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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1626
DAGCO Inc
Ohio
$993K -$137K -1,442 -11%
IWP
1627
Icon Wealth Partners
Texas
$992K -$81.9K -865 -7%
STA
1628
Summit Trail Advisors
New York
$991K +$72.7K +767 +7%
PWS
1629
Peloton Wealth Strategists
Indiana
$989K -$140K -1,475 -12%
SAF
1630
Smith Anglin Financial
Texas
$988K -$63.4K -669 -6%
EHWM
1631
Eads & Heald Wealth Management
Georgia
$987K -$48.6K -513 -4%
CST
1632
Charles Schwab Trust
Nevada
$987K +$4.36K +46 +0.4%
OIA
1633
Optimum Investment Advisors
Illinois
$983K -$142K -1,500 -12%
GDP
1634
Great Diamond Partners
Maine
$981K +$45.8K +483 +5%
CC
1635
Constitution Capital
Connecticut
$981K -$79.6K -840 -7%
BTW
1636
Boston Trust Walden
Massachusetts
$981K -$83.4K -880 -7%
MBTD
1637
Mechanics Bank - Trust Department
California
$981K -$259K -2,732 -20%
LSA
1638
Lion Street Advisors
Texas
$980K +$295K +3,109 +116%
AFM
1639
Abbot Financial Management
Massachusetts
$979K -$45.7K -482 -4%
JMFC
1640
J.M. Forbes & Co
Massachusetts
$979K +$745K +7,863 +253%
AF
1641
Advisornet Financial
Minnesota
$979K -$76.5K -808 -7%
GCS
1642
Gordian Capital (Singapore)
Singapore
$979K -$142K -1,500 -12%
AWS
1643
AJ Wealth Strategies
New York
$972K -$220K -2,321 -18%
AT
1644
Arden Trust
Delaware
$970K -$359K -3,788 -26%
SFS
1645
Strategic Financial Services
New York
$967K -$517K -5,460 -33%
DTL
1646
Dynamic Technology Lab
Singapore
$965K +$205K +2,162 +25%
OWP
1647
Obermeyer Wealth Partners
Colorado
$965K +$48.3K +510 +5%
SSA
1648
Schonfeld Strategic Advisors
New York
$960K +$1.02M +10,751 New
WFS
1649
Widmann Financial Services
Maryland
$957K -$6.63K -70 -0.6%
RA
1650
Rockingstone Advisors
Massachusetts
$954K -$1.71K -18 -0.2%