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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1326
Salvus Wealth Management
New Jersey
$555K +$49.6K +265 +11%
CT
1327
Columbia Trust
Oregon
$553K -$172K -919 -25%
ITIM
1328
Indiana Trust & Investment Management
Indiana
$553K – – –
CBT
1329
CoreFirst Bank & Trust
Kansas
$547K – – –
ZCA
1330
Zeke Capital Advisors
Pennsylvania
$546K -$252K -1,347 -33%
TFS
1331
Thoroughbred Financial Services
Tennessee
$544K +$1.5K +8 +0.3%
CCG
1332
Capital CS Group
California
$544K +$514K +2,747 New
ACM
1333
AlphaStar Capital Management
North Carolina
$543K -$401K -2,140 -44%
Barings
1334
Barings
North Carolina
$542K -$51.5K -275 -9%
R.M. Davis Inc
1335
R.M. Davis Inc
Maine
$542K +$23.2K +124 +5%
WF
1336
Williams Financial
Vermont
$540K +$510K +2,725 New
Hillsdale Investment Management
1337
Hillsdale Investment Management
Ontario, Canada
$539K -$24.3K -130 -5%
KFA
1338
Kelleher Financial Advisors
New York
$539K +$374 +2 +0.1%
BST
1339
Bath Savings Trust
Maine
$538K +$23.4K +125 +5%
SFSIG
1340
San Francisco Sentry Investment Group
California
$536K +$28.1K +150 +6%
MSAM
1341
Moloney Securities Asset Management
Missouri
$535K +$22.5K +120 +5%
LWA
1342
Lenox Wealth Advisors
New York
$533K -$138K -737 -21%
TPW
1343
TL Private Wealth
Texas
$533K – – –
WTB
1344
Washington Trust Bank
Washington
$529K -$49.2K -263 -9%
TCWM
1345
Total Clarity Wealth Management
Illinois
$529K – – –
ACP
1346
Ashfield Capital Partners
California
$527K – – –
SMM
1347
Stadion Money Management
Georgia
$527K +$498K +2,663 New
XTX Topco
1348
XTX Topco
Cayman Islands
$526K +$497K +2,657 New
LOPW
1349
Live Oak Private Wealth
North Carolina
$524K -$29K -155 -6%
PIM
1350
Perpetual Investment Management
Australia
$524K +$33.9K +181 +7%