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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1551
Barton Investment Management
Pennsylvania
$1.03M – – –
Heritage Wealth Advisors
1552
Heritage Wealth Advisors
Virginia
$1.02M -$95.2K -898 -8%
BONH
1553
Bank of New Hampshire
New Hampshire
$1.02M -$170K -1,600 -14%
OMIC
1554
Old Mission Investment Co
Michigan
$1.02M +$67.2K +634 +7%
GWMR
1555
GC Wealth Management RIA
Massachusetts
$1.02M +$117K +1,102 +13%
KC
1556
Knuff & Co
California
$1.02M -$39.8K -375 -4%
NF
1557
Nikulski Financial
Iowa
$1.02M -$124K -1,171 -11%
SSC
1558
Syverson Strege & Co
Iowa
$1.02M +$797K +7,520 +332%
AO
1559
Advisor OS
Illinois
$1.01M +$7.53K +71 +0.7%
PBC
1560
Pavion Blue Capital
California
$1.01M – – –
CCA
1561
Cravens & Co Advisors
Tennessee
$1.01M +$257K +2,427 +33%
SLT
1562
St Louis Trust
Missouri
$1.01M – – –
RZH
1563
Relyea Zuckerberg Hanson
Connecticut
$1M +$64.6K +609 +7%
EFSCE
1564
Enterprise Financial Services Corp (EFSC)
Missouri
$1M -$56.1K -529 -5%
MC
1565
Martin & Co
Tennessee
$1M -$1.59K -15 -0.2%
ZAM
1566
Zevin Asset Management
Massachusetts
$1M – – –
GWA
1567
GGM Wealth Advisors
Maryland
$1M -$1.91K -18 -0.2%
CWM
1568
Connecticut Wealth Management
Connecticut
$1M +$166K +1,565 +19%
IFU
1569
iSAM Funds (UK)
United Kingdom
$1M +$349K +3,296 +52%
WKWM
1570
Walter & Keenan Wealth Management
Indiana
$997K -$29.8K -281 -3%
WMA
1571
West Michigan Advisors
Michigan
$991K +$60.4K +570 +6%
MPPLM
1572
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$984K +$12.1K +114 +1%
DFG
1573
Delta Financial Group
New Jersey
$983K +$82K +773 +9%
LCM
1574
Leisure Capital Management
California
$982K -$848 -8 -0.1%
Becker Capital Management
1575
Becker Capital Management
Oregon
$982K -$30K -283 -3%