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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2176
MontVue Capital Management
Virginia
$208K +$204K +1,055 New
VCM
2177
Versant Capital Management
Arizona
$208K – – –
MAM
2178
McLean Asset Management
Virginia
$208K +$204K +1,052 New
RP
2179
Riverbridge Partners
Minnesota
$208K -$121K -625 -37%
HA
2180
Helium Advisors
Washington
$207K +$203K +1,050 New
SWP
2181
Summit Wealth Partners
Florida
$207K +$203K +1,047 New
UAG
2182
United Advisor Group
Ohio
$207K +$202K +1,046 New
BBI
2183
Baxter Bros Inc
Connecticut
$206K +$202K +1,044 New
FP
2184
FFG Partners
Florida
$205K +$201K +1,038 New
SFG
2185
Sterling Financial Group
California
$205K -$72.4K -374 -27%
PAA
2186
Peregrine Asset Advisers
Oregon
$205K +$201K +1,037 New
RFG
2187
RFP Financial Group
Georgia
$205K +$201K +1,037 New
RP
2188
Rice Partnership
Hawaii
$205K +$201K +1,037 New
CA
2189
Calton & Associates
Florida
$205K +$200K +1,036 New
TC
2190
Truvestments Capital
Florida
$204K +$29.4K +152 +17%
HKIMG
2191
Hutchens & Kramer Investment Management Group
Indiana
$204K +$200K +1,034 New
TPA
2192
Trivium Point Advisory
Connecticut
$204K -$88.6K -458 -31%
HB
2193
HTLF Bank
Colorado
$204K +$200K +1,031 New
API
2194
Asset Planning Inc
California
$203K +$199K +1,030 New
PCP
2195
Panoramic Capital Partners
Oregon
$203K +$199K +1,030 New
WC
2196
Waterloo Capital
Texas
$203K +$199K +1,028 New
SAW
2197
Signal Advisors Wealth
Michigan
$203K +$198K +1,023 New
TCBWMS
2198
Texas Capital Bank Wealth Management Services
Texas
$201K -$1.76M -9,106 -90%
PCS
2199
Private Client Services
Kentucky
$201K +$197K +1,018 New
HCP
2200
Hexagon Capital Partners
Arkansas
$200K +$42.4K +219 +28%