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Name Holding Trade Value Shares
Change
Change in
Stake
VDC
1201
Van Diest Capital
Iowa
$317K +$321K +1,207 New
ZBNA
1202
Zions Bancorporation, National Association
Utah
$317K +$21.8K +82 +7%
FHC
1203
First Horizon Corporation
Tennessee
$316K -$41K -154 -11%
NAS
1204
Nicolet Advisory Services
Wisconsin
$315K +$8.26K +31 +3%
TP
1205
Tranquility Partners
Tennessee
$314K -$134K -504 -30%
MIP
1206
Marietta Investment Partners
Wisconsin
$313K -$2.13K -8 -0.7%
FA
1207
Faithward Advisors
Pennsylvania
$312K -$14.1K -53 -4%
LL
1208
LPWM LLC
Minnesota
$312K
PL
1209
Parthenon LLC
Kentucky
$311K
SWM
1210
SHP Wealth Management
Massachusetts
$310K +$314K +1,180 New
CFP
1211
Catalyst Financial Partners
Massachusetts
$308K +$43.4K +163 +16%
KF
1212
Ketron Financial
California
$307K +$312K +1,171 New
HG
1213
Harbor Group
New Hampshire
$307K
CAMG
1214
CWA Asset Management Group
Florida
$307K -$146K -548 -32%
SCM
1215
Schnieders Capital Management
California
$306K
SSW
1216
Smith Shellnut Wilson
Mississippi
$305K
IA
1217
Insight Advisors
Pennsylvania
$305K
WWM
1218
Western Wealth Management
Colorado
$304K -$10.9K -41 -3%
MG
1219
Mather Group
Illinois
$303K +$58.9K +221 +24%
SA
1220
SPWM Advisors
Michigan
$303K +$307K +1,154 New
OWCM
1221
One Wealth Capital Management
Arizona
$303K +$47.9K +180 +18%
WMA
1222
West Michigan Advisors
Michigan
$302K +$2.13K +8 +0.7%
DWM
1223
Daner Wealth Management
Georgia
$301K +$28K +105 +12%
A
1224
Argentarii
Ohio
$300K +$305K +1,144 New
MWM
1225
Mattern Wealth Management
Kansas
$300K +$8.52K +32 +3%