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Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
1801
Bremer Bank National Association
Minnesota
$754K -$146K -266 -15%
BFA
1802
Beaumont Financial Advisors
Massachusetts
$754K -$83.9K -153 -10%
IRC
1803
Investors Research Corp
Georgia
$753K
CC
1804
Copperleaf Capital
North Carolina
$751K -$6.03K -11 -0.8%
JPWM
1805
Jamison Private Wealth Management
Georgia
$751K +$180K +328 +29%
CL
1806
CSS LLC
Illinois
$751K +$548K +1,000 +222%
JWM
1807
Jeppson Wealth Management
California
$748K
SGI
1808
Summit Global Investments
Utah
$748K -$248K -453 -24%
CP
1809
Covenant Partners
Tennessee
$747K +$109K +198 +16%
ES
1810
Eagle Strategies
New York
$747K +$791K +1,443 New
LWM
1811
Liberty Wealth Management
California
$744K -$18.1K -33 -2%
SEIA
1812
Signature Estate & Investment Advisors
California
$741K +$10.4K +19 +1%
EB
1813
Emprise Bank
Kansas
$741K -$61.4K -112 -7%
SAI
1814
Savvy Advisors Inc
New York
$737K +$9.87K +18 +1%
NPT
1815
National Philanthropic Trust
Pennsylvania
$737K -$2.19K -4 -0.3%
SL
1816
SFM LLC
New Hampshire
$736K +$4.94K +9 +0.6%
PIA
1817
Pinion Investment Advisors
Kansas
$735K +$2.74K +5 +0.4%
BFC
1818
Bedel Financial Consulting
Indiana
$734K +$548 +1 +0.1%
PWM
1819
PBMares Wealth Management
Virginia
$733K -$1.1K -2 -0.1%
Impax Asset Management Group
1820
Impax Asset Management Group
United Kingdom
$733K
CM
1821
Cercano Management
Washington
$731K +$774K +1,412 New
WA
1822
Wambolt & Associates
Colorado
$730K +$22.5K +41 +3%
RSA
1823
River Street Advisors
Illinois
$730K +$13.7K +25 +2%
SOS
1824
Silver Oak Securities
Tennessee
$728K -$178K -324 -19%
AO
1825
Advisor OS
Illinois
$728K +$17.6K +32 +2%