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Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1876
United Bank (Virginia)
Virginia
$202K
CB
1877
CNB Bank
Pennsylvania
$202K -$42.7K -602 -17%
PIA
1878
Perennial Investment Advisors
California
$202K +$205K +2,887 New
CA
1879
CoreCap Advisors
Michigan
$200K +$203K +2,871 New
WMA
1880
West Michigan Advisors
Michigan
$200K -$13.9K -196 -6%
LB
1881
Legacy Bridge
Iowa
$200K
HB
1882
Horizon Bancorp
Indiana
$196K +$71.4K +1,007 +56%
TWD
1883
True Wealth Design
Ohio
$196K
TIA
1884
Tiemann Investment Advisors
California
$195K -$7.09K -100 -3%
WAM
1885
WFA Asset Management
Wisconsin
$192K -$6.8K -96 -3%
SWA
1886
SOA Wealth Advisors
New York
$190K +$59.7K +843 +45%
Loomis, Sayles & Company
1887
Loomis, Sayles & Company
Massachusetts
$190K -$248K -3,507 -56%
CFD
1888
Creative Financial Designs
Indiana
$190K +$8.01K +113 +4%
RBC
1889
Roble Belko & Company
Pennsylvania
$189K
PPC
1890
Park Place Capital
Alabama
$184K -$424K -5,981 -69%
AA
1891
Addison Advisors
Vermont
$182K +$1.56K +22 +0.8%
RA
1892
Rational Advisors
New York
$178K -$99.8K -1,408 -36%
NECFA
1893
New England Capital Financial Advisors
Connecticut
$175K +$1.35K +19 +0.8%
CA
1894
Centerpoint Advisors
Massachusetts
$175K
CIR
1895
Clear Investment Research
Georgia
$171K -$283 -4 -0.2%
GWSG
1896
GPS Wealth Strategies Group
Colorado
$171K -$21.6K -305 -11%
TIM
1897
Tortoise Investment Management
New York
$169K +$638 +9 +0.4%
PMFA
1898
Plante Moran Financial Advisors
Michigan
$169K -$15.3K -216 -8%
CTWM
1899
Cherry Tree Wealth Management
Minnesota
$167K
CAC
1900
Certified Advisory Corp
Florida
$166K +$803K +11,333 +584%