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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2201
Trust Company
Kansas
$179K – – –
GW&K Investment Management
2202
GW&K Investment Management
Massachusetts
$174K +$1.59K +7 +0.8%
GFL
2203
Granite FO LLC
New Hampshire
$174K – – –
SHIM
2204
Stone House Investment Management
Pennsylvania
$168K +$63.8K +280 +50%
FPB
2205
First PREMIER Bank
South Dakota
$168K – – –
FPF
2206
First Pacific Financial
Washington
$167K +$15.7K +69 +9%
BWM
2207
Bullock Wealth Management
Indiana
$166K +$1.82K +8 +1%
AAG
2208
Armstrong Advisory Group
Massachusetts
$165K – – –
CFFP
2209
Center for Financial Planning
Michigan
$165K -$1.14K -5 -0.6%
CMA
2210
Cedar Mountain Advisors
Oregon
$164K -$212K -932 -53%
JFGIW
2211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$120K -529 -39%
API
2212
Asset Planning Inc
California
$163K -$37.8K -166 -17%
WBWA
2213
William B. Walkup & Associates
South Carolina
$161K +$28.9K +127 +16%
HC
2214
Hara Capital
Washington
$161K – – –
FNWA
2215
Financial Network Wealth Advisors
Utah
$161K +$49.9K +219 +37%
MWM
2216
Mosley Wealth Management
California
$160K +$169K +742 New
FCT
2217
First Community Trust
Iowa
$158K – – –
DWP
2218
Destiny Wealth Partners
Florida
$157K +$179K +788 New
IPS
2219
Investors Portfolio Services
Washington
$155K +$21.9K +96 +14%
OAM
2220
Ostrum Asset Management
France
$155K +$177K +778 New
BBPWM
2221
Blue Bell Private Wealth Management
Pennsylvania
$154K +$70.8K +311 +67%
PMFA
2222
Plante Moran Financial Advisors
Michigan
$152K -$12.5K -55 -7%
MCM
2223
MV Capital Management
Maryland
$152K -$9.56K -42 -5%
RFP
2224
Root Financial Partners
California
$152K -$38.9K -171 -18%
PWMG
2225
Private Wealth Management Group
New Jersey
$150K +$22.8K +100 +15%