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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1251
Pure Financial Advisors
California
$1.94M +$13.3K +107 +0.7%
VWA
1252
V Wealth Advisors
Kansas
$1.94M +$22.6K +182 +1%
LPT
1253
Legacy Private Trust
Wisconsin
$1.94M +$82.4K +665 +4%
DLA
1254
Douglas Lane & Associates
New York
$1.93M -$152K -1,228 -7%
SCM
1255
Salem Capital Management
Massachusetts
$1.93M -$41.3K -333 -2%
BBNA
1256
Bremer Bank National Association
Minnesota
$1.93M -$3.12M -25,127 -61%
CAM
1257
Cozad Asset Management
Illinois
$1.93M +$234K +1,885 +13%
AIM
1258
AHL Investment Management
Florida
$1.92M
BCA
1259
Bay Colony Advisors
Massachusetts
$1.92M -$28.5K -230 -1%
CWS
1260
Confluence Wealth Services
Pennsylvania
$1.92M -$12.4K -100 -0.6%
BFPW
1261
BOK Financial Private Wealth
Colorado
$1.92M +$145K +1,166 +8%
MWM
1262
Meridian Wealth Management
Kentucky
$1.91M -$45.3K -365 -2%
PHS
1263
Pekin Hardy Strauss
Illinois
$1.91M
IFG
1264
Independent Financial Group
California
$1.91M +$475K +3,831 +31%
DSAM
1265
Dock Street Asset Management
Florida
$1.91M -$120K -969 -6%
HA
1266
Herold Advisors
New York
$1.91M +$178K +1,435 +10%
LA
1267
Lifeworks Advisors
Michigan
$1.9M +$1.22M +9,857 +160%
UHC
1268
Union Heritage Capital
Michigan
$1.89M -$496K -4,000 -20%
CC
1269
Cadinha & Co
Hawaii
$1.88M -$369K -2,978 -16%
VWM
1270
Venturi Wealth Management
Texas
$1.87M +$136K +1,096 +7%
TAM
1271
Tealwood Asset Management
Minnesota
$1.87M -$12.9K -104 -0.7%
RP
1272
Riverbridge Partners
Minnesota
$1.86M
CA
1273
CoreCap Advisors
Michigan
$1.86M -$81.9K -661 -4%
RC
1274
Roundview Capital
New Jersey
$1.85M -$11.3K -91 -0.6%
CRWM
1275
Castle Rock Wealth Management
California
$1.84M -$759K -6,122 -28%