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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
951
First American Trust
California
$332K +$5.52K +82 +2%
CAM
952
Carret Asset Management
New York
$332K
DJSG
953
D.J. St. Germain
Massachusetts
$332K
TSMHT
954
Thurston Springer Miller Herd & Titak
Indiana
$332K +$18.7K +278 +7%
VIPI
955
Vista Investment Partners II
Indiana
$332K +$539 +8 +0.2%
AP
956
Adero Partners
California
$331K +$60K +891 +25%
GLA
957
Good Life Advisors
Pennsylvania
$330K +$51.5K +765 +20%
KIA
958
KCM Investment Advisors
California
$329K -$96.1K -1,427 -24%
PGF
959
Plan Group Financial
Oklahoma
$328K +$39.1K +580 +15%
FFC
960
First Financial Corp
Indiana
$328K -$7.34K -109 -2%
TW
961
Traveka Wealth
California
$327K -$67 -1 -0%
NRC
962
New Republic Capital
North Carolina
$326K -$47.5K -705 -14%
RFN
963
RDA Financial Network
Iowa
$325K +$37.9K +562 +15%
PCM
964
Park Capital Management
Wisconsin
$324K -$98.4K -1,460 -25%
HC
965
Hara Capital
Washington
$324K -$15.5K -230 -5%
GC
966
Grange Capital
Oregon
$323K
CP
967
Canopy Partners
Ohio
$323K -$4.31K -64 -1%
SFG
968
Seamount Financial Group
Colorado
$322K +$33.7K +500 +13%
SAA
969
Southeast Asset Advisors
Georgia
$321K
KCFA
970
Key Client Fiduciary Advisors
New Jersey
$321K +$67 +1 +0%
SDAM
971
Shulman DeMeo Asset Management
New York
$321K +$8.15K +121 +3%
EHAM
972
Eagle Harbor Asset Management
Washington
$320K -$19.2K -285 -6%
SWA
973
Sax Wealth Advisors
New Jersey
$320K +$11K +164 +4%
IAP
974
Indie Asset Partners
Indiana
$320K +$135 +2 +0%
WT
975
Washington Trust
Rhode Island
$320K