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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2301
Greenwood Capital Associates
South Carolina
$200K +$201K +10,740 New
KFS
2302
Kelly Financial Services
Massachusetts
$198K +$1.1K +59 +0.6%
ODG
2303
O'Dell Group
Ohio
$198K -$7.38K -395 -4%
FPB
2304
First PREMIER Bank
South Dakota
$198K +$14.5K +776 +8%
GC
2305
Garde Capital
Washington
$195K +$196K +10,482 New
WIM
2306
Westside Investment Management
California
$194K -$69.1K -3,699 -18%
LTI
2307
Laffer Tengler Investments
Tennessee
$193K +$56 +3 +0%
FCT
2308
Family Capital Trust
Massachusetts
$192K +$7.42K +397 +4%
UCB
2309
United Community Bank
South Carolina
$192K +$193K +10,319 New
GFPC
2310
Global Financial Private Client
Florida
$190K -$76.8K -4,106 -29%
JWM
2311
Janiczek Wealth Management
Colorado
$187K +$59.6K +3,191 +46%
HS
2312
Horan Securities
United States
$184K +$185K +9,911 New
CPR
2313
CSU Producer Resources
Ohio
$177K
ICM
2314
Islay Capital Management
Texas
$177K
PP
2315
PrairieView Partners
Minnesota
$174K +$14.6K +782 +9%
FMP
2316
Financial Management Professionals
Texas
$173K -$79.7K -4,261 -31%
MWM
2317
Mascoma Wealth Management
New Hampshire
$172K -$351K -18,771 -67%
EBA
2318
Eagle Bay Advisors
New York
$171K -$77.2K -4,131 -31%
GG
2319
Gleason Group
Kentucky
$169K -$597K -31,944 -78%
ARMC
2320
American Research & Management Company
Massachusetts
$169K +$6.19K +331 +4%
NICM
2321
Neo Ivy Capital Management
New York
$167K -$477K -25,522 -74%
CA
2322
Crewe Advisors
Utah
$167K +$5.2K +278 +3%
MIFH
2323
Migdal Insurance & Financial Holdings
Israel
$167K +$6.26K +335 +4%
RA
2324
Rise Advisors
New York
$166K +$167K +8,911 New
SQA
2325
Simon Quick Advisors
New Jersey
$165K +$82.7K +4,423 +99%