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Name Holding Trade Value Shares
Change
Change in
Stake
MPI
2126
Mairs & Power Inc
Minnesota
$319K -$39K -1,552 -12%
KCM
2127
Kendall Capital Management
Maryland
$319K +$284K +11,275 New
CA
2128
Cornerstone Advisory
Maryland
$318K +$25 +1 +0%
AWM
2129
Affinity Wealth Management
Delaware
$318K +$428 +17 +0.2%
PWA
2130
Provenance Wealth Advisors
Florida
$318K -$765K -30,428 -73%
BB
2131
Berkshire Bank
Massachusetts
$317K -$39.5K -1,572 -12%
PP
2132
Pacifica Partners
Canada
$317K
CFG
2133
Clayton Financial Group
Missouri
$317K +$201 +8 +0.1%
SP
2134
Stonebrook Private
Michigan
$317K +$27.3K +1,087 +11%
CWM
2135
Connecticut Wealth Management
Connecticut
$317K -$29.3K -1,165 -9%
SC
2136
Swan Capital
Florida
$316K
POIA
2137
Pin Oak Investment Advisors
Texas
$316K +$5.18K +206 +2%
FMWA
2138
Forvis Mazars Wealth Advisors
Missouri
$316K -$675K -26,845 -71%
GK
2139
Graney & King
New York
$315K +$5.03K +200 +2%
SW
2140
SlateStone Wealth
Florida
$315K -$103K -4,106 -27%
DI
2141
Disciplined Investors
Texas
$315K +$2.89K +115 +1%
HL
2142
HeadInvest LLC
Maine
$315K
SWM
2143
Salvus Wealth Management
New Jersey
$315K +$9.03K +359 +3%
OPWM
2144
Oxinas Partners Wealth Management
Indiana
$314K +$41.3K +1,644 +17%
NFC
2145
Northeast Financial Consultants
Connecticut
$314K
NPFS
2146
Novak & Powell Financial Services
Florida
$314K +$1.36K +54 +0.5%
TW
2147
Traveka Wealth
California
$314K +$12K +478 +5%
CVA
2148
Central Valley Advisors
California
$313K +$49.4K +1,963 +22%
BC
2149
Barrett & Company
Rhode Island
$313K -$1.69K -67 -0.6%
VAMG
2150
Voisard Asset Management Group
Michigan
$313K +$1.61K +64 +0.6%