Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1426
Bartlett & Co Wealth Management
Ohio
$112K – – –
QC
1427
Quent Capital
New York
$110K -$3.85K -35 -3%
PAM
1428
Parvin Asset Management
South Dakota
$110K – – –
BFS
1429
Beacon Financial Strategies
North Carolina
$105K +$105K +955 New
SAG
1430
SageView Advisory Group
California
$102K +$102K +929 New
TM
1431
Torren Management
California
$98K +$97.9K +889 New
DWS
1432
Dynamic Wealth Strategies
California
$98K – – –
AG
1433
AmeriFlex Group
Nevada
$95.3K -$80.2K -728 -46%
GF
1434
GGM Financials
Ohio
$95.2K +$551 +5 +0.6%
SMFG
1435
Sumitomo Mitsui Financial Group
Japan
$93.7K -$33K -300 -26%
CFO
1436
Capitol Family Office
Oregon
$91.3K – – –
BGA
1437
Battery Global Advisors
Massachusetts
$88.4K +$9.25K +84 +12%
KBFS
1438
Kohmann Bosshard Financial Services
Ohio
$88.3K +$88.2K +801 New
BTC
1439
Bank & Trust Company
Illinois
$88.2K – – –
TCM
1440
Triumph Capital Management
Colorado
$86.6K +$86.5K +785 New
EW
1441
Elyxium Wealth
California
$85.7K +$85.6K +777 New
ANBT
1442
American National Bank & Trust
Texas
$85K – – –
HHCP
1443
Hilton Head Capital Partners
South Carolina
$84.9K +$84.8K +770 New
CA
1444
Crewe Advisors
Utah
$84.5K – – –
GWSA
1445
Global Wealth Strategies & Associates
Colorado
$83.8K -$5.84K -53 -7%
CWM
1446
Copia Wealth Management
Oregon
$83.7K – – –
SFO
1447
Standard Family Office
South Dakota
$81.2K – – –
MLA
1448
MB, Levis & Associates
Pennsylvania
$78K +$441 +4 +0.6%
IIM
1449
Intact Investment Management
Quebec, Canada
$77.2K +$77.1K +700 New
OPTFSNA
1450
Old Point Trust & Financial Services N A
Virginia
$77.1K – – –