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Name Holding Trade Value Shares
Change
Change in
Stake
S
1901
Sunpointe
Missouri
$469K +$222K +575 +90%
FWP
1902
Falcon Wealth Planning
California
$469K -$23.5K -61 -5%
AO
1903
Advisor OS
Illinois
$469K +$81.7K +212 +21%
AB
1904
ANB Bank
Colorado
$469K -$384K -997 -45%
MAM
1905
Milestone Asset Management
Pennsylvania
$468K +$231K +600 +98%
BSHC
1906
Breed's Hill Capital
Massachusetts
$466K +$13.1K +34 +3%
ICCON
1907
Investment Counsel Company of Nevada
Nevada
$465K – – –
ISFAN
1908
Investor's Fiduciary Advisor Network
Washington
$465K +$125K +324 +37%
TIM
1909
Tevis Investment Management
Texas
$465K +$59.3K +154 +15%
VFG
1910
V2 Financial group
Illinois
$464K -$19.3K -50 -4%
HHRDM
1911
H&H Retirement Design & Management
Nevada
$464K +$24.7K +64 +5%
VCP
1912
Verus Capital Partners
Arizona
$464K +$385 +1 +0.1%
HCP
1913
Holt Capital Partners
Texas
$463K – – –
NA
1914
Nordwand Advisors
Pennsylvania
$463K +$461K +1,197 New
FCB
1915
First County Bank
Connecticut
$463K -$19.7K -51 -4%
LSPW
1916
Lake Street Private Wealth
Illinois
$462K -$3.01M -7,814 -87%
CPW
1917
Crestmont Private Wealth
Texas
$461K +$17.3K +45 +4%
PAG
1918
Poinciana Advisors Group
Florida
$460K +$459K +1,190 New
NFP
1919
Narus Financial Partners
Utah
$460K +$205K +533 +81%
AIM
1920
Acropolis Investment Management
Missouri
$460K +$91.7K +238 +25%
YIA
1921
YHB Investment Advisors
Connecticut
$458K – – –
IP
1922
Investment Partners
Ohio
$457K -$68.2K -177 -13%
TNA
1923
True North Advisors
Texas
$455K -$71.7K -186 -14%
LAMNM
1924
Longview Asset Management (New Mexico)
New Mexico
$454K – – –
GS
1925
GTS Securities
Florida
$453K -$1.06M -2,751 -70%