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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2701
JFS Wealth Advisors
Pennsylvania
$1.76M -$24.3K -192 -1%
GWM
2702
Greenwich Wealth Management
Connecticut
$1.76M +$28.1K +222 +1%
FW
2703
FirstPurpose Wealth
Utah
$1.76M +$229K +1,809 +13%
AOWM
2704
Alpha Omega Wealth Management
Virginia
$1.76M -$84.6K -669 -4%
MAM
2705
Mystic Asset Management
Rhode Island
$1.76M +$7.58K +60 +0.4%
ACP
2706
Aveo Capital Partners
Colorado
$1.76M -$567K -4,487 -22%
BMWM
2707
Brown Miller Wealth Management
Virginia
$1.76M +$29.2K +231 +2%
4WM
2708
4J Wealth Management
Virginia
$1.75M -$27.9K -221 -1%
AAM
2709
Ascension Asset Management
New York
$1.75M
NF
2710
Nvest Financial
New Hampshire
$1.75M +$71.3K +564 +4%
FSG
2711
Financial Strategies Group
Michigan
$1.75M +$231K +1,825 +13%
TCOO
2712
Trust Company of Oklahoma
Oklahoma
$1.75M +$136K +1,074 +7%
RDFA
2713
Ritter Daniher Financial Advisory
Ohio
$1.75M +$128K +1,012 +7%
PWM
2714
Pinnacle Wealth Management
California
$1.74M +$201K +1,593 +12%
OPTFSNA
2715
Old Point Trust & Financial Services N A
Virginia
$1.74M +$1.2M +9,505 +161%
PSB
2716
Piscataqua Savings Bank
New Hampshire
$1.74M -$29.1K -230 -1%
SN
2717
Sittner & Nelson
Oregon
$1.74M +$61.9K +490 +3%
ITIM
2718
Indiana Trust & Investment Management
Indiana
$1.73M +$200K +1,580 +11%
WP
2719
WealthSpring Partners
California
$1.73M +$1.93M +15,300 New
IDBONY
2720
Israel Discount Bank of New York
New York
$1.72M -$191K -1,512 -9%
CPWA
2721
Cerro Pacific Wealth Advisors
California
$1.72M +$71.9K +569 +4%
6F
2722
626 Financial
Michigan
$1.72M +$376K +2,977 +24%
MC
2723
Matisse Capital
Oregon
$1.72M -$398K -3,150 -17%
IFPG
2724
Intrepid Financial Planning Group
Indiana
$1.72M +$128K +1,015 +7%
EWM
2725
Endurance Wealth Management
Rhode Island
$1.72M +$29.7K +235 +2%