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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1301
Trek Financial
Arizona
$2.24M +$333K +6,764 +18%
EFM
1302
Eley Financial Management
Vermont
$2.24M +$4.18K +85 +0.2%
OHWP
1303
Oak Harbor Wealth Partners
North Carolina
$2.24M -$20.7K -421 -1%
APIM
1304
Agate Pass Investment Management
Washington
$2.23M +$124K +2,527 +6%
ANBT
1305
American National Bank & Trust
Texas
$2.23M -$3.25K -66 -0.2%
WAP
1306
Wealthcare Advisory Partners
Pennsylvania
$2.22M +$1.92K +39 +0.1%
SF
1307
Summit Financial
New Jersey
$2.21M +$11.4K +232 +0.5%
MCA
1308
MSH Capital Advisors
Arizona
$2.2M +$23.2K +471 +1%
PT
1309
Plimoth Trust
Massachusetts
$2.2M -$90.1K -1,832 -4%
GLA
1310
Good Life Advisors
Pennsylvania
$2.19M +$410K +8,332 +24%
SVWAG
1311
Sound View Wealth Advisors Group
Georgia
$2.19M -$88.7K -1,803 -4%
MVA
1312
Mount Vernon Associates
Maryland
$2.19M
RFG
1313
Range Financial Group
Oregon
$2.19M +$1.15M +23,283 +123%
CWAG
1314
Compton Wealth Advisory Group
Virginia
$2.18M +$15.7K +319 +0.8%
RMSCM
1315
R.M. Sincerbeaux Capital Management
New York
$2.18M
GIP
1316
Granite Investment Partners
California
$2.18M
FFM
1317
Forum Financial Management
Illinois
$2.17M +$61.7K +1,255 +3%
1WA
1318
180 Wealth Advisors
Washington
$2.16M -$105K -2,143 -5%
SCM
1319
SOL Capital Management
Maryland
$2.15M
MMPW
1320
Mitchell McLeod Pugh & Williams
Alabama
$2.15M +$56.3K +1,144 +3%
BSB
1321
Bangor Savings Bank
Maine
$2.15M +$62.6K +1,272 +3%
PK
1322
Pflug Koory
Nebraska
$2.15M +$9.59K +195 +0.5%
WIC
1323
Woodmont Investment Counsel
Tennessee
$2.14M -$96.3K -1,957 -5%
MCM
1324
Mainstay Capital Management
Michigan
$2.14M -$102K -2,076 -5%
EL
1325
EMFO LLC
Florida
$2.14M