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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2251
TRH Financial
Iowa
$474K +$444K +2,431 New
SCA
2252
STALEY CAPITAL ADVISERS
Pennsylvania
$473K +$65K +356 +17%
NAS
2253
Nicolet Advisory Services
Wisconsin
$473K +$75.8K +415 +20%
CWAF
2254
Core Wealth Advisors (Florida)
Florida
$472K +$277K +1,517 +164%
CNFG
2255
Creegan & Nassoura Financial Group
New Hampshire
$471K
LF
2256
Lantz Financial
Illinois
$470K +$183 +1 +0%
OCPWS
2257
One Charles Private Wealth Services
Massachusetts
$470K +$444K +2,431 New
EA
2258
Emerald Advisors
Washington
$469K +$9.32K +51 +2%
LC
2259
LCNB Corp
Ohio
$468K
DCM
2260
Dimension Capital Management
Florida
$468K +$25.4K +139 +6%
HR
2261
Hayden Royal
North Carolina
$467K -$436K -2,385 -50%
DWA
2262
Dougherty Wealth Advisers
Minnesota
$467K
TA
2263
Trellis Advisors
Washington
$467K +$9.5K +52 +2%
CCP
2264
Clarkston Capital Partners
Michigan
$467K +$97.7K +535 +28%
RZH
2265
Relyea Zuckerberg Hanson
Connecticut
$466K +$30.1K +165 +7%
WAOI
2266
Wealth Advisors of Iowa
Iowa
$465K -$161K -881 -27%
CBN
2267
Cadence Bank NA
Texas
$465K +$2.01K +11 +0.5%
SAM
2268
Secure Asset Management
Michigan
$464K +$168K +917 +62%
DTC
2269
Davidson Trust Company
Washington
$463K
TAM
2270
Tradition Asset Management
Virginia
$461K +$73.1K +400 +20%
FA
2271
Fortis Advisors
Pennsylvania
$455K +$18.6K +102 +5%
CFG
2272
Cooper Financial Group
California
$455K +$41.7K +228 +11%
CAM
2273
Crestone Asset Management
Colorado
$455K +$80.8K +442 +23%
AO
2274
Advisor OS
Illinois
$453K +$428K +2,343 New
1IA
2275
1834 Investment Advisors
Wisconsin
$452K +$8.22K +45 +2%