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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1676
NBH Bank
Colorado
$355K +$338K +1,583 New
SB
1677
Strategic Blueprint
Georgia
$354K -$10.3K -48 -3%
CL
1678
CVFG LLC
Indiana
$354K -$49.6K -232 -13%
CST
1679
Charles Schwab Trust
Nevada
$354K +$1.07K +5 +0.3%
WA
1680
Westfuller Advisors
New York
$353K +$185K +867 +124%
AAG
1681
Asset Advisory Group
New Jersey
$351K -$1.92K -9 -0.6%
CCMG
1682
Connecticut Capital Management Group
Connecticut
$351K -$1.28K -6 -0.4%
DSC
1683
Duncker Streett & Co
Missouri
$349K +$427 +2 +0.1%
SIG
1684
Sargent Investment Group
Maryland
$349K +$21.4K +100 +7%
EWA
1685
Etesian Wealth Advisors
Oregon
$348K -$17.5K -82 -5%
LF
1686
LifePlan Financial
Minnesota
$347K +$2.56K +12 +0.8%
BAM
1687
Bayshore Asset Management
Florida
$347K +$6.41K +30 +2%
SCS
1688
Sound Capital Solutions
Florida
$346K +$331K +1,547 New
PWPS
1689
Pinnacle Wealth Planning Services
Ohio
$345K +$38.7K +181 +13%
V
1690
ViaWealth
Kansas
$345K +$1.07K +5 +0.3%
WCFA
1691
Walkner Condon Financial Advisors
Wisconsin
$345K +$76.3K +357 +30%
XWL
1692
XXI Wealth LLC
Illinois
$344K +$60.9K +285 +23%
CCA
1693
Childress Capital Advisors
Texas
$344K +$60.5K +283 +23%
CAG
1694
Csenge Advisory Group
Florida
$344K +$32.7K +153 +11%
RPSA
1695
Richard P. Slaughter Associates
Texas
$344K -$34.8K -163 -10%
BFA
1696
Buttonwood Financial Advisors
Maryland
$343K
AA
1697
Alta Advisers
United Kingdom
$343K
LGF
1698
LGT Group Foundation
Liechtenstein
$341K -$677K -3,169 -68%
MWM
1699
Mascoma Wealth Management
New Hampshire
$341K -$13.7K -64 -4%
GEA
1700
Glen Eagle Advisors
New Jersey
$339K -$50.9K -238 -14%