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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1301
Berkshire Bank
Massachusetts
$1.6M +$13.2K +117 +0.8%
NWMG
1302
Nicholson Wealth Management Group
South Carolina
$1.6M +$119K +1,053 +7%
ACA
1303
Atlas Capital Advisors
Wyoming
$1.6M +$75.7K +670 +4%
RP
1304
Rice Partnership
Hawaii
$1.6M -$132K -1,169 -7%
JAG
1305
Journey Advisory Group
Kentucky
$1.6M -$127K -1,128 -7%
EBWM
1306
Eagle Bluffs Wealth Management
Missouri
$1.6M +$58K +514 +3%
RMAM
1307
Raab & Moskowitz Asset Management
New Jersey
$1.6M -$7.34K -65 -0.4%
ABWM
1308
Alpine Bank Wealth Management
Colorado
$1.59M -$2.48K -22 -0.1%
SAM
1309
Simplify Asset Management
Nevada
$1.59M -$658K -5,824 -27%
PFM
1310
Potomac Fund Management
Florida
$1.59M -$133K -1,181 -7%
MLA
1311
MB, Levis & Associates
Pennsylvania
$1.59M -$4.97K -44 -0.3%
LC
1312
LCNB Corp
Ohio
$1.58M +$19.8K +175 +1%
SF
1313
Symphony Financial
Texas
$1.58M +$233K +2,060 +15%
SFG
1314
SevenBridge Financial Group
Pennsylvania
$1.58M -$238K -2,112 -11%
FFWA
1315
FRG Family Wealth Advisors
Washington
$1.57M -$114K -1,013 -6%
JWBC
1316
J.W. Burns & Co
New York
$1.57M -$51.4K -455 -3%
SFA
1317
Souders Financial Advisors
Ohio
$1.57M -$150K -1,326 -8%
WWA
1318
WCG Wealth Advisors
Nevada
$1.56M +$76.2K +675 +5%
CSI
1319
Clark & Stuart Inc
Maine
$1.56M -$18.6K -165 -1%
MSFP
1320
Mark Sheptoff Financial Planning
Connecticut
$1.56M -$2.82M -24,946 -58%
CIM
1321
Corda Investment Management
Texas
$1.56M +$2.94K +26 +0.2%
RA
1322
RFG Advisory
Alabama
$1.55M +$76.2K +675 +5%
EWM
1323
Elmwood Wealth Management
California
$1.55M -$86.8K -769 -5%
Polen Capital Management
1324
Polen Capital Management
Florida
$1.55M -$446M -3,947,149 -100%
HBT
1325
Heartland Bank & Trust
Illinois
$1.55M +$744K +6,590 +78%