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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1826
Potomac Fund Management
Florida
$633K +$600K +2,118 New
IC
1827
Iconiq Capital
California
$633K -$304K -1,073 -32%
SFWA
1828
Summit Financial Wealth Advisors
Louisiana
$632K +$9.91K +35 +2%
MSWA
1829
Marshall & Sterling Wealth Advisors
New York
$631K +$65.7K +232 +11%
FIB
1830
First Interstate Bank
Montana
$631K -$1.13K -4 -0.2%
KWS
1831
Keystone Wealth Services
California
$630K +$18.7K +66 +3%
MHIC
1832
Marble Harbor Investment Counsel
Massachusetts
$629K
WP
1833
Waycross Partners
Kentucky
$628K
CW
1834
Code Waechter
Florida
$627K +$216K +761 +51%
PWW
1835
Pettyjohn Wood & White
Virginia
$627K -$19.5K -69 -3%
CWAG
1836
Compton Wealth Advisory Group
Virginia
$627K
BWM
1837
BankPlus Wealth Management
Mississippi
$627K +$103K +362 +19%
UB
1838
Umpqua Bank
Oregon
$626K -$24.1K -85 -4%
RAM
1839
Redmond Asset Management
Virginia
$625K +$1.98K +7 +0.3%
SIA
1840
SGL Investment Advisors
Montana
$624K +$8.22K +29 +1%
Members Trust
1841
Members Trust
Florida
$623K +$175K +616 +38%
CFG
1842
Carter Financial Group
Illinois
$623K +$637K +2,249 New
LCM
1843
Lazari Capital Management
California
$622K -$11.9K -42 -2%
FG
1844
Foster Group
Iowa
$621K +$407K +1,435 +182%
WFA
1845
Wellspring Financial Advisors
Ohio
$621K +$8.22K +29 +1%
AFA
1846
AA Financial Advisors
Ohio
$618K +$150K +531 +32%
IWA
1847
Icon Wealth Advisors
Texas
$617K +$4.53K +16 +0.7%
EFH
1848
Eaton Financial Holdings
Florida
$616K +$625K +2,205 New
RWMG
1849
Redwood Wealth Management Group
New Jersey
$615K -$3.97K -14 -0.6%
BAM
1850
Bosun Asset Management
Illinois
$614K -$9.06K -32 -1%