Name Holding Trade Value Shares
Change
Change in
Stake
HT
1626
Heritage Trust
Oklahoma
$363K +$661 +38 +0.2%
CAWM
1627
Capital Advisors Wealth Management
Washington
$361K +$3.81K +219 +1%
SM
1628
Sweeney & Michel
California
$360K -$8.15K -469 -2%
SIA
1629
Schechter Investment Advisors
Michigan
$360K +$32.4K +1,866 +11%
FP
1630
Financial Perspectives
Minnesota
$360K +$18.4K +1,057 +6%
RGC
1631
Roberts, Glore & Co
Illinois
$359K – – –
BFO
1632
Boston Family Office
Massachusetts
$359K – – –
OL
1633
Optas LLC
Texas
$359K -$1.39K -80 -0.4%
DWM
1634
Drive Wealth Management
Utah
$358K -$19K -1,090 -5%
AHL
1635
Abel Hall LLC
Louisiana
$358K -$30.3K -1,741 -8%
IAA
1636
Ironsides Asset Advisors
North Carolina
$358K -$273K -15,714 -46%
ECM
1637
Exchange Capital Management
Michigan
$357K -$1.04K -60 -0.3%
OL
1638
OneFund LLC
Florida
$357K +$2.47K +142 +0.8%
WIC
1639
Wilkins Investment Counsel
Massachusetts
$356K +$33.7K +1,939 +12%
VAS
1640
Vestmark Advisory Solutions
Massachusetts
$356K +$1.25K +72 +0.4%
CBT
1641
CoreFirst Bank & Trust
Kansas
$355K -$18.6K -1,070 -5%
ERIC
1642
Eagle Rock Investment Company
Georgia
$354K +$4.16K +239 +1%
MPI
1643
Mairs & Power Inc
Minnesota
$354K +$2.59K +149 +0.8%
SSWM
1644
Strait & Sound Wealth Management
California
$354K -$224K -12,860 -41%
HAIM
1645
Hunter Associates Investment Management
Pennsylvania
$352K +$36.8K +2,119 +13%
SCM
1646
Saxony Capital Management
Missouri
$351K -$19.9K -1,143 -6%
SFG
1647
Socha Financial Group
New York
$351K -$6.55K -377 -2%
CBC
1648
Coombe, Bender & Co
New York
$351K -$3.13K -180 -1%
S
1649
Sunpointe
Missouri
$350K -$34.7K -1,996 -10%
PFA
1650
Pure Financial Advisors
California
$350K -$99.9K -5,748 -24%