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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1101
First Foundation Advisors
California
$241K +$242K +3,284 New
Riverbridge Partners
1102
Riverbridge Partners
Minnesota
$241K – – –
Kingswood Wealth Advisors
1103
Kingswood Wealth Advisors
California
$241K +$241K +3,275 New
BWM
1104
BCS Wealth Management
Tennessee
$240K +$241K +3,270 New
CPA
1105
Capital Performance Advisors
California
$240K +$9.72K +132 +4%
PPWM
1106
PFG Private Wealth Management
Florida
$240K +$240K +3,260 New
Fulton Bank
1107
Fulton Bank
Pennsylvania
$239K +$8.69K +118 +4%
Foster Group
1108
Foster Group
Iowa
$239K -$74.1K -1,006 -24%
TCM
1109
Tandem Capital Management
New Jersey
$239K – – –
TIM
1110
Tevis Investment Management
Texas
$238K – – –
CG
1111
Clarus Group
Texas
$237K +$663 +9 +0.3%
FFP
1112
FourThought Financial Partners
Florida
$237K +$6.56K +89 +3%
GFG
1113
Goldstone Financial Group
Illinois
$235K +$4.86K +66 +2%
CI
1114
Corient IA
Florida
$235K -$133K -1,800 -36%
SIA
1115
SeaBridge Investment Advisors
New Jersey
$235K – – –
UAG
1116
United Advisor Group
Ohio
$235K +$236K +3,198 New
GLLW
1117
Graves Light Lenhart Wealth
Virginia
$235K – – –
JFGLC
1118
Johnson Financial Group LLC (Colorado)
Colorado
$234K +$235K +3,185 New
TIM
1119
Thompson Investment Management
Wisconsin
$233K – – –
CV
1120
Counterweight Ventures
North Carolina
$233K – – –
HDIM
1121
Hanson & Doremus Investment Management
Vermont
$233K -$14.7K -200 -6%
WTA
1122
Washington Trust Advisors
Massachusetts
$232K – – –
EBSAM
1123
Eubel Brady & Suttman Asset Management
Ohio
$232K – – –
PFSC
1124
Peoples Financial Services Corp
Pennsylvania
$231K – – –
MGIA
1125
Matthew Goff Investment Advisor
Texas
$231K -$74 -1 -0%