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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1476
Laraway Financial Advisors
Minnesota
$788K +$816K +15,650 New
IBOK
1477
Independence Bank of Kentucky
Kentucky
$785K +$195K +3,750 +32%
IC
1478
Intersect Capital
California
$784K -$63.5K -1,219 -7%
WP
1479
WealthSource Partners
California
$781K +$323K +6,192 +66%
AA
1480
Altrafin AG
$779K +$807K +15,484 New
TIM
1481
Tevis Investment Management
Texas
$778K +$800K +15,351 New
ST
1482
Sentinel Trust
Texas
$777K +$804K +15,432 New
MWPCG
1483
Measured Wealth Private Client Group
New Hampshire
$776K +$17.7K +339 +2%
JAG
1484
Journey Advisory Group
Kentucky
$771K +$340K +6,523 +74%
CIC
1485
Chilton Investment Company
Connecticut
$768K -$231K -4,432 -23%
WP
1486
WealthShield Partners
North Carolina
$767K +$67.6K +1,297 +9%
MIC
1487
Means Investment Company
Maine
$766K -$3.28K -63 -0.4%
TNBTD
1488
Trustmark National Bank Trust Department
Mississippi
$763K -$12.5K -239 -2%
DA
1489
Dillon & Associates
Michigan
$761K +$143K +2,747 +22%
IWM
1490
IHT Wealth Management
Illinois
$760K -$69.2K -1,327 -8%
FSA
1491
Franklin Street Advisors
North Carolina
$760K -$11.5K -220 -1%
IF
1492
Ironwood Financial
Arizona
$760K -$1.93K -37 -0.2%
CBFP
1493
Cedar Brook Financial Partners
Ohio
$760K +$102K +1,966 +15%
BAM
1494
Barrett Asset Management
New York
$755K +$242K +4,648 +45%
LFCM
1495
Long Focus Capital Management
Puerto Rico
$755K +$782K +15,000 New
WP
1496
WMS Partners
Maryland
$753K -$870K -16,702 -53%
MPPLM
1497
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$751K +$5.79K +111 +0.7%
GA
1498
Geller Advisors
New York
$751K +$12K +231 +2%
DP
1499
Denver PWM
Colorado
$748K +$768K +14,742 New
AFS
1500
Access Financial Services
Minnesota
$745K -$210K -4,026 -21%