
827
Farmers & Merchants Trust Company
California
$494K +$3.45K +40 +0.6%
AC
828
Avestar Capital
New York
$491K +$37.9K +439 +7%
MDA
829
Minot DeBlois Advisors
Massachusetts
$491K +$1.81K +21 +0.3%
RPC
830
Rossmore Private Capital
Connecticut
$488K -$863 -10 -0.2%
MGIA
831
Moneta Group Investment Advisors
Missouri
$487K -$28K -324 -5%
GCM
832
Gallacher Capital Management
Colorado
$487K -$470K -5,440 -46%
WAG
833
Wallace Advisory Group
California
$486K +$22.3K +258 +4%
RS
834
R Squared
Hong Kong
$486K +$541K +6,266 New
Thrivent Financial for Lutherans
835
Thrivent Financial for Lutherans
Minnesota
$485K +$18.4K +213 +4%
CAI
836
Capital Advisors Inc
Oklahoma
$481K -$22.4K -260 -4%
YCM
837
Yousif Capital Management
Michigan
$478K -$1.79M -20,694 -77%
RBC
838
Romano Brothers & Co
Illinois
$477K – – –
C
839
Certuity
Florida
$476K -$50.9K -590 -9%
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$476K -$2.16K -25 -0.4%
VVP
841
Venture Visionary Partners
Ohio
$474K -$5.35K -62 -1%
NAM
842
NTV Asset Management
West Virginia
$474K -$51.8K -600 -9%
SB
843
SIG Brokerage
New York
$474K +$527K +6,110 New
RA
844
Riversedge Advisors
Delaware
$472K +$104K +1,202 +25%
HR
845
Hardy Reed
Mississippi
$472K -$2.85K -33 -0.5%
JSC
846
Jackson Square Capital
California
$469K +$18.6K +215 +4%
LCWP
847
Legacy Capital Wealth Partners
Arkansas
$469K -$3.63K -42 -0.7%
RCA
848
Resonant Capital Advisors
Wisconsin
$467K -$131K -1,514 -20%
TTWM
849
TCV Trust & Wealth Management
Virginia
$467K +$6.13K +71 +1%
HA
850
Hamel Associates
New Jersey
$466K – – –