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Name Holding Trade Value Shares
Change
Change in
Stake
TI
2676
tru Independence
Oregon
$322K -$91.4K -434 -22%
WCM
2677
Wallace Capital Management
Texas
$321K -$2.1K -10 -0.7%
CHA
2678
Carmichael Hill & Associates
Maryland
$321K
TCOT
2679
Trust Company of Toledo
Ohio
$321K
GWM
2680
GSB Wealth Management
Connecticut
$321K +$319K +1,516 New
FP
2681
Financial Perspectives
Minnesota
$320K +$26.1K +124 +9%
CSPIA
2682
Cary Street Partners Investment Advisory
Virginia
$320K -$258K -1,226 -45%
CS
2683
Cannell & Spears
New York
$320K -$6.53K -31 -2%
FCFC
2684
First Citizens Financial Corp
Iowa
$319K -$9.89K -47 -3%
PCH
2685
PGIM Custom Harvest
New Jersey
$319K +$317K +1,508 New
SBF
2686
Sara-Bay Financial
Florida
$318K -$39.2K -186 -11%
MWPCG
2687
Measured Wealth Private Client Group
New Hampshire
$318K -$3.58K -17 -1%
EFL
2688
ERn Financial LLC
Wisconsin
$317K +$25.9K +123 +9%
IFAM
2689
Institutional & Family Asset Management
Colorado
$317K +$26.5K +126 +9%
RBCM
2690
Raub Brock Capital Management
California
$315K
WAM
2691
WNY Asset Management
New York
$315K +$313K +1,486 New
FWP
2692
Firethorn Wealth Partners
Georgia
$314K +$210 +1 +0.1%
FA
2693
Faithward Advisors
Pennsylvania
$313K -$36K -171 -10%
LIC
2694
Laurus Investment Counsel
Canada
$313K
BMWM
2695
Brown Miller Wealth Management
Virginia
$313K +$24.4K +116 +9%
LC
2696
LCNB Corp
Ohio
$312K -$205K -975 -40%
LF
2697
Lee Financial
Texas
$312K -$21K -100 -6%
NAG
2698
Northstar Advisory Group
New Jersey
$311K -$1.53M -7,284 -83%
Wolverine Trading
2699
Wolverine Trading
Illinois
$311K -$343K -1,631 -53%
WFA
2700
Wellspring Financial Advisors
Ohio
$311K -$10.1K -48 -2%