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Name Holding Trade Value Shares
Change
Change in
Stake
RP
1076
Riverbridge Partners
Minnesota
$243K +$241K +3,365 New
SMG
1077
Smart Money Group
Texas
$242K +$1.07K +15 +0.5%
GWM
1078
Gibbs Wealth Management
Georgia
$242K +$239K +3,346 New
LA
1079
LM Advisors
California
$241K
MMPW
1080
Mitchell McLeod Pugh & Williams
Alabama
$240K
CHC
1081
City Holding Co
West Virginia
$240K -$357 -5 -0.1%
CF
1082
Clarity Financial
Texas
$238K +$236K +3,303 New
GBT
1083
Grove Bank & Trust
Florida
$237K -$7.65K -107 -3%
FG
1084
Fiduciary Group
Georgia
$237K
CG
1085
Clarus Group
Texas
$236K -$230K -3,219 -50%
SWA
1086
SFMG Wealth Advisors
Texas
$236K +$6.08K +85 +3%
KA
1087
Klingman & Associates
New York
$236K +$233K +3,264 New
SW
1088
SkyOak Wealth
Michigan
$235K
TLA
1089
Tanglewood Legacy Advisors
Texas
$234K
JPWM
1090
Jamison Private Wealth Management
Georgia
$234K -$48.6K -680 -17%
TF
1091
Tompkins Financial
New York
$233K
EBSAM
1092
Eubel Brady & Suttman Asset Management
Ohio
$233K
BWP
1093
Barlow Wealth Partners
Kentucky
$233K
GLLW
1094
Graves Light Lenhart Wealth
Virginia
$233K
TFP
1095
Triune Financial Partners
Kansas
$233K +$2.22K +31 +1%
AIM
1096
Avity Investment Management
Connecticut
$233K
FDCP
1097
Foster Dykema Cabot & Partners
Massachusetts
$233K
APP
1098
Avantax Planning Partners
Iowa
$232K -$2.07K -29 -0.9%
MSAM
1099
Moloney Securities Asset Management
Missouri
$231K -$2.14K -30 -0.9%
CC
1100
Cadinha & Co
Hawaii
$231K -$28.6K -400 -11%