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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1826
Action Point Financial Planning
Michigan
$72.4K +$63K +706 New
HWA
1827
HHM Wealth Advisors
Tennessee
$71.9K -$22.9K -257 -27%
ITIM
1828
Indiana Trust & Investment Management
Indiana
$70.3K – – –
FLP
1829
Financial Life Planners
Arizona
$69.1K +$357 +4 +0.6%
MB
1830
MidFirst Bank
Oklahoma
$69K -$2.95K -33 -5%
SIC
1831
SJS Investment Consulting
Ohio
$68.9K -$3.3K -37 -5%
MCM
1832
MV Capital Management
Maryland
$68.1K +$1.96K +22 +3%
HDIM
1833
Hanson & Doremus Investment Management
Vermont
$68K – – –
WWM
1834
Wolff Wiese Magana
California
$67.3K – – –
FPF
1835
First Pacific Financial
Washington
$67.2K -$20.4K -229 -26%
PMFA
1836
Plante Moran Financial Advisors
Michigan
$66.4K +$536 +6 +0.9%
EF
1837
Entrust Financial
Pennsylvania
$66.1K -$5.71K -64 -9%
MWPCG
1838
Measured Wealth Private Client Group
New Hampshire
$65.8K -$109K -1,225 -66%
WAU
1839
Wellington-Altus USA
Manitoba, Canada
$65K – – –
FC
1840
Financial Consulate
Maryland
$64.8K +$5.09K +57 +10%
PB
1841
Prosperity Bancshares
Texas
$63.8K -$6.61K -74 -11%
TIAA Trust, National Association
1842
TIAA Trust, National Association
North Carolina
$63.8K -$536 -6 -1%
Bank Julius Baer & Co
1843
Bank Julius Baer & Co
Switzerland
$63.7K -$102K -1,148 -65%
UOTTAIMCU
1844
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$63.4K +$54.7K +613 New
DAM
1845
Delta Asset Management
Tennessee
$63.3K -$8.93K -100 -14%
PGAM
1846
Princeton Global Asset Management
New Jersey
$62.7K -$1.88K -21 -3%
PB
1847
Pinnacle Bancorp
Nebraska
$62.7K – – –
MS
1848
Monetary Solutions
Ohio
$62.1K – – –
SMFG
1849
Sumitomo Mitsui Financial Group
Japan
$62.1K +$53.6K +600 New
BGC
1850
Beutel, Goodman & Co
Ontario, Canada
$62K -$470K -5,265 -90%