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Name Holding Trade Value Shares
Change
Change in
Stake
DL
2151
DOHJ LLC
Washington
$547K -$173K -3,795 -25%
T
2152
TRUADVICE
Florida
$546K +$11.4K +250 +2%
WWA
2153
WCG Wealth Advisors
Nevada
$546K +$82.1K +1,804 +19%
JMFC
2154
J.M. Forbes & Co
Massachusetts
$546K +$7.56K +166 +1%
KFP
2155
KB Financial Partners
New Jersey
$543K -$46.2K -1,015 -8%
BAM
2156
BOS Asset Management
Illinois
$542K +$518K +11,378 New
MW
2157
MBL Wealth
North Carolina
$542K -$229K -5,025 -31%
Members Trust
2158
Members Trust
Florida
$541K +$25.5K +560 +5%
CT
2159
Columbia Trust
Oregon
$539K +$48.1K +1,056 +10%
GM
2160
GeoWealth Management
Illinois
$539K -$1.01M -22,232 -66%
FCFC
2161
First Citizens Financial Corp
Iowa
$539K +$27.3K +600 +6%
MSA
2162
Marino Stram & Associates
Massachusetts
$538K -$3.82K -84 -0.7%
NFC
2163
Northeast Financial Consultants
Connecticut
$538K
SWM
2164
Seed Wealth Management
Illinois
$537K +$513K +11,272 New
MA
2165
Mezzasalma Advisors
New Jersey
$537K -$22.8K -500 -4%
RC
2166
Roundview Capital
New Jersey
$535K -$3.87K -85 -0.8%
NF
2167
Norwood Financial
Pennsylvania
$535K
DTC
2168
Davidson Trust Company
Washington
$534K -$31.4K -690 -6%
FANJ
2169
Financial Architects (New Jersey)
New Jersey
$533K +$10.8K +238 +2%
TWA
2170
TCI Wealth Advisors
Arizona
$533K -$27K -593 -5%
TIM
2171
Tortoise Investment Management
New York
$532K -$11.7K -257 -2%
BBW
2172
Blue Barn Wealth
Utah
$530K -$14.2K -311 -3%
CFG
2173
Carr Financial Group
Massachusetts
$529K +$505K +11,105 New
GDP
2174
Great Diamond Partners
Maine
$528K +$4.32K +95 +0.9%
FSC
2175
Full Sail Capital
Oklahoma
$527K +$21.2K +466 +4%