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Name Holding Trade Value Shares
Change
Change in
Stake
CBOR
701
Community Bank of Raymore
Missouri
$248K
MWA
702
Meridian Wealth Advisors
Texas
$247K -$12.3K -154 -5%
PRC
703
Pearl River Capital
Michigan
$246K -$26.6K -333 -10%
RT
704
Rockland Trust
Massachusetts
$243K -$2.32K -29 -1%
GC
705
Grimes & Company
Massachusetts
$243K +$228K +2,850 New
NEPPG
706
New England Professional Planning Group
Rhode Island
$242K -$1.84K -23 -0.8%
PWM
707
Palumbo Wealth Management
New York
$242K +$226K +2,831 New
DOA
708
D'Orazio & Associates
Virginia
$239K
Fidelity International
709
Fidelity International
Bermuda
$239K +$155K +1,938 +224%
LIG
710
Lokken Investment Group
Delaware
$239K +$224K +2,799 New
HKIM
711
Hayek Kallen Investment Management
Alabama
$237K +$222K +2,775 New
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$236K -$310K -3,879 -58%
FFS
713
Founders Financial Securities
Maryland
$234K +$219K +2,740 New
CDIA
714
Capital Directions Investment Advisors
Georgia
$232K
CW
715
CreativeOne Wealth
Kansas
$232K +$217K +2,720 New
NCM
716
Neumann Capital Management
California
$232K +$217K +2,720 New
CCA
717
Conservest Capital Advisors
Pennsylvania
$231K -$254K -3,178 -54%
GIM
718
Groesbeck Investment Management
New Jersey
$231K +$216K +2,700 New
TNB
719
Thomasville National Bank
Georgia
$231K +$216K +2,708 New
DZ Bank
720
DZ Bank
Germany
$230K +$5.59K +70 +3%
NNP
721
Nachman Norwood & Parrott
South Carolina
$229K -$1.04K -13 -0.5%
BCP
722
Blue Chip Partners
Michigan
$228K -$188K -2,347 -47%
WEC
723
Winslow Evans & Crocker
Massachusetts
$228K +$40.1K +502 +23%
ACS
724
Archford Capital Strategies
Illinois
$228K +$208K +2,599 New
BCM
725
Boltwood Capital Management
California
$228K +$213K +2,670 New