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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2176
Basecamp Wealth Advisors
Washington
$199K +$221K +625 New
HBW
2177
Hazlett, Burt & Watson
West Virginia
$199K +$17K +48 +8%
Munich Reinsurance
2178
Munich Reinsurance
$197K – – –
TFM
2179
TFC Financial Management
Massachusetts
$195K – – –
HB
2180
Horizon Bancorp
Indiana
$195K -$22K -62 -9%
GWP
2181
Gen-Wealth Partners
Michigan
$193K – – –
AWA
2182
Acumen Wealth Advisors
Tennessee
$192K +$214K +604 New
RFA
2183
Reyes Financial Architecture
California
$191K – – –
CIAS
2184
CBIZ Investment Advisory Services
Ohio
$191K -$47.8K -135 -18%
DCBT
2185
Dakota Community Bank & Trust
North Dakota
$189K – – –
MSWM
2186
Mowery & Schoenfeld Wealth Management
Illinois
$188K – – –
WBC
2187
West Branch Capital
Massachusetts
$187K -$56.7K -160 -21%
Loring Wolcott & Coolidge Fiduciary Advisors
2188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K – – –
SSG
2189
Summit Securities Group
New York
$184K -$32.6K -92 -14%
CTC
2190
Cetera Trust Company
Minnesota
$183K – – –
BC
2191
Barrett & Company
Rhode Island
$181K – – –
OA
2192
Operose Advisors
Wisconsin
$181K – – –
PB
2193
Pinnacle Bancorp
Nebraska
$180K – – –
SIS
2194
Sound Income Strategies
Florida
$175K +$5.32K +15 +3%
DE
2195
DV Equities
Illinois
$173K +$193K +544 New
QL
2196
Quarry LP
New York
$173K +$192K +542 New
WIM
2197
Westside Investment Management
California
$171K +$1.77K +5 +1%
PAM
2198
Parvin Asset Management
South Dakota
$169K -$7.09K -20 -4%
TFIPS
2199
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$19.5K +55 +12%
PWA
2200
Provenance Wealth Advisors
Florida
$167K – – –