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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1826
CFS Investment Advisory Services
New Jersey
$212K +$2.91K +9 +1%
KMWM
1827
Keudell/Morrison Wealth Management
Oregon
$212K -$32.3K -100 -13%
AG
1828
Advocate Group
Minnesota
$211K
AWC
1829
Abundance Wealth Counselors
Pennsylvania
$211K +$217K +672 New
PCA
1830
Peddock Capital Advisors
Massachusetts
$211K
LS
1831
Leelyn Smith
Illinois
$211K +$969 +3 +0.4%
GI
1832
Gradient Investments
Minnesota
$210K -$6.46K -20 -3%
QFA
1833
Quantum Financial Advisors
California
$209K
HB
1834
HTLF Bank
Colorado
$209K -$6.78K -21 -3%
FCFC
1835
First Citizens Financial Corp
Iowa
$209K
CFO
1836
Callan Family Office
Pennsylvania
$209K +$215K +665 New
SFS
1837
Sharp Financial Services
Pennsylvania
$209K +$215K +665 New
GAB
1838
German American Bancorp
Indiana
$209K +$215K +665 New
GWM
1839
Grand Wealth Management
Michigan
$207K
VNA
1840
Valley National Advisers
Pennsylvania
$206K -$7.43K -23 -3%
FCG
1841
Fielder Capital Group
Tennessee
$205K +$323 +1 +0.2%
NPT
1842
National Philanthropic Trust
Pennsylvania
$205K -$22.3K -69 -10%
BSHC
1843
Breed's Hill Capital
Massachusetts
$205K -$13.6K -42 -6%
TFG
1844
Taylor Financial Group
Virginia
$204K -$5.17K -16 -2%
IFA
1845
Index Fund Advisors
California
$204K
PWA
1846
Peterson Wealth Advisors
Utah
$204K
TDC
1847
Thompson Davis & Co
Virginia
$204K +$210K +650 New
FL
1848
Fort LP
Maryland
$202K +$208K +644 New
BIA
1849
Beacon Investment Advisors
Maryland
$202K +$646 +2 +0.3%
HT
1850
Heritage Trust
Oklahoma
$202K