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Name Holding Trade Value Shares
Change
Change in
Stake
T
1751
TCWP
Ohio
$201K +$196K +1,967 New
NCM
1752
Novare Capital Management
North Carolina
$201K +$196K +1,968 New
MWP
1753
Moller Wealth Partners
$200K -$102K -1,020 -34%
OIA
1754
Optimum Investment Advisors
Illinois
$200K
RGF
1755
Retirement Guys Formula
Ohio
$200K +$195K +1,955 New
IA
1756
IFG Advisory
Georgia
$200K +$195K +1,956 New
EWM
1757
Endurance Wealth Management
Rhode Island
$198K
EBA
1758
Eagle Bay Advisors
New York
$196K +$11K +110 +6%
FPB
1759
First PREMIER Bank
South Dakota
$195K
HBT
1760
Hills Bank & Trust
Iowa
$191K
Bank of Montreal
1761
Bank of Montreal
Ontario, Canada
$188K -$39.5M -396,231 -18%
NIM
1762
NuWave Investment Management
New Jersey
$182K -$731K -7,328 -80%
WAS
1763
Winch Advisory Services
Wisconsin
$181K +$399 +4 +0.2%
CA
1764
Crewe Advisors
Utah
$177K +$11.2K +112 +7%
AWM
1765
Ameliora Wealth Management
Switzerland
$173K +$148K +1,488 New
PB
1766
Pinnacle Bancorp
Nebraska
$171K -$9.97K -100 -6%
HR
1767
Howe & Rusling
New York
$171K -$3.59K -36 -2%
BA
1768
Bellwether Advisors
Nebraska
$168K +$598 +6 +0.4%
FNBOSM
1769
First National Bank of South Miami
Florida
$166K -$8.98K -90 -5%
ANBT
1770
American National Bank & Trust
Texas
$166K +$10.2K +102 +7%
AIM
1771
Acropolis Investment Management
Missouri
$165K -$798 -8 -0.5%
TFGT
1772
TS Financial Group (TSFG)
Illinois
$160K +$100 +1 +0.1%
BWM
1773
BerganKDV Wealth Management
Minnesota
$159K -$36.9K -370 -19%
TWM
1774
Tradition Wealth Management
Minnesota
$157K +$1.4K +14 +0.9%
ETH
1775
Exos TFP Holdings
New York
$155K +$151K +1,513 New