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Name Holding Trade Value Shares
Change
Change in
Stake
EC
1901
EdgeRock Capital
Colorado
$119K +$122K +378 New
GLR
1902
Great Lakes Retirement
Ohio
$116K +$119K +369 New
USB
1903
Union Savings Bank
Connecticut
$115K – – –
DMBA
1904
Deseret Mutual Benefit Administrators
Utah
$114K -$16.1K -50 -12%
BL
1905
BFSG LLC
California
$109K – – –
WWM
1906
Wolff Wiese Magana
California
$109K +$3.23K +10 +3%
SCA
1907
Stuart Chaussee & Associates
California
$108K – – –
BBPWM
1908
Blue Bell Private Wealth Management
Pennsylvania
$107K -$30.3K -94 -22%
CWP
1909
Concord Wealth Partners
Virginia
$106K -$32.3K -100 -23%
KA
1910
Kozak & Associates
Colorado
$105K – – –
HBW
1911
Hazlett, Burt & Watson
West Virginia
$105K +$30.7K +95 +40%
WWP
1912
WR Wealth Planners
Missouri
$103K -$85.6K -265 -45%
PWMA
1913
Pension & Wealth Management Advisors
Massachusetts
$102K – – –
CB
1914
Centennial Bank
Arkansas
$100K -$31.3K -97 -23%
HGA
1915
Hobbs Group Advisors
South Carolina
$98.5K +$101K +314 New
CT
1916
Clearstead Trust
Maine
$96.9K +$38.7K +120 +63%
VWM
1917
Valley Wealth Managers
New Jersey
$95.3K -$5.17K -16 -5%
SAG
1918
Spotlight Asset Group
Illinois
$94.1K – – –
RBC
1919
Roble Belko & Company
Pennsylvania
$94K – – –
MCM
1920
MV Capital Management
Maryland
$93.1K +$1.29K +4 +1%
MME
1921
Meag Munich Ergo
Germany
$92.5K – – –
VCM
1922
Versant Capital Management
Arizona
$92.5K +$70.1K +217 +278%
BCMLT
1923
Beacon Capital Management LLC (Tennessee)
Tennessee
$89.7K +$23.2K +72 +34%
TIM
1924
Tortoise Investment Management
New York
$89K – – –
BHWM
1925
Beaird Harris Wealth Management
Texas
$88.8K +$2.58K +8 +3%