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Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
1601
Key Client Fiduciary Advisors
New Jersey
$261K +$259K +1,576 New
TC
1602
TAGStone Capital
North Carolina
$261K +$1.81K +11 +0.7%
DCBT
1603
Dakota Community Bank & Trust
North Dakota
$260K +$15.6K +95 +6%
RAG
1604
RIA Advisory Group
Iowa
$259K +$257K +1,566 New
SSWM
1605
Sheets Smith Wealth Management
North Carolina
$259K +$164 +1 +0.1%
CMI
1606
Clare Market Investments
Texas
$259K -$7.73K -47 -3%
BFA
1607
Brendel Financial Advisors
New Hampshire
$259K +$257K +1,565 New
MWA
1608
Meridian Wealth Advisors
Texas
$259K +$27.3K +166 +12%
VC
1609
Veracity Capital
Georgia
$258K -$36.2K -220 -12%
FC
1610
Fulcrum Capital
Washington
$257K +$255K +1,554 New
PWM
1611
Peterson Wealth Management
Nevada
$257K -$1.15K -7 -0.4%
WIA
1612
World Investment Advisors
California
$257K -$15.3K -93 -6%
V
1613
VeraBank
Texas
$257K -$5.92K -36 -2%
HTHT
1614
Hemenway Trust Hemenway Trust
New Hampshire
$256K -$1.15K -7 -0.5%
KWMG
1615
King Wealth Management Group
Florida
$256K -$13.3K -81 -5%
DI
1616
DDFG Inc
California
$256K +$31.4K +191 +14%
B
1617
Bellecapital
Switzerland
$255K
MSCM
1618
McElhenny Sheffield Capital Management
Texas
$253K -$12.3K -75 -5%
HVP
1619
Hudson Value Partners
Florida
$252K +$2.47K +15 +1%
AC
1620
Allstate Corporation
Illinois
$252K -$2.69M -16,350 -91%
Barrow, Hanley, Mewhinney & Strauss
1621
Barrow, Hanley, Mewhinney & Strauss
Texas
$252K +$59.4K +361 +31%
AC
1622
Avory & Company
Florida
$252K -$33.9K -206 -12%
LRPA
1623
L. Roy Papp & Associates
Arizona
$252K
LT
1624
Legacy Trust
Michigan
$251K
MAC
1625
Mason & Associates (California)
California
$251K -$24.7K -150 -9%