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Name Holding Trade Value Shares
Change
Change in
Stake
HFG
1001
Heron Financial Group
New York
$256K +$5.23K +22 +2%
Tiedemann Advisors
1002
Tiedemann Advisors
New York
$256K +$1.43K +6 +0.6%
BCG
1003
Breakwater Capital Group
New Jersey
$255K +$251K +1,054 New
CCB
1004
Cutter & Co Brokerage
Missouri
$254K – – –
ECM
1005
EagleClaw Capital Management
Massachusetts
$254K – – –
Perfromance Wealth Partners
1006
Perfromance Wealth Partners
Illinois
$254K – – –
SWM
1007
SeaCrest Wealth Management
New York
$253K -$3.09K -13 -1%
Mairs & Power Inc
1008
Mairs & Power Inc
Minnesota
$252K -$29K -122 -10%
Ashton Thomas Private Wealth
1009
Ashton Thomas Private Wealth
Arizona
$252K +$7.37K +31 +3%
Sequoia Financial Advisors
1010
Sequoia Financial Advisors
Ohio
$252K +$247K +1,039 New
LC
1011
LCNB Corp
Ohio
$251K +$1.67K +7 +0.7%
GLA
1012
Good Life Advisors
Pennsylvania
$250K -$3.81K -16 -2%
BIC
1013
Beach Investment Counsel
Pennsylvania
$249K – – –
SWM
1014
Shelton Wealth Management
Texas
$248K -$46.9K -197 -16%
CFCI
1015
Comprehensive Financial Consultants Institutional
Indiana
$246K – – –
LOPW
1016
Live Oak Private Wealth
North Carolina
$245K – – –
WE
1017
Wealth Effects
Massachusetts
$245K – – –
CBT
1018
Central Bank & Trust
Kentucky
$243K -$5.23K -22 -2%
CIA
1019
Cladis Investment Advisory
Montana
$242K – – –
GI
1020
GS Investments
Minnesota
$242K – – –
DA
1021
Dover Advisors
Virginia
$242K +$238K +1,000 New
GCM
1022
Greenland Capital Management
New York
$242K +$238K +1,000 New
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
$242K +$238K +1,000 New
CA
1024
Cortland Associates
Missouri
$242K – – –
GA
1025
Goldstein Advisors
Wisconsin
$242K +$237K +998 New