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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2051
Winthrop Advisory Group
Massachusetts
$227K +$220K +606 New
GAA
2052
Global Assets Advisory
Florida
$226K
ONST
2053
Old North State Trust
North Carolina
$226K
SP
2054
Sequent Planning
Nebraska
$226K -$17.8K -49 -8%
SWG
2055
Summit Wealth Group
Vermont
$226K
CCA
2056
Cora Capital Advisors
New Jersey
$225K +$219K +602 New
KOMWMG
2057
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K +$2.91K +8 +1%
RB
2058
Renasant Bank
Mississippi
$225K -$182K -500 -45%
FFC
2059
Frederick Financial Consultants
Maryland
$225K +$8K +22 +4%
FZCM
2060
Flynn Zito Capital Management
New York
$225K
MWM
2061
Mattern Wealth Management
Kansas
$225K
PPW
2062
Pasadena Private Wealth
California
$225K
RIG
2063
Renaissance Investment Group
Massachusetts
$225K
RFA
2064
Reyes Financial Architecture
California
$225K
UPS
2065
UHLMANN PRICE SECURITIES
Illinois
$225K
Vanguard Capital Wealth Advisors
2066
Vanguard Capital Wealth Advisors
Colorado
$225K
FIB
2067
First Interstate Bank
Montana
$225K +$218K +600 New
SA
2068
SoundView Advisors
Washington
$224K
TAM
2069
Townsend Asset Management
North Carolina
$224K
WW
2070
Westshore Wealth
California
$224K
PAA
2071
Peregrine Asset Advisers
Oregon
$223K
DCBT
2072
Dakota Community Bank & Trust
North Dakota
$222K +$12.7K +35 +6%
WBC
2073
Westpac Banking Corp
Australia
$222K -$55.3K -152 -20%
SFP
2074
Sandbox Financial Partners
Maryland
$222K +$727 +2 +0.3%
CSA
2075
Cottage Street Advisors
Massachusetts
$222K +$2.91K +8 +1%