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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1376
Burleson & Co
California
$801K +$11.1K +45 +1%
HFG
1377
Heron Financial Group
New York
$799K +$19.7K +80 +3%
VWA
1378
V Wealth Advisors
Kansas
$798K +$142K +576 +21%
KLWA
1379
Kelly Lawrence W & Associates
California
$797K – – –
KLCM
1380
KG&L Capital Management
Louisiana
$797K +$804K +3,268 New
BG
1381
Bollard Group
Massachusetts
$796K +$5.9K +24 +0.7%
TAM
1382
Taurus Asset Management
New York
$792K +$114K +462 +17%
FP
1383
Financial Perspectives
Minnesota
$791K +$246 +1 +0%
GL
1384
Graypoint LLC
New York
$791K -$13K -53 -2%
CWP
1385
CFM Wealth Partners
Texas
$790K -$45K -183 -5%
GBT
1386
Grove Bank & Trust
Florida
$789K +$15.5K +63 +2%
GIA
1387
Guyasuta Investment Advisors
Pennsylvania
$787K +$12.3K +50 +2%
GRP
1388
Global Retirement Partners
California
$786K +$114K +464 +17%
CPO
1389
Cerity Partners OCIO
New York
$784K +$152K +619 +24%
HCM
1390
Hollencrest Capital Management
California
$783K – – –
DI
1391
Diligent Investors
California
$783K +$738 +3 +0.1%
GF
1392
Gries Financial
Ohio
$780K -$41.3K -168 -5%
SIP
1393
Scott Investment Partners
United Kingdom
$780K – – –
BC
1394
Bridgefront Capital
Texas
$780K +$787K +3,200 New
SW
1395
SlateStone Wealth
Florida
$778K – – –
DI
1396
DAGCO Inc
Ohio
$775K -$121K -490 -13%
RIA
1397
Regal Investment Advisors
Michigan
$775K +$783K +3,181 New
RIG
1398
Ramiah Investment Group
Wisconsin
$772K -$3.2K -13 -0.4%
SNB
1399
Security National Bank
Nebraska
$772K -$6.02M -24,464 -89%
SAM
1400
Strategy Asset Managers
California
$772K +$31.2K +127 +4%