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Name Holding Trade Value Shares
Change
Change in
Stake
EFA
2176
Evernest Financial Advisors
Indiana
$377K – – –
TTWM
2177
TCV Trust & Wealth Management
Virginia
$375K – – –
AR
2178
Apeiron RIA
Texas
$374K +$26.9K +110 +10%
HIM
2179
Hanlon Investment Management
New Jersey
$374K +$66.3K +271 +25%
NA
2180
Navellier & Associates
Nevada
$373K +$12.2K +50 +4%
GCC
2181
Guardian Capital (Canada)
Ontario, Canada
$372K -$5.38K -22 -2%
MIM
2182
Moseley Investment Management
Florida
$372K +$4.4K +18 +1%
GLA
2183
Great Lakes Advisors
Illinois
$372K +$30.1K +123 +10%
PFGIA
2184
Patriot Financial Group Insurance Agency
Massachusetts
$370K -$3.42M -13,966 -91%
AF
2185
Apexium Financial
Texas
$370K +$39.9K +163 +14%
PFWA
2186
Paces Ferry Wealth Advisors
Georgia
$370K +$734 +3 +0.2%
MFC
2187
Morris Financial Concepts
South Carolina
$368K -$57.5K -235 -15%
FDW
2188
Fourth Dimension Wealth
Ohio
$367K +$245 +1 +0.1%
TM
2189
TigerOak Management
New Mexico
$367K +$77.8K +318 +32%
FCM
2190
Family Capital Management
Michigan
$367K +$45.7K +187 +17%
SFC
2191
SYM Financial Corp
Indiana
$366K +$10.5K +43 +3%
BFA
2192
Beaumont Financial Advisors
Massachusetts
$366K +$245 +1 +0.1%
EWS
2193
Evergreen Wealth Solutions
Pennsylvania
$366K +$320K +1,310 New
DWM
2194
Daner Wealth Management
Georgia
$365K +$52.6K +215 +21%
CWP
2195
CFM Wealth Partners
Texas
$365K – – –
EB
2196
Exchange Bank
California
$364K +$54.8K +224 +21%
BCM
2197
Bayesian Capital Management
New York
$363K -$1.59M -6,500 -83%
CS
2198
Cannell & Spears
New York
$362K +$317K +1,297 New
DLA
2199
Douglas Lane & Associates
New York
$362K +$61.4K +251 +24%
LGW
2200
Leslie Global Wealth
Illinois
$361K -$18.6K -76 -6%