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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
2851
Marble Harbor Investment Counsel
Massachusetts
$217K
NAS
2852
Nicolet Advisory Services
Wisconsin
$217K +$216K +1,024 New
CA
2853
CapWealth Advisors
Tennessee
$216K
XS
2854
XR Securities
Illinois
$215K +$214K +1,015 New
NS
2855
Newman & Schimel
Illinois
$214K
NSB
2856
Norway Savings Bank
Maine
$214K
BMA
2857
Brooks Moore & Associates
Tennessee
$214K +$10.5K +50 +5%
CAM
2858
Costello Asset Management
Pennsylvania
$213K
LIA
2859
LBMC Investment Advisors
Tennessee
$213K
SC
2860
Saturna Capital
Washington
$213K
AI
2861
ArchPoint Investors
Florida
$212K
BWM
2862
BigSur Wealth Management
Florida
$212K
DCM
2863
Delta Capital Management
New Jersey
$212K
NIM
2864
Nexus Investment Management
Ontario, Canada
$212K
TCB
2865
Texas Capital Bancshares
Texas
$212K
WDG
2866
Wealth Dimensions Group
Ohio
$212K +$5.47K +26 +3%
NEAM
2867
New England Asset Management
Connecticut
$212K +$210K +1,000 New
MLFP
2868
MPS Loria Financial Planners
Illinois
$210K
PPW
2869
Parcion Private Wealth
Washington
$209K
CRI
2870
Colonial River Investments
Virginia
$208K -$16.2K -77 -7%
MWM
2871
McNaughton Wealth Management
California
$208K +$207K +982 New
CMANY
2872
Capital Management Associates (New York)
New York
$206K -$3.16K -15 -2%
V
2873
VeraBank
Texas
$205K +$203K +966 New
C1AG
2874
Client 1st Advisory Group
Florida
$205K +$204K +969 New
Members Trust
2875
Members Trust
Florida
$205K +$204K +970 New