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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
CPF Texas
Texas
$105K – – –
TPWA
652
TRUE Private Wealth Advisors
Oregon
$105K +$106K +741 New
BG
653
Bollard Group
Massachusetts
$103K – – –
YWP
654
YorkBridge Wealth Partners
New York
$102K – – –
ZB
655
Zions Bancorporation
Utah
$102K – – –
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$101K -$16.9K -118 -14%
SWP
657
Strategic Wealth Partners
Ohio
$97K – – –
AOWM
658
Alpha Omega Wealth Management
Virginia
$93K – – –
JFA
659
JNBA Financial Advisors
Minnesota
$93K +$94K +655 New
WPA
660
West Paces Advisors
Georgia
$92.1K – – –
BWM
661
Baystate Wealth Management
Massachusetts
$92K – – –
DBT
662
Dubuque Bank & Trust
Iowa
$90K – – –
BWP
663
Baldwin Wealth Partners
Massachusetts
$86K +$43.1K +300 +100%
FHB
664
First Hawaiian Bank
Hawaii
$86K +$86.4K +602 New
TCCM
665
Timber Creek Capital Management
Massachusetts
$85K – – –
JAM
666
JCIC Asset Management
Ontario, Canada
$85K +$28.7K +200 +50%
GP
667
Girard Partners
Pennsylvania
$84K +$85.3K +594 New
GRP
668
Global Retirement Partners
California
$82K +$1.58K +11 +2%
CAL
669
Capital Advisors Ltd
Ohio
$75K – – –
CHC
670
City Holding Co
West Virginia
$73K – – –
LIA
671
LS Investment Advisors
Michigan
$67K – – –
FRA
672
Front Row Advisors
California
$67K +$2.3K +16 +3%
RWA
673
River Wealth Advisors
Pennsylvania
$66K -$13.6K -95 -17%
LF
674
Lee Financial
Texas
$64K -$3.02K -21 -4%
AIM
675
Advantage Investment Management
Iowa
$64K – – –