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Name Holding Trade Value Shares
Change
Change in
Stake
DE
1226
Diversified Enterprises
Delaware
$213K +$246K +2,980 New
DCM
1227
Dorato Capital Management
Colorado
$212K
TTWM
1228
TCV Trust & Wealth Management
Virginia
$212K
ONST
1229
Old North State Trust
North Carolina
$212K
WF
1230
Williams Financial
Vermont
$211K -$1.32K -16 -0.5%
LNB
1231
Ledyard National Bank
$211K -$83 -1 -0%
CA
1232
Claro Advisors
Massachusetts
$211K +$244K +2,951 New
MGIA
1233
Moneta Group Investment Advisors
Missouri
$209K -$3.14K -38 -1%
PB
1234
Pinnacle Bancorp
Nebraska
$208K
SIA
1235
Soltis Investment Advisors
Utah
$207K +$12.2K +147 +5%
OCA
1236
OpenArc Corporate Advisory
Georgia
$207K +$1.82K +22 +0.8%
CGH
1237
CMG Global Holdings
Texas
$207K
NDSI
1238
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$413 +5 +0.2%
PCA
1239
Peddock Capital Advisors
Massachusetts
$205K -$1.65K -20 -0.7%
LMFP
1240
Larry Mathis Financial Planning
Arizona
$205K -$4.13K -50 -2%
CGFA
1241
Colton Groome Financial Advisors
North Carolina
$205K -$34.7K -420 -13%
PFA
1242
Pure Financial Advisors
California
$205K +$238K +2,873 New
BHIA
1243
Birch Hill Investment Advisors
Massachusetts
$205K -$11.4K -138 -5%
FFN
1244
Focus Financial Network
Minnesota
$204K +$331 +4 +0.1%
APA
1245
Astoria Portfolio Advisors
New York
$203K +$7.94K +96 +4%
HR
1246
Hardy Reed
Mississippi
$203K +$992 +12 +0.4%
WSCM
1247
Wellington Shields Capital Management
New York
$202K -$46.9K -567 -17%
NICM
1248
Neo Ivy Capital Management
New York
$202K +$234K +2,827 New
EFG
1249
Everest Financial Group
Minnesota
$201K +$233K +2,824 New
PL
1250
Perpetual Ltd
Australia
$201K +$233K +2,820 New