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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1876
Greenline Partners
New York
$558K
NFC
1877
Northeast Financial Consultants
Connecticut
$557K -$18.3K -172 -3%
WP
1878
Westmount Partners
California
$557K -$3.84K -36 -0.7%
PFG
1879
Piershale Financial Group
Illinois
$557K +$213 +2 +0%
HP
1880
Hilltop Partners
Indiana
$555K +$3.2K +30 +0.6%
TRIA
1881
Trail Ridge Investment Advisors
Colorado
$555K -$11.3K -106 -2%
TIA
1882
Traphagen Investment Advisors
New Jersey
$553K +$309K +2,901 +134%
MC
1883
Machina Capital
France
$552K -$197K -1,844 -27%
PEA
1884
Park Edge Advisors
Ohio
$551K
CFP
1885
Catalyst Financial Partners
Massachusetts
$551K +$51.3K +481 +11%
CT
1886
Columbia Trust
Oregon
$551K -$3.84K -36 -0.7%
CF
1887
Copperwynd Financial
Arizona
$551K +$3.41K +32 +0.6%
PMG
1888
ProVise Management Group
Florida
$550K -$2.02K -19 -0.4%
TC
1889
Trust Company
Kansas
$548K -$318K -2,979 -37%
SFCL
1890
Strengthening Families & Communities LLC
Massachusetts
$548K +$536K +5,029 New
WA
1891
Wealth Architects
California
$548K +$72K +675 +16%
SFSG
1892
Sound Financial Strategies Group
Mississippi
$546K +$534K +5,010 New
FMTCOCP
1893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$545K +$6.93K +65 +1%
MA
1894
MCF Advisors
Kentucky
$544K +$147K +1,375 +38%
BFPW
1895
BOK Financial Private Wealth
Colorado
$543K +$9.17K +86 +2%
GA
1896
GraniteShares Advisors
New York
$543K -$24.4K -229 -4%
VPP
1897
Vertex Planning Partners
Illinois
$542K +$309K +2,901 +140%
T. Rowe Price Investment Management
1898
T. Rowe Price Investment Management
Maryland
$541K +$528K +4,955 New
HR
1899
Howe & Rusling
New York
$539K +$6.61K +62 +1%
GPI
1900
General Partner Inc
Pennsylvania
$538K