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Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
1001
Northwest Quadrant Wealth Management
Oregon
$840K -$10.3K -22 -1%
HI
1002
Harbour Investments
Wisconsin
$839K -$50.5K -108 -6%
KIG
1003
Kessler Investment Group
Indiana
$839K -$21.5K -46 -3%
ADL
1004
Asset Dedication LLC
California
$835K
SFC
1005
SYM Financial Corp
Indiana
$824K +$16.8K +36 +2%
HGWM
1006
Horst & Graben Wealth Management
Oregon
$820K
VCM
1007
Versant Capital Management
Arizona
$820K +$29.9K +64 +4%
FNBSF
1008
First National Bank Sioux Falls
South Dakota
$817K
PPWP
1009
Premier Path Wealth Partners
New Jersey
$816K +$43.9K +94 +6%
SCP
1010
Sivia Capital Partners
California
$816K +$117K +250 +19%
TIA
1011
Tiemann Investment Advisors
California
$805K -$45.3K -97 -6%
BAAM
1012
Baker Avenue Asset Management
California
$802K +$1.4K +3 +0.2%
BM
1013
Berman McAleer
Maryland
$796K +$1.4K +3 +0.2%
BOSSRA
1014
B.O.S.S. Retirement Advisors
Utah
$795K +$728K +1,558 New
SCP
1015
Seizert Capital Partners
Michigan
$792K -$467 -1 -0.1%
RMDI
1016
R.M. Davis Inc
Maine
$791K -$51.4K -110 -7%
ANBT
1017
American National Bank & Trust
Texas
$788K -$297K -636 -29%
DAS
1018
Dynamic Advisor Solutions
Arizona
$785K +$37.9K +81 +6%
FCCM
1019
First City Capital Management
Georgia
$784K -$46.7K -100 -6%
GS
1020
GTS Securities
Florida
$779K +$438K +938 +159%
WS
1021
Wedbush Securities
California
$779K +$129K +277 +22%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$778K +$10.8K +23 +2%
DAM
1023
Directional Asset Management
Illinois
$777K +$712K +1,523 New
BBA
1024
BLB&B Advisors
Pennsylvania
$776K +$1.87K +4 +0.3%
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$769K -$969K -2,073 -58%