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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1501
Swan Capital
Florida
$44K – – –
JAM
1502
JCIC Asset Management
Ontario, Canada
$43.9K – – –
VWA
1503
Valued Wealth Advisors
Utah
$43.4K +$2.3K +20 +6%
JWA
1504
JFS Wealth Advisors
Pennsylvania
$43.1K +$806 +7 +2%
RF
1505
Rossby Financial
Florida
$42.9K -$8.86K -77 -17%
Loomis, Sayles & Company
1506
Loomis, Sayles & Company
Massachusetts
$42.6K +$16.3K +142 +64%
GA
1507
GoalVest Advisory
New York
$42.4K +$5.76K +50 +16%
NB
1508
NBH Bank
Colorado
$42.4K +$41.7K +362 New
SGFG
1509
Silver Grove Financial Group
New York
$41.1K +$40.3K +350 New
CPG
1510
Cornerstone Planning Group
New Jersey
$41.1K -$1.38K -12 -3%
OAJ
1511
Ogorek Anthony Joseph
New York
$41K – – –
WB
1512
Webster Bank
Connecticut
$40.5K -$17.7K -154 -31%
CTB
1513
Country Trust Bank
Illinois
$40.3K – – –
PUI
1514
Purpose Unlimited Inc
$40.3K -$11.5K -100 -23%
HWA
1515
HHM Wealth Advisors
Tennessee
$40K +$4.72K +41 +14%
WIM
1516
Westside Investment Management
California
$38K – – –
BFP
1517
Birchwood Financial Partners
Minnesota
$37.8K – – –
MFT
1518
Moisand Fitzgerald Tamayo
Florida
$37.8K – – –
DWM
1519
Darwin Wealth Management
Florida
$37.1K +$230 +2 +0.6%
AP
1520
Atwood & Palmer
Missouri
$36.9K – – –
FRA
1521
Front Row Advisors
California
$36.3K – – –
NF
1522
Napier Financial
Massachusetts
$36.1K -$115 -1 -0.3%
HNB
1523
Hilltop National Bank
Wyoming
$35.2K – – –
WBC
1524
West Branch Capital
Massachusetts
$35.1K – – –
FPB
1525
First PREMIER Bank
South Dakota
$35K – – –