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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2276
DAGCO Inc
Ohio
$548K +$75.4K +1,320 +17%
CBB
2277
Citizens Business Bank
California
$548K -$255K -4,461 -48%
JCM
2278
J2 Capital Management
Michigan
$548K +$529K +9,257 New
WFA
2279
Wade Financial Advisory
California
$548K – – –
WAG
2280
Winthrop Advisory Group
Massachusetts
$546K +$29.3K +513 +6%
AWA
2281
Acorn Wealth Advisors
Michigan
$546K +$2.34K +41 +0.4%
CA
2282
Continuum Advisory
Idaho
$546K -$3.94K -69 -0.7%
GSIAS
2283
Garden State Investment Advisory Services
New Jersey
$544K +$279K +4,891 +114%
ZB
2284
Zions Bancorporation
Utah
$544K -$57.1K -999 -10%
LFM
2285
LGT Fund Management
Liechtenstein
$544K +$157K +2,744 +43%
B
2286
BetterWealth
California
$544K +$971 +17 +0.2%
1WA
2287
180 Wealth Advisors
Washington
$543K -$43.2K -756 -8%
FMTC
2288
Farmers & Merchants Trust Company
California
$543K +$41.1K +720 +9%
RWP
2289
Revolve Wealth Partners
New Jersey
$542K +$141K +2,474 +37%
NCM
2290
NCM Capital Management
New Jersey
$542K -$5.71K -100 -1%
UB
2291
Umpqua Bank
Oregon
$542K +$36.8K +645 +8%
IWN
2292
Independent Wealth Network
Iowa
$541K +$16K +280 +3%
SA
2293
Sovran Advisors
California
$541K +$521K +9,124 New
LI
2294
LVZ Inc
Michigan
$541K +$78K +1,365 +18%
SFC
2295
SYM Financial Corp
Indiana
$541K +$62.8K +1,100 +14%
AA
2296
Advisory Alpha
Michigan
$541K -$45K -788 -8%
RT
2297
Rockland Trust
Massachusetts
$541K -$58.6K -1,026 -10%
NME
2298
Notis-McConarty Edward
$540K -$11.4K -200 -2%
RCM
2299
RB Capital Management
Nevada
$540K -$41.6K -728 -7%
ACM
2300
Arcataur Capital Management
Wisconsin
$540K -$4.97K -87 -0.9%
90 91
92
93 94