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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
1426
State of Wyoming
Wyoming
$210K +$124K +477 +150%
MCCP
1427
Mission Creek Capital Partners
California
$210K +$206K +793 New
GWM
1428
Gray Wealth Management
Maine
$210K +$206K +792 New
PWPS
1429
Pinnacle Wealth Planning Services
Ohio
$209K +$205K +788 New
D
1430
Dentgroup
Louisiana
$209K +$205K +787 New
USCWA
1431
U.S. Capital Wealth Advisors
Texas
$208K -$30.7K -118 -13%
ACI
1432
Alpha Cubed Investments
California
$208K +$205K +787 New
BHBT
1433
Burke & Herbert Bank & Trust
Virginia
$207K -$44.2K -170 -18%
SPA
1434
Sentinel Pension Advisors
Massachusetts
$207K +$203K +782 New
HC
1435
Hamilton Capital
Ohio
$207K +$203K +781 New
AF
1436
Arrow Financial
New York
$207K -$7.8K -30 -4%
NAS
1437
Nicolet Advisory Services
Wisconsin
$207K -$9.1K -35 -4%
LSIA
1438
LaSalle St. Investment Advisors
Illinois
$205K +$202K +777 New
CLOS
1439
Compagnie Lombard Odier SCmA
Switzerland
$204K – – –
LA
1440
LexAurum Advisors
Kansas
$204K +$200K +769 New
BCG
1441
Breakwater Capital Group
New Jersey
$204K +$218K +837 New
9WM
1442
9258 Wealth Management
Ohio
$204K +$200K +768 New
BA
1443
Bluesphere Advisors
Pennsylvania
$203K -$29.6K -114 -13%
AFP
1444
Alpha Financial Partners
Kentucky
$203K +$199K +767 New
VSQM
1445
V-Square Quantitative Management
Illinois
$202K +$199K +764 New
FCB
1446
First County Bank
Connecticut
$202K -$68.9K -265 -26%
BB
1447
Bell Bank
North Dakota
$202K +$198K +762 New
EWM
1448
EPG Wealth Management
Georgia
$202K +$198K +761 New
FFL
1449
Financial Freedom LLC
Ohio
$201K -$9.1K -35 -4%
MWM
1450
Merriman Wealth Management
Washington
$200K -$152K -583 -44%