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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2676
Lantz Financial
Illinois
$397K +$50.3K +151 +11%
WHCI
2677
W.H. Cornerstone Investments
Massachusetts
$396K +$61.3K +184 +14%
OFG
2678
Omega Financial Group
California
$395K +$199K +596 +64%
AAM
2679
Austin Asset Management
Texas
$394K -$26.3K -79 -5%
EFH
2680
Eaton Financial Holdings
Florida
$393K
MFG
2681
Monte Financial Group
Connecticut
$393K +$3.33K +10 +0.6%
SHFA
2682
Sherrill & Hutchins Financial Advisory
Georgia
$393K
CA
2683
CSM Advisors
Pennsylvania
$393K +$242K +725 +91%
ACIM
2684
Azimuth Capital Investment Management
Michigan
$391K +$8.33K +25 +2%
SPW
2685
Surience Private Wealth
Washington
$390K -$2.78M -8,356 -85%
IW
2686
Instrumental Wealth
Florida
$390K +$104K +312 +30%
PWA
2687
Providence Wealth Advisors
Illinois
$389K +$35.7K +107 +8%
BA
2688
Birinyi Associates
Connecticut
$389K
PIC
2689
Platt Investment Counsel
Florida
$389K -$100K -300 -17%
GCM
2690
GKV Capital Management
California
$389K -$33.3K -100 -6%
LF
2691
Lee Financial
Texas
$387K +$24.7K +74 +5%
WWM
2692
Waterway Wealth Management
Texas
$387K +$88.6K +266 +22%
AIFS
2693
A&I Financial Services
Colorado
$387K +$68.7K +206 +16%
SPWG
2694
Sage Private Wealth Group
Illinois
$386K +$3K +9 +0.6%
TFG
2695
Tull Financial Group
Virginia
$385K -$2K -6 -0.4%
GWM
2696
GDS Wealth Management
Texas
$385K +$256K +768 +107%
MIA
2697
MMBG Investment Advisors
Florida
$385K +$73.3K +220 +17%
TCM
2698
Tributary Capital Management
Nebraska
$385K +$203K +610 +70%
CHC
2699
City Holding Co
West Virginia
$385K +$20.7K +62 +4%
VWM
2700
Vermillion Wealth Management
Minnesota
$384K +$140K +420 +40%