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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1826
Castleview Partners
Texas
$212K -$3.23K -10 -1%
CIAS
1827
CFS Investment Advisory Services
New Jersey
$212K +$2.91K +9 +1%
KMWM
1828
Keudell/Morrison Wealth Management
Oregon
$212K -$32.3K -100 -13%
AG
1829
Advocate Group
Minnesota
$211K – – –
AWC
1830
Abundance Wealth Counselors
Pennsylvania
$211K +$217K +672 New
PCA
1831
Peddock Capital Advisors
Massachusetts
$211K – – –
LS
1832
Leelyn Smith
Illinois
$211K +$969 +3 +0.4%
GI
1833
Gradient Investments
Minnesota
$210K -$6.46K -20 -3%
QFA
1834
Quantum Financial Advisors
California
$209K – – –
HB
1835
HTLF Bank
Colorado
$209K -$6.78K -21 -3%
FCFC
1836
First Citizens Financial Corp
Iowa
$209K – – –
CFO
1837
Callan Family Office
Pennsylvania
$209K +$215K +665 New
SFS
1838
Sharp Financial Services
Pennsylvania
$209K +$215K +665 New
GAB
1839
German American Bancorp
Indiana
$209K +$215K +665 New
GWM
1840
Grand Wealth Management
Michigan
$207K – – –
VNA
1841
Valley National Advisers
Pennsylvania
$206K -$7.43K -23 -3%
FCG
1842
Fielder Capital Group
Tennessee
$205K +$323 +1 +0.2%
NPT
1843
National Philanthropic Trust
Pennsylvania
$205K -$22.3K -69 -10%
BSHC
1844
Breed's Hill Capital
Massachusetts
$205K -$13.6K -42 -6%
TFG
1845
Taylor Financial Group
Virginia
$204K -$5.17K -16 -2%
IFA
1846
Index Fund Advisors
California
$204K – – –
PWA
1847
Peterson Wealth Advisors
Utah
$204K – – –
TDC
1848
Thompson Davis & Co
Virginia
$204K +$210K +650 New
FL
1849
Fort LP
Maryland
$202K +$208K +644 New
BIA
1850
Beacon Investment Advisors
Maryland
$202K +$646 +2 +0.3%