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Name Holding Trade Value Shares
Change
Change in
Stake
GP
901
Girard Partners
Pennsylvania
$456K +$13.3K +95 +3%
LSPW
902
Lake Street Private Wealth
Illinois
$456K +$143K +1,023 +43%
ESB
903
Essex Savings Bank
Connecticut
$455K -$15.8K -113 -3%
IIC
904
Ironwood Investment Counsel
Arizona
$454K +$15.5K +111 +3%
CA
905
Continuum Advisory
Idaho
$453K +$21.8K +156 +5%
RIA
906
Richwood Investment Advisors
Ohio
$452K -$3.64K -26 -0.8%
GJIC
907
Gamble Jones Investment Counsel
California
$451K
SFS
908
Summit Financial Strategies
Ohio
$451K +$203K +1,450 +75%
VA
909
Valmark Advisers
Ohio
$450K -$1.96K -14 -0.4%
PIM
910
Penobscot Investment Management
Massachusetts
$450K
EIG
911
Ellenbecker Investment Group
Wisconsin
$450K +$473K +3,378 New
Voloridge Investment Management
912
Voloridge Investment Management
Florida
$448K -$37.8M -270,207 -99%
OPS
913
Orion Portfolio Solutions
Nebraska
$448K +$34.8K +249 +8%
BCA
914
Bay Colony Advisors
Massachusetts
$446K +$55K +393 +13%
LWM
915
Laidlaw Wealth Management
New York
$445K -$25.2K -180 -5%
ITIM
916
Indiana Trust & Investment Management
Indiana
$443K
GIA
917
Guyasuta Investment Advisors
Pennsylvania
$439K
CT
918
Coastline Trust
Rhode Island
$438K
FW
919
FirstPurpose Wealth
Utah
$437K -$140 -1 -0%
QCG
920
Quadrant Capital Group
Ohio
$435K +$102K +729 +29%
NCM
921
NCM Capital Management
New Jersey
$429K
LA
922
LVW Advisors
New York
$427K -$26.2K -187 -6%
CIC
923
Chilton Investment Company
Connecticut
$427K +$47.6K +340 +12%
ZIM
924
Zacks Investment Management
Illinois
$425K +$446K +3,189 New
TW
925
Transform Wealth
Colorado
$424K -$103K -738 -19%