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Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
1876
Beacon Harbor Wealth Advisors
Virginia
$377K +$49.5K +2,648 +15%
AL
1877
Aspiriant LLC
California
$376K +$60.3K +3,228 +19%
SICM
1878
Sustainable Insight Capital Management
New York
$375K -$88.8K -4,751 -19%
RC
1879
Roundview Capital
New Jersey
$373K -$164K -8,761 -30%
ACA
1880
Aptus Capital Advisors
Alabama
$373K -$161K -8,619 -30%
BBNA
1881
Bremer Bank National Association
Minnesota
$373K -$31.4K -1,678 -8%
BFS
1882
Bickling Financial Services
Massachusetts
$373K -$20.6K -1,104 -5%
PG
1883
Proffitt & Goodson
Tennessee
$373K -$10.2K -543 -3%
TF
1884
Tompkins Financial
New York
$371K -$4.09K -219 -1%
PCMC
1885
Paragon Capital Management (Colorado)
Colorado
$371K -$1.16K -62 -0.3%
BB
1886
Berkshire Bank
Massachusetts
$370K -$145K -7,736 -28%
HIP
1887
HUB Investment Partners
Texas
$370K -$14.4K -772 -4%
FC
1888
FCA Corp
Texas
$370K +$186K +9,962 +100%
AT
1889
Arvest Trust
Oklahoma
$370K +$372K +19,910 New
VBCG
1890
Valley Brook Capital Group
Pennsylvania
$369K -$262K -14,039 -41%
BOC
1891
Barbara Oil Co
Illinois
$369K
TI
1892
Telemetry Investments
New York
$369K +$371K +19,860 New
IFG
1893
Investors Financial Group
Minnesota
$368K -$88.7K -4,746 -19%
UWM
1894
USAdvisors Wealth Management
Minnesota
$367K +$49.6K +2,656 +16%
FI
1895
Finivi Inc
Massachusetts
$366K +$368K +19,713 New
AWA
1896
Amplius Wealth Advisors
Pennsylvania
$366K +$369K +19,730 New
FB
1897
First Bancorp
Maine
$365K -$30.6K -1,635 -8%
BCP
1898
Blue Chip Partners
Michigan
$365K -$13.8K -738 -4%
WF
1899
Williams Financial
Vermont
$364K +$366K +19,567 New
ISWM
1900
Independent Solutions Wealth Management
New York
$364K +$5.68K +304 +2%