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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1476
Arete Wealth Advisors
Illinois
$2.37M +$2.4M +16,112 New
JWM
1477
Jeppson Wealth Management
California
$2.36M -$43.9K -295 -2%
IR
1478
IAT Reinsurance
New York
$2.36M – – –
SEP
1479
Southland Equity Partners
Missouri
$2.35M +$539K +3,619 +29%
TWM
1480
Trueblood Wealth Management
Ohio
$2.35M -$262K -1,761 -10%
CWM
1481
Chesapeake Wealth Management
Virginia
$2.35M -$29.3K -197 -1%
NDSI
1482
Newman Dignan & Sheerar Inc
Rhode Island
$2.34M +$48.5K +326 +2%
VST
1483
Van Strum & Towne
California
$2.34M +$3.42K +23 +0.1%
FPCP
1484
Fort Point Capital Partners
California
$2.34M +$39K +262 +2%
KC
1485
Knuff & Co
California
$2.33M +$196K +1,315 +9%
OAM
1486
Ostrum Asset Management
France
$2.33M +$28.6K +192 +1%
TBNY
1487
Trustco Bank (New York)
New York
$2.32M -$3.87K -26 -0.2%
KFGK
1488
Keystone Financial Group (Kentucky)
Kentucky
$2.32M +$245K +1,645 +12%
DC
1489
DeDora Capital
California
$2.31M +$38.1K +256 +2%
FWM
1490
Finer Wealth Management
Massachusetts
$2.31M -$15.5K -104 -0.7%
LA
1491
Lindenwold Advisors
Pennsylvania
$2.3M +$35.4K +238 +2%
Y-Intercept (HK)
1492
Y-Intercept (HK)
Hong Kong
$2.3M -$1.67M -11,205 -42%
CT
1493
Clearstead Trust
Maine
$2.29M +$20.2K +136 +0.9%
LOIP
1494
Live Oak Investment Partners
Texas
$2.29M – – –
SLFPAM
1495
St. Louis Financial Planners Asset Management
Missouri
$2.29M +$256K +1,722 +13%
Journey Strategic Wealth
1496
Journey Strategic Wealth
New Jersey
$2.29M +$448K +3,011 +24%
KMWM
1497
Keudell/Morrison Wealth Management
Oregon
$2.29M +$1.19K +8 +0.1%
OP
1498
ORG Partners
Indiana
$2.29M +$595K +3,995 +35%
SG
1499
Somerset Group
Minnesota
$2.28M – – –
MWA
1500
Midland Wealth Advisors
Illinois
$2.28M -$35K -235 -1%