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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2751
World Investment Advisors
California
$344K -$4.07K -20 -1%
B
2752
Bellecapital
Switzerland
$344K
WOC
2753
West Oak Capital
California
$343K
LF
2754
Lantz Financial
Illinois
$342K +$15.1K +74 +4%
CWA
2755
CM Wealth Advisors
Ohio
$342K +$59.2K +291 +18%
EA
2756
Echo45 Advisors
California
$341K -$101K -495 -20%
TF
2757
Trek Financial
Arizona
$341K -$41.9K -206 -10%
VC
2758
Veery Capital
Delaware
$341K -$407 -2 -0.1%
FA
2759
Fortis Advisors
Pennsylvania
$339K -$49.9K -245 -11%
LCM
2760
LVM Capital Management
Michigan
$339K
STB
2761
S&T Bank
Pennsylvania
$338K -$499K -2,451 -56%
ECA
2762
Elevated Capital Advisors
Utah
$338K +$387K +1,902 New
EBA
2763
Eagle Bay Advisors
New York
$337K -$11.6K -57 -3%
WF
2764
WoodTrust Financial
Wisconsin
$336K -$49.2K -242 -11%
MTC
2765
McDaniel Terry & Co
Texas
$336K
PCMF
2766
Private Capital Management (Florida)
Florida
$336K
PTC
2767
Petrus Trust Company
Texas
$336K +$385K +1,894 New
HCA
2768
Heck Capital Advisors
Wisconsin
$336K +$5.9K +29 +2%
SFG
2769
Sunburst Financial Group
Alabama
$335K +$11.2K +55 +3%
KA
2770
Klingman & Associates
New York
$334K -$9.56K -47 -2%
OIM
2771
Oder Investment Management
California
$334K
MCM
2772
Monarch Capital Management
Indiana
$333K
FCIM
2773
Fairview Capital Investment Management
California
$333K +$13.6K +67 +4%
HFP
2774
Holistic Financial Partners
Indiana
$331K +$7.94K +39 +2%
AWM
2775
Aprio Wealth Management
Georgia
$330K +$60.4K +297 +19%