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Name Holding Trade Value Shares
Change
Change in
Stake
DFC
3351
DBK Financial Counsel
Ohio
$367K +$1.46K +14 +0.4%
BBNB
3352
Baker Boyer National Bank
Washington
$367K -$2.09K -20 -0.6%
LFIA
3353
Legacy Financial Independent Advisors
Kentucky
$367K – – –
HB
3354
Horizon Bancorp
Indiana
$367K -$13.5K -129 -4%
AWAP
3355
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$367K +$4.5K +43 +1%
PF
3356
PlanVest Financial
Maryland
$367K +$627 +6 +0.2%
WCP
3357
Wick Capital Partners
Pennsylvania
$366K +$326K +3,119 New
UW
3358
Unique Wealth
Florida
$366K +$28.7K +274 +10%
GT
3359
GreatBanc Trust
Illinois
$366K +$2.72K +26 +0.8%
Aristotle Capital Management
3360
Aristotle Capital Management
California
$365K +$325K +3,109 New
DHC
3361
Drum Hill Capital
Connecticut
$365K – – –
VPP
3362
Vertex Planning Partners
Illinois
$365K +$5.12K +49 +2%
CCIA
3363
Cherry Creek Investment Advisors
Colorado
$364K +$627 +6 +0.2%
ANB
3364
Amarillo National Bank
Texas
$364K – – –
SP
3365
Sequent Planning
Nebraska
$364K -$9.1K -87 -3%
BFAG
3366
Blackston Financial Advisory Group
Florida
$364K -$2.93K -28 -0.9%
DI
3367
Disciplined Investors
Texas
$363K -$36.5K -349 -10%
SAM
3368
Secure Asset Management
Michigan
$362K -$355K -3,394 -52%
KWM
3369
KFG Wealth Management
Indiana
$362K +$15.7K +150 +5%
TM
3370
TigerOak Management
New Mexico
$362K -$28.8K -275 -8%
PBF
3371
Petix & Botte Financial
California
$362K +$175K +1,669 +118%
CFM
3372
Cornerstone Financial Management
Massachusetts
$362K +$26.6K +254 +9%
PP
3373
PFS Partners
New Jersey
$361K -$36.1K -345 -10%
ZWA
3374
Zinnia Wealth Advisory
Florida
$361K +$9.52K +91 +3%
SIP
3375
Stoneridge Investment Partners
Pennsylvania
$361K +$325K +3,110 New