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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2101
Sigma Investment Counselors
Michigan
$207K
RFN
2102
RDA Financial Network
Iowa
$206K -$5.82K -24 -3%
TNA
2103
True North Advisors
Texas
$205K -$34.2K -141 -13%
EIG
2104
Ellenbecker Investment Group
Wisconsin
$205K +$970 +4 +0.4%
EWM
2105
EPG Wealth Management
Georgia
$205K +$1.45K +6 +0.7%
BAS
2106
Brown Advisory Securities
Maryland
$203K -$485K -2,002 -69%
DWM
2107
Drive Wealth Management
Utah
$203K -$8.73K -36 -4%
LWMM
2108
Legacy Wealth Management (Mississippi)
Mississippi
$203K
I
2109
INVST
Indiana
$202K -$1.7K -7 -0.8%
BWAM
2110
Boyd Watterson Asset Management
Ohio
$201K -$582K -2,400 -73%
TA
2111
Tiedemann Advisors
New York
$201K -$7.03K -29 -3%
MSR
2112
Main Street Research
Connecticut
$201K +$2.42K +10 +1%
LFA
2113
Landmark Financial Advisors
Kentucky
$200K
BHWM
2114
Beaird Harris Wealth Management
Texas
$199K
FNA
2115
First National Advisers
Nebraska
$198K +$213K +879 New
CHA
2116
Carmichael Hill & Associates
Maryland
$196K -$24.5K -101 -10%
GWS
2117
Glassman Wealth Services
Virginia
$187K +$7.27K +30 +4%
WPWM
2118
Western Pacific Wealth Management
Illinois
$185K
FCMT
2119
Founders Capital Management (Texas)
Texas
$184K
SCA
2120
Stonebridge Capital Advisors
Minnesota
$183K +$9.7K +40 +5%
PCTC
2121
Perkins Coie Trust Company
Washington
$181K
FMP
2122
Financial Management Professionals
Texas
$180K -$60.8K -251 -24%
MBFW
2123
Morton Brown Family Wealth
Pennsylvania
$178K +$7.03K +29 +4%
CP
2124
Castleview Partners
Texas
$176K +$102K +420 +117%
HBT
2125
Hills Bank & Trust
Iowa
$175K