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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2051
IVC Wealth Advisors
Pennsylvania
$419K -$4.97K -17 -1%
BAM
2052
Byrne Asset Management
New Jersey
$417K -$444K -1,518 Closed
CAM
2053
Cozad Asset Management
Illinois
$416K
PPWM
2054
Paragon Private Wealth Management
Kentucky
$415K +$131K +448 +44%
XWM
2055
Xcel Wealth Management
Florida
$415K
CPBTD
2056
Central Pacific Bank - Trust Division
Hawaii
$414K +$428K +1,464 New
VPP
2057
Vertex Planning Partners
Illinois
$413K -$40.7K -139 -9%
PO
2058
Private Ocean
California
$413K
HS
2059
Horan Securities
United States
$413K -$585 -2 -0.1%
NFG
2060
Nadler Financial Group
Illinois
$413K +$1.46K +5 +0.3%
SFG
2061
Sovereign Financial Group
Connecticut
$413K +$42.1K +144 +11%
BFC
2062
Bedel Financial Consulting
Indiana
$411K -$1.46K -5 -0.3%
SFP
2063
Shepherd Financial Partners
Massachusetts
$411K -$12.6K -43 -3%
EMAM
2064
Encompass More Asset Management
California
$411K +$154K +526 +57%
WCFA
2065
Walkner Condon Financial Advisors
Wisconsin
$410K -$3.51K -12 -0.8%
BIG
2066
Builder Investment Group
Georgia
$409K
SIM
2067
SSI Investment Management
California
$409K -$4.97K -17 -1%
HBT
2068
Heartland Bank & Trust
Illinois
$409K +$114K +388 +37%
SCA
2069
Southern Capital Advisors
Tennessee
$408K +$217K +740 +106%
FG
2070
Foster Group
Iowa
$408K +$9.95K +34 +2%
OWA
2071
Opal Wealth Advisors
New York
$407K -$128K -436 -23%
EWA
2072
ERTS Wealth Advisors
Michigan
$407K -$17.3K -59 -4%
IIC
2073
Integrated Investment Consultants
Michigan
$407K +$12K +41 +3%
TAM
2074
Townsend Asset Management
North Carolina
$407K
UF
2075
Univest Financial
Pennsylvania
$406K -$42.4K -145 -9%