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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
2551
Capital Insight Partners
Arizona
$2.07M +$31.9K +200 +2%
BWM
2552
BigSur Wealth Management
Florida
$2.07M
KFS
2553
Kaizen Financial Strategies
California
$2.07M +$2.03M +12,700 New
MSS
2554
Mitchell Sinkler & Starr
Pennsylvania
$2.06M -$73.4K -460 -4%
PIM
2555
Penobscot Investment Management
Massachusetts
$2.06M +$22.3K +140 +1%
CIC
2556
Crawford Investment Counsel
Georgia
$2.06M +$47.9K +300 +2%
HWM
2557
Hemington Wealth Management
Virginia
$2.06M +$2.02M +12,640 New
AF
2558
Allworth Financial
California
$2.06M +$98.9K +620 +5%
JWA
2559
JFS Wealth Advisors
Pennsylvania
$2.06M +$95.7K +600 +5%
TA
2560
Trellis Advisors
Washington
$2.05M +$179K +1,120 +10%
CCFCSB
2561
Cape Cod Five Cents Savings Bank
Massachusetts
$2.04M -$140K -880 -7%
MIAS
2562
Mason Investment Advisory Services
Virginia
$2.04M
PB
2563
Pinnacle Bancorp
Nebraska
$2.04M -$22.3K -140 -1%
MF
2564
Montis Financial
Massachusetts
$2.03M +$2M +12,560 New
RCIM
2565
Red Cedar Investment Management
Michigan
$2.03M -$1.08M -6,760 -35%
BMWM
2566
Brown Miller Wealth Management
Virginia
$2.02M +$1.98M +12,380 New
CWMU
2567
Caliber Wealth Management (Utah)
Utah
$2.01M +$1.97M +12,360 New
AF
2568
Affiance Financial
Minnesota
$2.01M -$160K -1,000 -7%
1WM
2569
1900 Wealth Management
Texas
$2.01M +$1.97M +12,360 New
BWM
2570
Baystate Wealth Management
Massachusetts
$2M +$38.3K +240 +2%
WAAG
2571
Wealth Alliance Advisory Group
Kansas
$2M +$57.4K +360 +3%
RW
2572
RVW Wealth
California
$2M +$134K +840 +10%
WMA
2573
Wealth Management Associates
New Jersey
$1.98M +$217K +1,360 +13%
NSB
2574
Norway Savings Bank
Maine
$1.98M +$201K +1,260 +12%
PCM
2575
Pointe Capital Management
Michigan
$1.97M -$98.9K -620 -5%