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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2176
TFC Financial Management
Massachusetts
$195K
HB
2177
Horizon Bancorp
Indiana
$195K -$22K -62 -9%
GWP
2178
Gen-Wealth Partners
Michigan
$193K
AWA
2179
Acumen Wealth Advisors
Tennessee
$192K +$214K +604 New
RFA
2180
Reyes Financial Architecture
California
$191K
CIAS
2181
CBIZ Investment Advisory Services
Ohio
$191K -$47.8K -135 -18%
DCBT
2182
Dakota Community Bank & Trust
North Dakota
$189K
MSWM
2183
Mowery & Schoenfeld Wealth Management
Illinois
$188K
WBC
2184
West Branch Capital
Massachusetts
$187K -$56.7K -160 -21%
LWCFA
2185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K
SSG
2186
Summit Securities Group
New York
$184K -$32.6K -92 -14%
CTC
2187
Cetera Trust Company
Minnesota
$183K
BC
2188
Barrett & Company
Rhode Island
$181K
OA
2189
Operose Advisors
Wisconsin
$181K
PB
2190
Pinnacle Bancorp
Nebraska
$180K
SIS
2191
Sound Income Strategies
Florida
$175K +$5.32K +15 +3%
DE
2192
DV Equities
Illinois
$173K +$193K +544 New
QL
2193
Quarry LP
New York
$173K +$192K +542 New
WIM
2194
Westside Investment Management
California
$171K +$1.77K +5 +1%
PAM
2195
Parvin Asset Management
South Dakota
$169K -$7.09K -20 -4%
TFIPS
2196
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$19.5K +55 +12%
PWA
2197
Provenance Wealth Advisors
Florida
$167K
PSB
2198
Piscataqua Savings Bank
New Hampshire
$162K -$2.83K -8 -2%
RFP
2199
Root Financial Partners
California
$161K -$18.1K -51 -9%
CA
2200
Crewe Advisors
Utah
$161K +$709 +2 +0.4%