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Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
4001
Charter Research & Investment Group
Connecticut
$1.46M
LC
4002
Landaas & Company
Wisconsin
$1.46M +$23K +106 +1%
C1AG
4003
Client 1st Advisory Group
Florida
$1.45M +$2.17K +10 +0.1%
MW
4004
Members Wealth
Pennsylvania
$1.45M +$77.7K +358 +5%
IAP
4005
Indie Asset Partners
Indiana
$1.45M -$418K -1,925 -20%
CNBT
4006
Cornerstone National Bank & Trust
Illinois
$1.45M -$172K -792 -9%
SWM
4007
Seed Wealth Management
Illinois
$1.45M
MA
4008
Maxele Advisors
Missouri
$1.45M +$227K +1,047 +16%
DFA
4009
Davies Financial Advisors
California
$1.44M -$130K -598 -7%
PC
4010
Port Capital
Illinois
$1.44M -$77.7K -358 -5%
PPWM
4011
Perissos Private Wealth Management
Oklahoma
$1.44M
KBFS
4012
Kohmann Bosshard Financial Services
Ohio
$1.44M -$9.11K -42 -0.6%
PCM
4013
Palouse Capital Management
Washington
$1.44M -$89.6K -413 -5%
WC
4014
Weil Company
California
$1.44M +$337K +1,553 +26%
BC
4015
Brio Consultants
California
$1.44M +$135K +623 +9%
DI
4016
Disciplined Investors
Texas
$1.44M +$16.9K +78 +1%
PWM
4017
Partners Wealth Management
California
$1.44M +$45.6K +210 +3%
SPI
4018
Sutton Place Investors
New York
$1.44M -$139K -642 -8%
NWMP
4019
Noble Wealth Management PBC
Colorado
$1.44M +$489K +2,255 +43%
AWM
4020
AllSquare Wealth Management
New York
$1.43M -$33K -152 -2%
SWM
4021
SilverOak Wealth Management
Minnesota
$1.43M
PK
4022
Pflug Koory
Nebraska
$1.43M +$41.7K +192 +3%
SFWA
4023
Summit Financial Wealth Advisors
Louisiana
$1.43M -$96.6K -445 -6%
MWP
4024
Meriwether Wealth & Planning
Louisiana
$1.43M -$43.2K -199 -3%
WWM
4025
Waterway Wealth Management
Texas
$1.43M +$311K +1,433 +24%