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Name Holding Trade Value Shares
Change
Change in
Stake
GL
2201
Gerber LLC
Ohio
$494K
DTC
2202
Davidson Trust Company
Washington
$493K +$1.37K +4 +0.3%
BIA
2203
Barry Investment Advisors
Massachusetts
$493K -$11.3K -33 -2%
4WM
2204
44 Wealth Management
Oregon
$492K -$143K -419 -24%
BOS
2205
Bank of Stockton
California
$492K -$25K -73 -5%
HAS
2206
Holland Advisory Services
Florida
$490K -$40.4K -118 -8%
HWA
2207
HHM Wealth Advisors
Tennessee
$490K +$22.3K +65 +5%
FSA
2208
Financial Security Advisor
Virginia
$490K +$1.03K +3 +0.2%
CFFP
2209
Center for Financial Planning
Michigan
$489K
TIP
2210
Tandem Investment Partners
New Jersey
$488K -$66.4K -194 -13%
DFS
2211
Dixon Fnancial Services
California
$487K
LA
2212
Lakeside Advisors
Washington
$487K +$1.03K +3 +0.2%
KA
2213
KLCM Advisors
Wisconsin
$486K
YP
2214
YANKCOM Partnership
South Dakota
$486K -$12K -35 -3%
CG
2215
CFO4Life Group
Texas
$485K +$11.6K +34 +3%
UCB
2216
United Community Bank
South Carolina
$485K -$56.5K -165 -11%
BONH
2217
Bank of New Hampshire
New Hampshire
$483K -$3.77K -11 -0.8%
TP
2218
TritonPoint Partners
Maryland
$483K +$197K +576 +76%
TWP
2219
Tower Wealth Partners
Pennsylvania
$483K +$27K +79 +6%
PWPS
2220
Pinnacle Wealth Planning Services
Ohio
$482K +$28.8K +84 +7%
MWM
2221
Mosley Wealth Management
California
$481K +$11.6K +34 +3%
CFSG
2222
Clark Financial Services Group
Missouri
$481K +$68.8K +201 +18%
AA
2223
Advisory Alpha
Michigan
$480K +$102K +297 +29%
VIA
2224
Victrix Investment Advisors
Florida
$479K +$144K +421 +47%
BAG
2225
Bridgewealth Advisory Group
California
$478K -$1.37K -4 -0.3%