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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
2076
Parkside Financial Bank & Trust
Missouri
$231K -$11.9K -61 -4%
AIM
2077
Alhambra Investment Management
Florida
$231K +$14.4K +74 +6%
GA
2078
GFS Advisors
Texas
$231K +$6.8K +35 +3%
IP
2079
Isthmus Partners
Wisconsin
$231K – – –
CPP
2080
Capasso Planning Partners
South Carolina
$230K -$225K -1,160 -46%
AGA
2081
Accuvest Global Advisors
Utah
$228K +$266K +1,371 New
TL
2082
Tradewinds LLC
North Carolina
$228K -$154K -794 -37%
SHWM
2083
Smith & Howard Wealth Management
Georgia
$228K +$21.8K +112 +9%
AT
2084
Arlington Trust
Alabama
$227K -$19.4K -100 -7%
KFSC
2085
Keystone Financial Services (Colorado)
Colorado
$227K -$4.66K -24 -2%
FFG
2086
Fiduciary Financial Group
California
$227K +$12.2K +63 +4%
BFA
2087
Beaumont Financial Advisors
Massachusetts
$226K – – –
LWM
2088
Laidlaw Wealth Management
New York
$226K -$15.9K -82 -6%
CCM
2089
Cloud Capital Management
Washington
$226K +$264K +1,361 New
EWM
2090
Echo Wealth Management
Minnesota
$225K +$39.1K +201 +17%
BFA
2091
Beacon Financial Advisory
Ohio
$225K – – –
TFA
2092
Transamerica Financial Advisors
Florida
$225K -$13.8K -71 -5%
MEAC
2093
M.E. Allison & Co
Texas
$225K – – –
CFA
2094
Cahill Financial Advisors
Minnesota
$225K +$263K +1,352 New
GWAG
2095
Garrett Wealth Advisory Group
Texas
$224K +$3.89K +20 +2%
G
2096
GenTrust
Florida
$224K -$216K -1,111 -45%
PCS
2097
Private Client Services
Kentucky
$224K +$63.9K +329 +32%
CAAS
2098
Capital Asset Advisory Services
Michigan
$224K -$140K -720 -35%
SW
2099
SlateStone Wealth
Florida
$223K +$262K +1,346 New
TTWM
2100
TCV Trust & Wealth Management
Virginia
$223K – – –