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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2401
Pointe Capital Management
Michigan
$280K – – –
Stonegate Investment Group
2402
Stonegate Investment Group
Alabama
$280K +$267K +795 New
TA
2403
TruWealth Advisors
Louisiana
$280K +$267K +795 New
Atlantic Union Bankshares
2404
Atlantic Union Bankshares
Virginia
$279K -$154K -459 -37%
AA
2405
AlphaMark Advisors
Kentucky
$279K -$30.2K -90 -10%
Caxton Associates (New York)
2406
Caxton Associates (New York)
New York
$278K -$179M -533,181 -100%
CHC
2407
City Holding Co
West Virginia
$278K +$206K +615 +180%
OPA
2408
Old Port Advisors
Maine
$278K +$263K +783 New
SHFA
2409
SC&H Financial Advisors
Maryland
$278K +$265K +789 New
WFA
2410
WestHill Financial Advisors
California
$278K +$265K +789 New
FI
2411
Financial Insights
Washington
$277K – – –
VBCG
2412
Valley Brook Capital Group
Pennsylvania
$277K +$265K +789 New
KFS
2413
Kurt F. Somerville
$276K +$263K +783 New
SPAS
2414
Spectrum Planning & Advisory Services
California
$275K -$755K -2,250 -74%
FCMT
2415
Founders Capital Management (Texas)
Texas
$275K – – –
MCA
2416
Millennium Capital Advisors
Arkansas
$274K +$261K +777 New
FNBOMD
2417
First National Bank of Mount Dora
Florida
$273K – – –
KWM
2418
Kanen Wealth Management
Florida
$273K – – –
PFA
2419
Peak Financial Advisors
Colorado
$272K -$351K -1,047 -58%
CWM
2420
Collaborative Wealth Management
Florida
$272K +$259K +771 New
CAAM
2421
Cornerstone Advisors Asset Management
Pennsylvania
$272K +$259K +771 New
GPWA
2422
Great Point Wealth Advisors
Massachusetts
$271K +$258K +768 New
PBF
2423
Petix & Botte Financial
California
$269K -$257K -765 -50%
WMA
2424
Wealth Management Associates
New Jersey
$267K +$255K +759 New
FWM
2425
Forefront Wealth Management
Pennsylvania
$265K +$253K +753 New