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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2501
Lynch & Associates
Indiana
$12.1M +$76.4K +338 +0.7%
VIP
2502
Vista Investment Partners
Oklahoma
$12M -$50.8K -225 -0.5%
EA
2503
Eclectic Associates
California
$12M -$560K -2,478 -5%
WWM
2504
Westwood Wealth Management
California
$12M -$15.7M -69,589 -60%
PAM
2505
Peninsula Asset Management
Florida
$12M -$165K -730 -2%
KBFS
2506
Kohmann Bosshard Financial Services
Ohio
$12M +$1.56M +6,909 +17%
LFA
2507
Laraway Financial Advisors
Minnesota
$12M -$34.3K -152 -0.3%
BC
2508
Broadwater Capital
Massachusetts
$12M -$22.6K -100 -0.2%
DI
2509
DAGCO Inc
Ohio
$12M -$18.1K -80 -0.2%
FCT
2510
Family Capital Trust
Massachusetts
$12M +$102K +452 +1%
CCIA
2511
Cherry Creek Investment Advisors
Colorado
$12M -$8.36K -37 -0.1%
UBG
2512
United Bank (Georgia)
Georgia
$12M +$306K +1,355 +3%
VCP
2513
Vista Capital Partners
Oregon
$12M +$244K +1,081 +2%
PAA
2514
Peregrine Asset Advisers
Oregon
$12M +$4.94M +21,857 +87%
SWIM
2515
Smallwood Wealth Investment Management
New Jersey
$12M +$43.6K +193 +0.4%
CRI
2516
Colonial River Investments
Virginia
$12M -$500K -2,214 -5%
MP
2517
McDonald Partners
Ohio
$12M -$4.83M -21,386 -31%
SIA
2518
SGL Investment Advisors
Montana
$12M +$386K +1,707 +4%
EA
2519
Ellsworth Advisors
Ohio
$11.9M +$2.61M +11,563 +32%
CWM
2520
Chesapeake Wealth Management
Virginia
$11.9M -$85.4K -378 -0.8%
BWM
2521
BKM Wealth Management
Wisconsin
$11.9M -$787K -3,484 -7%
EFH
2522
Eaton Financial Holdings
Florida
$11.9M -$1.91M -8,440 -15%
KCFA
2523
Key Client Fiduciary Advisors
New Jersey
$11.9M -$590K -2,611 -5%
SRC
2524
Sage Rhino Capital
California
$11.9M -$69.6K -308 -0.7%
TLP
2525
Trinity Legacy Partners
Texas
$11.9M +$136K +602 +1%