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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2101
Plante Moran Financial Advisors
Michigan
$196K +$20.8K +528 +13%
MSFP
2102
Mark Sheptoff Financial Planning
Connecticut
$189K -$5.68K -144 -3%
SWA
2103
SOA Wealth Advisors
New York
$187K -$671 -17 -0.4%
GKIM
2104
GW&K Investment Management
Massachusetts
$187K +$15.5K +393 +10%
SWM
2105
Sugarloaf Wealth Management
Georgia
$186K +$14.8K +375 +9%
WPWM
2106
Western Pacific Wealth Management
Illinois
$182K
BCV
2107
Banque Cantonale Vaudoise
Switzerland
$182K -$198K -5,018 -53%
HI
2108
Hendershot Investments
Virginia
$182K
OPTFSNA
2109
Old Point Trust & Financial Services N A
Virginia
$181K +$142K +3,600 +488%
VCM
2110
Versant Capital Management
Arizona
$178K +$20.6K +522 +14%
CAM
2111
Close Asset Management
United Kingdom
$176K -$2.37K -60 -1%
USB
2112
Union Savings Bank
Connecticut
$172K -$98.1K -2,486 -38%
SN
2113
Sittner & Nelson
Oregon
$172K
PK
2114
Pflug Koory
Nebraska
$171K +$162K +4,102 New
MSWM
2115
Mowery & Schoenfeld Wealth Management
Illinois
$171K -$41.9K -1,061 -21%
HB
2116
Horizon Bancorp
Indiana
$170K -$4.14K -105 -3%
WPA
2117
West Paces Advisors
Georgia
$166K
JGIA
2118
Jackson Grant Investment Advisers
Connecticut
$165K -$150K -3,806 -49%
SIS
2119
Sound Income Strategies
Florida
$165K +$14.3K +363 +10%
CHA
2120
Carmichael Hill & Associates
Maryland
$160K
PPC
2121
Park Place Capital
Alabama
$158K
KA
2122
Kozak & Associates
Colorado
$155K +$20.6K +523 +17%
HGA
2123
Hobbs Group Advisors
South Carolina
$153K +$15.5K +393 +12%
CBT
2124
CoreFirst Bank & Trust
Kansas
$147K +$139K +3,531 New
CFG
2125
CKW Financial Group
Hawaii
$146K -$7.9K -200 -5%