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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1526
Cascade Investment Advisors
Oregon
$654K -$55.2K -155 -8%
BOJHT
1527
Bank of Jackson Hole Trust
Wyoming
$653K +$174K +488 +36%
TAM
1528
Titleist Asset Management
Texas
$653K +$42K +118 +7%
SFP
1529
Shepherd Financial Partners
Massachusetts
$652K +$356 +1 +0.1%
IAS
1530
Integrity Advisory Solutions
Texas
$652K +$31.7K +89 +5%
RIA
1531
Regal Investment Advisors
Michigan
$650K +$11.7K +33 +2%
RWM
1532
Rialto Wealth Management
New York
$649K -$73.7K -207 -10%
SMBT
1533
Southern Michigan Bank & Trust
Michigan
$648K +$645K +1,812 New
FWI
1534
Facet Wealth Inc
Maryland
$648K +$283K +794 +78%
EW
1535
Evexia Wealth
Wisconsin
$647K +$10.3K +29 +2%
CRI
1536
Colonial River Investments
Virginia
$646K -$31.3K -88 -5%
CFMC
1537
Curbstone Financial Management Corp
New Hampshire
$644K -$17.8K -50 -3%
TWM
1538
Trueblood Wealth Management
Ohio
$643K +$4.98K +14 +0.8%
EHC
1539
Everett Harris & Co
California
$643K -$99.3K -279 -13%
QC
1540
Quent Capital
New York
$643K +$6.41K +18 +1%
TSW
1541
Three Seasons Wealth
Utah
$642K +$13.2K +37 +2%
PCA
1542
Prosperity Capital Advisors
Ohio
$641K -$57.7K -162 -8%
GFG
1543
Goldstone Financial Group
Illinois
$641K -$142K -400 -18%
PWP
1544
Phillips Wealth Planners
Mississippi
$640K -$14.2K -40 -3%
PAS
1545
PKS Advisory Services
New York
$639K +$16.4K +46 +3%
ACGA
1546
Atlanta Consulting Group Advisors
Georgia
$639K -$130K -366 -17%
LBC
1547
Leigh Baldwin & Co
New York
$639K
TC
1548
TFR Capital
Texas
$637K +$154K +434 +32%
SDWMA
1549
Schneider Downs Wealth Management Advisors
Pennsylvania
$637K -$12.5K -35 -2%
WIC
1550
Woodmont Investment Counsel
Tennessee
$636K +$32.7K +92 +5%