Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2351
Satovsky Asset Management
New York
$510K +$3.26K +53 +0.6%
GAM
2352
Griffin Asset Management
New York
$510K -$49.1K -798 -9%
USB
2353
Union Savings Bank
Connecticut
$510K +$2.4K +39 +0.5%
R
2354
Rebalance
California
$509K +$62 +1 +0%
TP
2355
Tranquility Partners
Tennessee
$508K +$2.28K +37 +0.5%
SWM
2356
Silverlake Wealth Management
Vermont
$508K +$18.2K +296 +4%
DW30
2357
Drucker Wealth 3.0
New Jersey
$506K +$505K +8,202 New
PFGIA
2358
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$96.2K +1,563 +24%
MLFP
2359
MPS Loria Financial Planners
Illinois
$505K +$2.65K +43 +0.5%
IWM
2360
Integris Wealth Management
California
$504K -$19.1K -310 -4%
NSB
2361
Norway Savings Bank
Maine
$504K -$48.2K -783 -9%
AP
2362
Adero Partners
California
$503K +$4.99K +81 +1%
SEIA
2363
Signature Estate & Investment Advisors
California
$503K +$60.2K +978 +14%
CAS
2364
CTC Alternative Strategies
Illinois
$503K +$502K +8,150 New
WHCI
2365
W.H. Cornerstone Investments
Massachusetts
$502K +$2.96K +48 +0.6%
WAM
2366
Walker Asset Management
Missouri
$502K +$2.22K +36 +0.4%
RWM
2367
Revisor Wealth Management
Ohio
$501K +$499K +8,113 New
ICP
2368
Impact Capital Partners
Colorado
$500K -$15.1K -245 -3%
EW
2369
Element Wealth
Mississippi
$499K +$308 +5 +0.1%
SFB
2370
STAR Financial Bank
Indiana
$497K -$31.1K -505 -6%
KF
2371
KKM Financial
Illinois
$496K -$63.7K -1,034 -11%
FBT
2372
First Bank & Trust
South Dakota
$496K -$8.19K -133 -2%
RWM
2373
Riverbend Wealth Management
South Carolina
$495K -$10.4K -169 -2%
WPC
2374
Waters Parkerson & Co
Louisiana
$495K – – –
SIM
2375
SSI Investment Management
California
$495K -$62 -1 -0%