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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2501
CoreFirst Bank & Trust
Kansas
$885K +$118K +489 +15%
CCS
2502
Concentric Capital Strategies
Connecticut
$885K +$924K +3,846 New
WFAG
2503
Worth Financial Advisory Group
North Carolina
$884K +$65.1K +271 +8%
RHAM
2504
Round Hill Asset Management
California
$882K -$8.41K -35 -0.9%
TA
2505
Tectonic Advisors
Texas
$882K -$53.8K -224 -6%
SAM
2506
SignalPoint Asset Management
Missouri
$878K +$15.6K +65 +2%
MM
2507
MQS Management
New York
$876K +$916K +3,809 New
MFG
2508
Midwest Financial Group
Kansas
$876K +$3.13K +13 +0.3%
MC
2509
Miramar Capital
Illinois
$875K -$50.5K -210 -5%
CCM
2510
Crew Capital Management
Ohio
$875K -$49.8K -207 -5%
AWM
2511
Aprio Wealth Management
Georgia
$874K +$335K +1,395 +58%
UCB
2512
United Community Bank
South Carolina
$873K +$224K +933 +33%
AWM
2513
Atticus Wealth Management
Florida
$872K +$5.05K +21 +0.6%
WMA
2514
Wealth Management Associates
New Jersey
$869K +$20.2K +84 +2%
SOS
2515
Silver Oak Securities
Tennessee
$866K -$100K -418 -10%
BWA
2516
Blodgett Wealth Advisors
California
$865K
JWM
2517
Janiczek Wealth Management
Colorado
$865K +$212K +883 +31%
MFS
2518
Mirabella Financial Services
United Kingdom
$865K -$878K -3,654 -49%
Voloridge Investment Management
2519
Voloridge Investment Management
Florida
$864K -$20.3M -84,497 -96%
PGWM
2520
Parisi Gray Wealth Management
New Jersey
$861K +$15.9K +66 +2%
WI
2521
Wedgewood Investors
Pennsylvania
$858K -$108K -450 -11%
AF
2522
Apexium Financial
Texas
$856K +$99K +412 +12%
GAM
2523
Gould Asset Management
California
$855K +$21.6K +90 +2%
TCM
2524
Tufton Capital Management
Maryland
$854K +$115K +480 +15%
KAS
2525
KPP Advisory Services
Kentucky
$853K +$892K +3,710 New