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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1701
Encompass Wealth Advisors
Oregon
$1.03M -$21.4K -60 -2%
ACM
1702
Allred Capital Management
Texas
$1.03M
TIAA Trust, National Association
1703
TIAA Trust, National Association
North Carolina
$1.03M -$14.1M -39,420 -93%
T
1704
TrustBank
Illinois
$1.03M +$197K +552 +23%
SCM
1705
Sidoxia Capital Management
California
$1.03M +$1.04M +2,926 New
BWA
1706
Basecamp Wealth Advisors
Washington
$1.03M
TL
1707
Tradewinds LLC
North Carolina
$1.03M +$3.92K +11 +0.4%
CA
1708
Capital Advantage
California
$1.03M -$14.6K -41 -1%
SGI
1709
Summit Global Investments
Utah
$1.02M -$197K -553 -16%
PPWM
1710
Paragon Private Wealth Management
Kentucky
$1.02M +$50.6K +142 +5%
AGC
1711
Aspen Grove Capital
Colorado
$1.02M
DBFM
1712
Dickmeyer Boyce Financial Management
Indiana
$1.02M +$1.03M +2,888 New
LWM
1713
Liberty Wealth Management
California
$1.02M +$191K +537 +23%
TPA
1714
Trivium Point Advisory
Connecticut
$1.01M -$208K -583 -17%
AIMA
1715
Ables Iannone Moore & Associates
Georgia
$1.01M -$98K -275 -9%
AFA
1716
AA Financial Advisors
Ohio
$1M +$30.7K +86 +3%
ONST
1717
Old North State Trust
North Carolina
$1M +$100K +281 +11%
NPA
1718
Nichols & Pratt Advisers
Massachusetts
$1M
PBC
1719
Pavion Blue Capital
California
$1M -$8.91K -25 -0.9%
SC
1720
Sepio Capital
Utah
$1,000K -$3.56K -10 -0.4%
NPFS
1721
Novak & Powell Financial Services
Florida
$998K -$1.07K -3 -0.1%
PCS
1722
Personal CFO Solutions
New Jersey
$997K +$3.92K +11 +0.4%
FFG
1723
Fortress Financial Group
Minnesota
$996K -$29.9K -84 -3%
EWM
1724
Evermay Wealth Management
Virginia
$989K +$91.3K +256 +10%
OFS
1725
Orrstown Financial Services
Pennsylvania
$987K -$46.7K -131 -4%