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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1901
Falcon Wealth Planning
California
$469K -$23.5K -61 -5%
AO
1902
Advisor OS
Illinois
$469K +$81.7K +212 +21%
AB
1903
ANB Bank
Colorado
$469K -$384K -997 -45%
MAM
1904
Milestone Asset Management
Pennsylvania
$468K +$231K +600 +98%
BSHC
1905
Breed's Hill Capital
Massachusetts
$466K +$13.1K +34 +3%
ICCON
1906
Investment Counsel Company of Nevada
Nevada
$465K
ISFAN
1907
Investor's Fiduciary Advisor Network
Washington
$465K +$125K +324 +37%
TIM
1908
Tevis Investment Management
Texas
$465K +$59.3K +154 +15%
VFG
1909
V2 Financial group
Illinois
$464K -$19.3K -50 -4%
HHRDM
1910
H&H Retirement Design & Management
Nevada
$464K +$24.7K +64 +5%
VCP
1911
Verus Capital Partners
Arizona
$464K +$385 +1 +0.1%
HCP
1912
Holt Capital Partners
Texas
$463K
NA
1913
Nordwand Advisors
Pennsylvania
$463K +$461K +1,197 New
FCB
1914
First County Bank
Connecticut
$463K -$19.7K -51 -4%
LSPW
1915
Lake Street Private Wealth
Illinois
$462K -$3.01M -7,814 -87%
CPW
1916
Crestmont Private Wealth
Texas
$461K +$17.3K +45 +4%
PAG
1917
Poinciana Advisors Group
Florida
$460K +$459K +1,190 New
NFP
1918
Narus Financial Partners
Utah
$460K +$205K +533 +81%
AIM
1919
Acropolis Investment Management
Missouri
$460K +$91.7K +238 +25%
YIA
1920
YHB Investment Advisors
Connecticut
$458K
IP
1921
Investment Partners
Ohio
$457K -$68.2K -177 -13%
TNA
1922
True North Advisors
Texas
$455K -$71.7K -186 -14%
LAMNM
1923
Longview Asset Management (New Mexico)
New Mexico
$454K
GS
1924
GTS Securities
Florida
$453K -$1.06M -2,751 -70%
OL
1925
OneFund LLC
Florida
$452K -$5.01K -13 -1%