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Name Holding Trade Value Shares
Change
Change in
Stake
BCB
1801
Brian C. Broderick
$731K -$2.06M -4,170 -72%
GAB
1802
German American Bancorp
Indiana
$731K +$4.46K +9 +0.6%
JWM
1803
JFG Wealth Management
Colorado
$730K +$813K +1,641 New
ISFAN
1804
Investor's Fiduciary Advisor Network
Washington
$725K +$808K +1,632 New
RC
1805
Roundview Capital
New Jersey
$725K +$53.5K +108 +7%
SC
1806
Summa Corp
Texas
$723K
TW
1807
TritonPoint Wealth
Maryland
$723K -$102K -205 -11%
SP
1808
Stablepoint Partners
Massachusetts
$717K +$48.5K +98 +6%
ECG
1809
Edge Capital Group
Georgia
$715K -$635K -1,283 -84%
TNA
1810
True North Advisors
Texas
$708K +$182K +367 +30%
WF
1811
WinCap Financial
Massachusetts
$705K +$785K +1,586 New
ALAM
1812
Asahi Life Asset Management
Japan
$705K +$421K +850 +115%
1WM
1813
1900 Wealth Management
Texas
$704K +$36.6K +74 +5%
SHFA
1814
SS&H Financial Advisors
Michigan
$701K +$99K +200 +15%
WWP
1815
WR Wealth Planners
Missouri
$701K -$108K -219 -12%
PWM
1816
Prentice Wealth Management
New York
$697K +$44.1K +89 +6%
RA
1817
RFG Advisory
Alabama
$695K -$113K -228 -13%
NC
1818
NovaPoint Capital
Georgia
$694K +$29.7K +60 +4%
SA
1819
Sovran Advisors
California
$692K +$830K +1,677 New
ZIC
1820
ZWJ Investment Counsel
Georgia
$692K +$2.48K +5 +0.3%
PM
1821
Phraction Management
Connecticut
$687K
DG
1822
DMC Group
Alabama
$686K -$43.6K -88 -5%
OWP
1823
Obermeyer Wealth Partners
Colorado
$684K -$60.9K -123 -7%
JWM
1824
Jeppson Wealth Management
California
$684K +$46K +93 +6%
PFG
1825
PAX Financial Group
Texas
$682K +$305K +615 +67%