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Name Holding Trade Value Shares
Change
Change in
Stake
CS
3526
Capital Square
Tennessee
$369K +$16.3K +41 +5%
JWM
3527
Johnson Wealth Management
North Dakota
$368K +$29K +73 +9%
SHFC
3528
Safe Harbor Family Capital
North Carolina
$368K +$3.58K +9 +1%
GAM
3529
Gould Asset Management
California
$367K +$347K +873 New
BFG
3530
Birch Financial Group
New Hampshire
$366K -$7.95K -20 -2%
TL
3531
Tradewinds LLC
North Carolina
$366K +$874K +2,197 +333%
DA
3532
Dillon & Associates
Michigan
$366K +$1.99K +5 +0.6%
SFG
3533
Southern Financial Group
Alabama
$366K -$17.9K -45 -5%
OCA
3534
Odyssey Capital Advisors
Pennsylvania
$366K -$2.39K -6 -0.7%
BSB
3535
Bangor Savings Bank
Maine
$365K +$7.95K +20 +2%
GHA
3536
Granite Harbor Advisors
Texas
$364K -$4.77K -12 -1%
TC
3537
Town Capital
Maryland
$364K +$1.59K +4 +0.5%
LFWA
3538
LiftPoint Family Wealth Advisors
New Jersey
$364K +$127K +320 +59%
SMG
3539
Smart Money Group
Texas
$364K +$795 +2 +0.2%
CT
3540
Caldwell Trust
Florida
$363K -$179K -450 -34%
VWM
3541
Verus Wealth Management
Wisconsin
$363K – – –
KCM
3542
Kanawha Capital Management
Virginia
$363K +$17.5K +44 +5%
HP
3543
HT Partners
Connecticut
$362K -$11.1K -28 -3%
PFG
3544
Pinnacle Financial Group
Illinois
$361K -$9.15K -23 -3%
ATI
3545
ARK & TLK Investments
Oklahoma
$361K – – –
GCM
3546
Gunderson Capital Management
South Carolina
$360K +$340K +855 New
AA
3547
Alesco Advisors
New York
$359K +$8.35K +21 +3%
CC
3548
Cypress Capital
Tennessee
$358K -$16.3K -41 -5%
MWM
3549
MBE Wealth Management
Wisconsin
$358K +$1.19K +3 +0.4%
ST
3550
Sentinel Trust
Texas
$358K – – –