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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
651
TRUE Private Wealth Advisors
Oregon
$105K +$106K +741 New
BG
652
Bollard Group
Massachusetts
$103K
YWP
653
YorkBridge Wealth Partners
New York
$102K
ZB
654
Zions Bancorporation
Utah
$102K
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$101K -$16.9K -118 -14%
SWP
656
Strategic Wealth Partners
Ohio
$97K
AOWM
657
Alpha Omega Wealth Management
Virginia
$93K
JFA
658
JNBA Financial Advisors
Minnesota
$93K +$94K +655 New
WPA
659
West Paces Advisors
Georgia
$92.1K
BWM
660
Baystate Wealth Management
Massachusetts
$92K
DBT
661
Dubuque Bank & Trust
Iowa
$90K
BWP
662
Baldwin Wealth Partners
Massachusetts
$86K +$43.1K +300 +100%
FHB
663
First Hawaiian Bank
Hawaii
$86K +$86.4K +602 New
TCCM
664
Timber Creek Capital Management
Massachusetts
$85K
JAM
665
JCIC Asset Management
Ontario, Canada
$85K +$28.7K +200 +50%
GP
666
Girard Partners
Pennsylvania
$84K +$85.3K +594 New
GRP
667
Global Retirement Partners
California
$82K +$1.58K +11 +2%
CAL
668
Capital Advisors Ltd
Ohio
$75K
CHC
669
City Holding Co
West Virginia
$73K
LIA
670
LS Investment Advisors
Michigan
$67K
RWA
671
River Wealth Advisors
Pennsylvania
$66K -$13.6K -95 -17%
LF
672
Lee Financial
Texas
$64K -$3.02K -21 -4%
AIM
673
Advantage Investment Management
Iowa
$64K
SIM
674
Sonora Investment Management
Arizona
$64K +$31.3K +218 +94%
AF
675
Allworth Financial
California
$63K +$1K +7 +2%