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Name Holding Trade Value Shares
Change
Change in
Stake
UBV
826
United Bank (Virginia)
Virginia
$217K +$207K +6,223 New
HB
827
Horizon Bancorp
Indiana
$215K +$205K +6,148 New
DFS
828
Dixon Fnancial Services
California
$214K +$204K +6,137 New
LC
829
Lindbrook Capital
California
$214K -$1.33K -40 -0.6%
PCA
830
Personal Capital Advisors
California
$212K +$202K +6,062 New
SWM
831
Seed Wealth Management
Illinois
$211K +$201K +6,050 New
PMA
832
Prudent Man Advisors
Illinois
$211K +$201K +6,037 New
IWP
833
Insight Wealth Partners
Texas
$211K +$201K +6,033 New
RIA
834
Regal Investment Advisors
Michigan
$209K -$49.8K -1,498 -20%
HW
835
Hancock Whitney
Mississippi
$209K +$199K +5,973 New
RPCONE
836
Retirement Planning Company of New England
Rhode Island
$208K +$198K +5,956 New
VBFP
837
Valtinson Bruner Financial Planning
Minnesota
$207K +$195K +5,850 New
BTWM
838
Baker Tilly Wealth Management
Wisconsin
$206K +$196K +5,901 New
RWMG
839
Redwood Wealth Management Group
New Jersey
$206K +$196K +5,900 New
LRIC
840
Long Road Investment Counsel
Michigan
$206K +$196K +5,900 New
MA
841
MKT Advisors
California
$206K +$195K +5,872 New
CCM
842
Coldstream Capital Management
Washington
$205K +$195K +5,874 New
PPP
843
Private Portfolio Partners
New Jersey
$204K +$195K +5,851 New
Toronto Dominion Bank
844
Toronto Dominion Bank
Ontario, Canada
$204K +$91.3K +2,744 +89%
CBFP
845
Cedar Brook Financial Partners
Ohio
$204K +$194K +5,836 New
P
846
Pitcairn
Pennsylvania
$203K +$194K +5,821 New
HIC
847
Holderness Investments Company
North Carolina
$202K +$192K +5,783 New
RBC
848
Romano Brothers & Co
Illinois
$202K +$192K +5,780 New
WFMPM
849
Woodley Farra Manion Portfolio Management
Indiana
$202K +$192K +5,772 New
CSI
850
Cross Staff Investments
New York
$201K