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Name Holding Trade Value Shares
Change
Change in
Stake
BI
2426
Ballast Inc
Kentucky
$301K – – –
WCAMG
2427
Woodard & Company Asset Management Group
North Carolina
$300K +$1.87K +6 +0.7%
BWM
2428
BlackDiamond Wealth Management
New York
$300K +$10.3K +33 +4%
NWM
2429
NEIRG Wealth Management
Massachusetts
$298K -$18.7K -60 -7%
RIG
2430
Renaissance Investment Group
Massachusetts
$298K +$308K +990 New
EHAM
2431
Eagle Harbor Asset Management
Washington
$296K +$257K +825 New
FF
2432
Financial Futures
New Jersey
$296K – – –
HCM
2433
HM Capital Management
Missouri
$296K – – –
GSWM
2434
Greenup Street Wealth Management
Michigan
$295K -$327K -1,050 -56%
SIM
2435
Stratos Investment Management
Ohio
$295K -$15.9K -51 -6%
ACM
2436
Ategra Capital Management
Virginia
$293K – – –
WF
2437
Warner Financial
Maryland
$293K – – –
CPSAC
2438
Chas P. Smith & Associates (CPS)
Florida
$292K +$23.4K +75 +10%
FFWM
2439
Future Financial Wealth Management
Ohio
$291K +$4.67K +15 +2%
PBF
2440
Petix & Botte Financial
California
$291K +$14K +45 +6%
RCA
2441
Reitz Capital Advisors
Michigan
$291K +$252K +810 New
MCA
2442
Millennium Capital Advisors
Arkansas
$290K +$9.34K +30 +4%
Vaughan David Investments
2443
Vaughan David Investments
Illinois
$289K – – –
BBPWM
2444
Blue Bell Private Wealth Management
Pennsylvania
$289K +$26.2K +84 +12%
IGGA
2445
Iron Gate Global Advisors
Utah
$288K -$94.4K -303 -27%
Atlantic Union Bankshares
2446
Atlantic Union Bankshares
Virginia
$288K +$2.8K +9 +1%
Martingale Asset Management
2447
Martingale Asset Management
Massachusetts
$287K – – –
PSC
2448
Prentiss Smith & Co
Vermont
$287K +$18.7K +60 +8%
ACM
2449
Anfield Capital Management
California
$286K -$213K -684 -46%
CHP
2450
Cable Hill Partners
Oregon
$286K +$29K +93 +13%