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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
2176
Lloyd Advisory Services
Georgia
$243K +$6.95K +372 +3%
MHB
2177
Midwest Heritage Bank
Iowa
$243K +$244K +13,052 New
AF
2178
AtlasMark Financial
Texas
$242K – – –
WorldQuant Millennium Advisors
2179
WorldQuant Millennium Advisors
New York
$242K -$15.5M -828,105 -98%
TAM
2180
Taurus Asset Management
New York
$242K -$32.2K -1,721 -12%
PMG
2181
Private Management Group
California
$241K -$32.1K -1,719 -12%
PBO
2182
Peoples Bank (Ohio)
Ohio
$240K -$92.9K -4,970 -28%
ATWA
2183
Arbor Trust Wealth Advisors
Michigan
$240K -$28.1K -1,502 -10%
ME
2184
McIlrath & Eck
Washington
$240K +$24.4K +1,303 +11%
BSA
2185
Bull Street Advisors
Georgia
$238K -$9.91K -530 -4%
PIM
2186
Provident Investment Management
Michigan
$238K – – –
RCG
2187
Rock Creek Group
District of Columbia
$237K -$3.37K -180 -1%
CRWM
2188
Castle Rock Wealth Management
California
$236K -$9.25K -495 -4%
WHC
2189
Wulff, Hansen & Co
California
$236K +$238K +12,724 New
BDF
2190
Black Diamond Financial
Maryland
$235K -$19.7K -1,053 -8%
BA
2191
Bristlecone Advisors
Washington
$235K +$10.4K +558 +5%
HFS
2192
Heritage Financial Services
Massachusetts
$235K +$236K +12,648 New
MTWM
2193
Masso Torrence Wealth Management
New Jersey
$235K +$237K +12,667 New
SIG
2194
Sky Investment Group
Connecticut
$234K -$360K -19,232 -60%
LA
2195
LexAurum Advisors
Kansas
$234K -$295K -15,781 -56%
DAM
2196
Diamant Asset Management
Connecticut
$234K -$17.3K -927 -7%
BWL
2197
Bogart Wealth LLC
Virginia
$234K +$11.1K +593 +5%
NB
2198
Northwest Bancshares
Pennsylvania
$233K -$1.33M -71,347 -85%
BWM
2199
Birchcreek Wealth Management
Ohio
$233K -$46.8K -2,504 -17%
APC
2200
Aspire Private Capital
North Carolina
$233K -$13.5K -724 -5%