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Name Holding Trade Value Shares
Change
Change in
Stake
TCB
3101
Texas Capital Bancshares
Texas
$222K
ECM
3102
EMC Capital Management
Texas
$222K +$216K +1,000 New
IF
3103
IRON Financial
Illinois
$221K -$16.7K -77 -7%
JSAM
3104
J. Safra Asset Management
New York
$221K
BFG
3105
Bouchey Financial Group
New York
$221K +$215K +996 New
GHAM
3106
Gilman Hill Asset Management
Connecticut
$220K -$6.49K -30 -3%
BSAM
3107
Blue Square Asset Management
New York
$220K
MLFP
3108
MPS Loria Financial Planners
Illinois
$220K
PP
3109
PrairieView Partners
Minnesota
$220K +$2.81K +13 +1%
HCM
3110
HMS Capital Management
Tennessee
$219K -$26.8K -124 -11%
AIS
3111
American Investment Services
Massachusetts
$219K -$7.35K -34 -3%
CA
3112
CapWealth Advisors
Tennessee
$219K
NAG
3113
Northstar Advisory Group
New Jersey
$219K +$213K +986 New
TC
3114
Tatro Capital
Kentucky
$218K +$6.49K +30 +3%
TMWM
3115
Taylor & Morgan Wealth Management
Michigan
$217K -$19.5K -90 -8%
BC
3116
Brio Consultants
California
$216K +$211K +975 New
CWM
3117
Cherrydale Wealth Management
New Jersey
$216K +$211K +977 New
PGA
3118
Portland Global Advisors
Maine
$215K -$77.2K -357 -27%
WB
3119
West Bancorporation
Iowa
$215K +$98K +453 +88%
TCMP
3120
Thrive Capital Management (Pennsylvania)
Pennsylvania
$214K -$31.8K -147 -13%
W
3121
WealthOne
New York
$214K -$11.9K -55 -5%
BMA
3122
Brooks Moore & Associates
Tennessee
$214K -$10.8K -50 -5%
BWG
3123
Beta Wealth Group
California
$213K -$892K -4,125 -81%
GWI
3124
Grace & White Inc
New York
$213K
PA
3125
Prism Advisors
California
$212K