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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1876
Benedict Financial Advisors
Georgia
$377K -$885K -47,367 -70%
BHWA
1877
Beacon Harbor Wealth Advisors
Virginia
$377K +$49.5K +2,648 +15%
AL
1878
Aspiriant LLC
California
$376K +$60.3K +3,228 +19%
SICM
1879
Sustainable Insight Capital Management
New York
$375K -$88.8K -4,751 -19%
RC
1880
Roundview Capital
New Jersey
$373K -$164K -8,761 -30%
ACA
1881
Aptus Capital Advisors
Alabama
$373K -$161K -8,619 -30%
BBNA
1882
Bremer Bank National Association
Minnesota
$373K -$31.4K -1,678 -8%
BFS
1883
Bickling Financial Services
Massachusetts
$373K -$20.6K -1,104 -5%
PG
1884
Proffitt & Goodson
Tennessee
$373K -$10.2K -543 -3%
TF
1885
Tompkins Financial
New York
$371K -$4.09K -219 -1%
PCMC
1886
Paragon Capital Management (Colorado)
Colorado
$371K -$1.16K -62 -0.3%
BB
1887
Berkshire Bank
Massachusetts
$370K -$145K -7,736 -28%
HIP
1888
HUB Investment Partners
Texas
$370K -$14.4K -772 -4%
FC
1889
FCA Corp
Texas
$370K +$186K +9,962 +100%
AT
1890
Arvest Trust
Oklahoma
$370K +$372K +19,910 New
VBCG
1891
Valley Brook Capital Group
Pennsylvania
$369K -$262K -14,039 -41%
BOC
1892
Barbara Oil Co
Illinois
$369K – – –
TI
1893
Telemetry Investments
New York
$369K +$371K +19,860 New
IFG
1894
Investors Financial Group
Minnesota
$368K -$88.7K -4,746 -19%
UWM
1895
USAdvisors Wealth Management
Minnesota
$367K +$49.6K +2,656 +16%
FI
1896
Finivi Inc
Massachusetts
$366K +$368K +19,713 New
AWA
1897
Amplius Wealth Advisors
Pennsylvania
$366K +$369K +19,730 New
FB
1898
First Bancorp
Maine
$365K -$30.6K -1,635 -8%
BCP
1899
Blue Chip Partners
Michigan
$365K -$13.8K -738 -4%
WF
1900
Williams Financial
Vermont
$364K +$366K +19,567 New