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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
951
Chiron Capital Management
Florida
$405K +$199K +2,152 +77%
BFA
952
BMS Financial Advisors
South Dakota
$403K +$19K +205 +4%
PGFC
953
Peapack-Gladstone Financial Corp
New Jersey
$402K -$11.2K -121 -2%
FC
954
Forte Capital
New York
$397K -$72.6K -785 -14%
WB
955
WesBanco Bank
West Virginia
$397K -$55.5K -600 -11%
CPIG
956
Chicago Partners Investment Group
Illinois
$397K +$118K +1,276 +40%
IA
957
IFP Advisors
Florida
$395K
AIA
958
Armor Investment Advisors
North Carolina
$392K -$9.25K -100 -2%
LFA
959
Legacy Financial Advisors
Kentucky
$392K +$159K +1,724 +56%
WAS
960
WESPAC Advisors SoCal
California
$389K
HIA
961
Harbor Investment Advisory
Maryland
$388K -$28.9K -313 -6%
SIMM
962
Stillwater Investment Management (Minnesota)
Minnesota
$388K +$1.67K +18 +0.4%
RWB
963
RMR Wealth Builders
New Jersey
$382K -$163K -1,759 -28%
KCM
964
Kathmere Capital Management
Pennsylvania
$382K +$191K +2,062 +79%
RB
965
Renasant Bank
Mississippi
$380K -$38.3K -414 -8%
SFCL
966
Strengthening Families & Communities LLC
Massachusetts
$380K +$32.9K +356 +11%
PGA
967
Portland Global Advisors
Maine
$378K
BAM
968
Byrne Asset Management
New Jersey
$377K -$104K -1,125 -20%
H
969
HoyleCohen
California
$377K +$149K +1,614 +54%
OWA
970
Octavia Wealth Advisors
Ohio
$375K +$18.4K +199 +5%
PWP
971
Principle Wealth Partners
Connecticut
$373K
BCA
972
Bay Colony Advisors
Massachusetts
$373K +$1.85K +20 +0.5%
KMWM
973
Keudell/Morrison Wealth Management
Oregon
$370K -$10.4K -112 -2%
BPA
974
Beacon Pointe Advisors
California
$369K -$736K -7,960 -64%
LFAS
975
Level Four Advisory Services
Texas
$368K -$82.9K -897 -17%