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Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1926
Bar Harbor Trust Services
Maine
$645K -$74.8K -1,593 -11%
SFG
1927
Sunburst Financial Group
Alabama
$644K +$37.8K +806 +7%
CWP
1928
Concord Wealth Partners
Virginia
$644K +$419K +8,931 +254%
PL
1929
Plancorp LLC
Missouri
$642K -$10.8K -231 -2%
EA
1930
Emerald Advisors
Washington
$640K +$7.65K +163 +1%
HIM
1931
Hillsdale Investment Management
Ontario, Canada
$640K +$28.2K +600 +5%
GC
1932
Gilbert & Cook
Iowa
$640K +$57.3K +1,220 +11%
CA
1933
Cortland Associates
Missouri
$637K -$50.7K -1,081 -8%
SAM
1934
SignalPoint Asset Management
Missouri
$637K +$2.82K +60 +0.5%
SWK
1935
Stephen W. Kidder
$629K -$79.8K -1,700 -12%
CP
1936
Cumberland Partners
Ontario, Canada
$627K -$572K -12,175 -50%
YWP
1937
YorkBridge Wealth Partners
New York
$626K +$10.3K +220 +2%
CWS
1938
Cypress Wealth Services
California
$625K -$19.7K -419 -3%
AIM
1939
Acropolis Investment Management
Missouri
$623K -$94 -2 -0%
FCFC
1940
First Citizens Financial Corp
Iowa
$622K -$19K -405 -3%
NW
1941
NewEdge Wealth
Pennsylvania
$620K -$1.53M -32,641 -73%
RM
1942
Resource Management
Louisiana
$620K +$160K +3,412 +40%
IBOK
1943
Independence Bank of Kentucky
Kentucky
$618K +$21.6K +460 +4%
AWA
1944
AmeriServ Wealth Advisors
Pennsylvania
$615K -$5.87K -125 -1%
CAM
1945
Cypress Asset Management
Texas
$615K
PCS
1946
Personal CFO Solutions
New Jersey
$615K +$63K +1,341 +13%
WCF
1947
West Coast Financial
California
$613K +$556K +11,851 New
PAG
1948
Pinnacle Advisory Group
Maryland
$611K +$336K +7,148 +153%
CL
1949
Choreo LLC
Illinois
$610K -$34.1K -727 -6%
FPB
1950
First PREMIER Bank
South Dakota
$610K