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Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
2426
New Jersey Better Educational Savings Trust
New Jersey
$228K +$215K +790 New
GTAM
2427
Global Trust Asset Management
Florida
$227K
PHAM
2428
Palisades Hudson Asset Management
Florida
$227K -$143K -525 -40%
MSWM
2429
McGlone Suttner Wealth Management
Wisconsin
$226K -$4.9K -18 -2%
GA
2430
Gateway Advisory
New Jersey
$226K +$214K +784 New
CWG
2431
Crown Wealth Group
North Carolina
$226K +$214K +784 New
CTWM
2432
Cherry Tree Wealth Management
Minnesota
$226K
PBO
2433
Peoples Bank (Ohio)
Ohio
$225K
EPW
2434
Evergreen Private Wealth
Colorado
$225K +$213K +781 New
SWIM
2435
Smallwood Wealth Investment Management
New Jersey
$224K +$212K +779 New
SW
2436
SkyOak Wealth
Michigan
$224K +$211K +776 New
PCTC
2437
Perkins Coie Trust Company
Washington
$223K -$3K -11 -1%
SWRP
2438
Summit Wealth & Retirement Planning
California
$223K +$817 +3 +0.4%
HPWM
2439
High Pines Wealth Management
Massachusetts
$223K -$27.2K -100 -11%
TAM
2440
Tucker Asset Management
Colorado
$223K +$28.6K +105 +16%
EP
2441
Eudaimonia Partners
Tennessee
$223K -$636K -2,333 -75%
RMAM
2442
Raab & Moskowitz Asset Management
New Jersey
$223K -$37.1K -136 -15%
WFAG
2443
Wescott Financial Advisory Group
Pennsylvania
$222K -$3K -11 -1%
QIM
2444
Quest Investment Management
Oregon
$222K
AP
2445
Adero Partners
California
$222K +$210K +770 New
CIS
2446
Custom Index Systems
New York
$221K +$210K +769 New
CCFM
2447
Clear Creek Financial Management
Washington
$221K -$8.72K -32 -4%
I
2448
INVST
Indiana
$221K +$190K +699 New
KWM
2449
Kaydan Wealth Management
Michigan
$221K -$3.54K -13 -2%
JCM
2450
Jacobsen Capital Management
Utah
$221K +$209K +767 New