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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1126
TCV Trust & Wealth Management
Virginia
$913K +$3.18K +128 +0.3%
OF
1127
Outfitter Financial
Maine
$912K +$517K +20,850 +90%
ALC
1128
Alexander Labrunerie & Co
Missouri
$912K -$6.92K -279 -0.6%
TPI
1129
Trust Point Inc
Wisconsin
$910K +$10.4K +419 +1%
PC
1130
PCB Capital
New Jersey
$910K +$96.5K +3,887 +10%
BIM
1131
Bridges Investment Management
Nebraska
$909K +$48.1K +1,938 +5%
AA
1132
Armis Advisers
Georgia
$908K +$255K +10,270 +30%
SBFM
1133
S-Bank Fund Management
Finland
$906K +$1.09M +43,790 New
GIPW
1134
Granite Islands Private Wealth
Connecticut
$906K +$769K +30,970 +240%
MHC
1135
Meyer Handelman Company
New York
$905K
KIA
1136
KCM Investment Advisors
California
$904K -$1.51K -61 -0.1%
SWA
1137
Stratos Wealth Advisors
Ohio
$904K +$1.99K +80 +0.2%
IAN
1138
Integrated Advisors Network
Texas
$900K -$62.8K -2,529 -5%
CA
1139
Continuum Advisory
Idaho
$900K +$75.5K +3,043 +8%
KCM
1140
Kennondale Capital Management
Virginia
$900K
SAM
1141
Summit Asset Management
Tennessee
$898K +$14.8K +596 +1%
KP
1142
Keel Point
Alabama
$897K -$5.83K -235 -0.5%
PLFS
1143
Provident Living Financial Services
Utah
$897K -$26.7K -1,074 -2%
NFSG
1144
Newbridge Financial Services Group
Florida
$896K +$136K +5,493 +15%
FPCG
1145
Forum Private Client Group
Indiana
$896K +$351K +14,141 +49%
SLWA
1146
San Luis Wealth Advisors
California
$895K +$1.07M +43,240 New
BFA
1147
Beacon Financial Advisory
Ohio
$894K +$218K +8,782 +26%
ACM
1148
Alethea Capital Management
Washington
$893K +$1.07M +43,146 New
SGCM
1149
Sanchez Gaunt Capital Management
Nevada
$890K +$134K +5,400 +14%
TA
1150
TFB Advisors
Kansas
$887K +$116K +4,672 +12%