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Name Holding Trade Value Shares
Change
Change in
Stake
API
1251
Asset Planning Inc
California
$17K – – –
BONH
1252
Bank of New Hampshire
New Hampshire
$17K – – –
Bogart Wealth LLC
1253
Bogart Wealth LLC
Virginia
$17K – – –
LAM
1254
Lummis Asset Management
Texas
$17K – – –
MSWM
1255
Mowery & Schoenfeld Wealth Management
Illinois
$17K – – –
SWP
1256
Strategic Wealth Partners
Ohio
$17K – – –
BIM
1257
Bullseye Investment Management
Ohio
$17K +$18.9K +5 New
RTC
1258
Riverview Trust Company
Washington
$17K +$18.9K +5 New
SEP
1259
Signature Equity Partners
Ohio
$17K +$18.9K +5 New
CTWM
1260
Cherry Tree Wealth Management
Minnesota
$13.6K -$3.78K -1 -20%
ADL
1261
Asset Dedication LLC
California
$13.6K – – –
BIA
1262
Bell Investment Advisors
California
$13.6K – – –
Chilton Capital Management
1263
Chilton Capital Management
Texas
$13.6K – – –
KFA
1264
Kelleher Financial Advisors
New York
$13.6K – – –
TFM
1265
TFC Financial Management
Massachusetts
$13.6K – – –
UCB
1266
United Community Bank
South Carolina
$13.6K – – –
RF
1267
Rossby Financial
Florida
$13.6K +$7.56K +2 +100%
VNA
1268
Valley National Advisers
Pennsylvania
$12K +$3.78K +1 +33%
DIP
1269
DT Investment Partners
Pennsylvania
$10.2K – – –
FFA
1270
Frazier Financial Advisors
Ohio
$10.2K – – –
HHMI
1271
Howard Hughes Medical Institute
Maryland
$10.2K – – –
HFS
1272
Hughes Financial Services
Virginia
$10.2K – – –
IWM
1273
IMG Wealth Management
Florida
$10.2K – – –
RTL
1274
Red Tortoise LLC
Georgia
$10.2K – – –
SNB
1275
Security National Bank
Nebraska
$10.2K – – –