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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2451
Walled Lake Planning & Wealth Management
Illinois
$5.93M -$111K -923 -2%
OPW
2452
Oxler Private Wealth
New York
$5.93M +$5.37M +44,672 New
BIA
2453
Bigelow Investment Advisors
Maine
$5.92M -$348K -2,890 -6%
UBG
2454
United Bank (Georgia)
Georgia
$5.9M +$94.8K +788 +2%
BCA
2455
Biltmore Capital Advisors
New Jersey
$5.89M +$1.27M +10,548 +31%
RZH
2456
Relyea Zuckerberg Hanson
Connecticut
$5.88M -$67.2K -559 -1%
AA
2457
Auxano Advisors
Washington
$5.86M -$59.1K -491 -1%
TI
2458
Trexquant Investment
Connecticut
$5.86M +$5.31M +44,141 New
OBWG
2459
Onyx Bridge Wealth Group
New York
$5.85M +$5.3M +44,103 New
ECAM
2460
East Coast Asset Management
Massachusetts
$5.85M -$19.1K -159 -0.4%
SAM
2461
Summit Asset Management
Tennessee
$5.85M -$6.5K -54 -0.1%
BSA
2462
Bull Street Advisors
Georgia
$5.84M -$224K -1,864 -4%
FNBOH
2463
First National Bank of Hutchinson
Kansas
$5.83M +$221K +1,841 +4%
FSA
2464
Financial Sense Advisors
California
$5.83M +$4.03M +33,491 +321%
BEAM
2465
Baker Ellis Asset Management
Washington
$5.83M -$50.9K -423 -1%
ARI
2466
Applied Research Investments
Delaware
$5.82M +$991K +8,235 +23%
CWM
2467
Concentric Wealth Management
California
$5.81M +$37.2K +309 +0.7%
BWL
2468
Bogart Wealth LLC
Virginia
$5.81M +$383K +3,183 +8%
BZWA
2469
Blue Zone Wealth Advisors
California
$5.8M -$14.6K -121 -0.3%
AC
2470
Asio Capital
Kentucky
$5.8M +$21K +175 +0.4%
BHTS
2471
Bar Harbor Trust Services
Maine
$5.8M -$44K -366 -0.8%
OCM
2472
Orser Capital Management
Texas
$5.79M +$240K +1,998 +5%
MFGM
2473
Marshall Financial Group (Maryland)
Maryland
$5.79M +$5.25M +43,644 New
TBNY
2474
Trustco Bank (New York)
New York
$5.79M -$23K -191 -0.4%
PD
2475
Planning Directions
Pennsylvania
$5.78M +$71.8K +597 +1%