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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1726
Prosperity Capital Advisors
Ohio
$270K -$45.5K -300 -16%
LC
1727
LCNB Corp
Ohio
$270K +$10.6K +70 +5%
BHWM
1728
Beaird Harris Wealth Management
Texas
$268K
CA
1729
Commerzbank Aktiengesellschaft
Germany
$268K -$248K -1,636 -52%
MIM
1730
Moseley Investment Management
Florida
$267K +$233K +1,534 New
SDWIA
1731
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K
CPA
1732
Cardiff Park Advisors
California
$266K +$8.65K +57 +4%
RSWM
1733
Robertson Stephens Wealth Management
California
$265K +$231K +1,521 New
TW
1734
TrinityPoint Wealth
Connecticut
$265K
PAMG
1735
Patton Albertson Miller Group
Tennessee
$265K +$231K +1,526 New
SFG
1736
Sunburst Financial Group
Alabama
$265K +$231K +1,526 New
WRPWM
1737
Werba Rubin Papier Wealth Management
California
$265K +$231K +1,525 New
AFA
1738
AA Financial Advisors
Ohio
$264K +$231K +1,520 New
VC
1739
Veery Capital
Delaware
$263K -$1.52K -10 -0.7%
CA
1740
Calton & Associates
Florida
$263K +$230K +1,513 New
DC
1741
Defender Capital
North Carolina
$262K
BIA
1742
Barry Investment Advisors
Massachusetts
$262K +$152 +1 +0.1%
GCIA
1743
Gabelli & Co Investment Advisers
New York
$261K
ICA
1744
Infrastructure Capital Advisors
New York
$261K +$228K +1,500 New
WP
1745
Westmount Partners
California
$260K +$4.55K +30 +2%
PCTC
1746
Perkins Coie Trust Company
Washington
$260K
IGGA
1747
Iron Gate Global Advisors
Utah
$259K -$15.3K -101 -6%
1CP
1748
17 Capital Partners
Arizona
$258K
1SB
1749
1ST Source Bank
Indiana
$257K +$224K +1,476 New
VFA
1750
Values First Advisors
Tennessee
$256K -$85.9K -566 -28%