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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2276
HT Partners
Connecticut
$326K – – –
GH
2277
GAM Holding
Switzerland
$325K -$136K -2,374 -28%
PRS
2278
Pinkerton Retirement Specialists
Idaho
$321K -$2.55M -44,549 -88%
FA
2279
Fiducient Advisors
Illinois
$321K – – –
BMC
2280
Benin Management Corp
Connecticut
$319K -$58.3K -1,019 -15%
RTC
2281
Riverview Trust Company
Washington
$318K -$155K -2,703 -31%
UCI
2282
Uncommon Cents Investing
Wisconsin
$316K +$113K +1,968 +50%
MPW
2283
Monterey Private Wealth
California
$315K -$23.5K -410 -7%
TAM
2284
Townsend Asset Management
North Carolina
$314K -$40.8K -713 -11%
NA
2285
Nottingham Advisors
New York
$314K +$2.29K +40 +0.7%
CFO
2286
CVA Family Office
Colorado
$313K +$11.6K +202 +4%
AWCI
2287
Alpine Woods Capital Investors
New York
$311K -$6.12K -107 -2%
ANTB
2288
AMG National Trust Bank
Colorado
$311K +$64.5K +1,127 +24%
JFA
2289
JNBA Financial Advisors
Minnesota
$310K – – –
GL
2290
Graypoint LLC
New York
$310K +$330K +5,776 New
SWP
2291
Summit Wealth Partners
Florida
$309K +$915 +16 +0.3%
BCM
2292
Becker Capital Management
Oregon
$309K +$2.29K +40 +0.7%
CMBA
2293
C.M. Bidwell & Associates
Hawaii
$308K -$307K -5,360 -48%
LA
2294
LexAurum Advisors
Kansas
$307K +$327K +5,718 New
HGWM
2295
Horst & Graben Wealth Management
Oregon
$306K +$326K +5,692 New
PP
2296
Pegasus Partners
Wisconsin
$305K +$325K +5,676 New
SL
2297
Savior LLC
Massachusetts
$304K -$7.32K -128 -2%
TCM
2298
Tandem Capital Management
New Jersey
$304K – – –
OLA
2299
Oliver Luxxe Assets
New Jersey
$304K +$3.83K +67 +1%
DI
2300
Diligent Investors
California
$303K -$60.5K -1,058 -16%