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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1626
Private Ocean
California
$53.4K -$2.88K -11 -6%
FUBT
1627
First United Bank & Trust
Maryland
$53.4K – – –
AF
1628
Advisornet Financial
Minnesota
$53.1K -$1.83K -7 -4%
SNB
1629
Security National Bank
Nebraska
$52.5K – – –
WPA
1630
West Paces Advisors
Georgia
$52.5K – – –
RDIA
1631
RE Dickinson Investment Advisors
Iowa
$50.4K +$3.92K +15 +10%
OP
1632
ORG Partners
Indiana
$50.2K +$43.9K +168 New
S
1633
Sachetta
Massachusetts
$49.3K +$9.68K +37 +29%
HB
1634
Horizon Bancorp
Indiana
$49K -$9.42K -36 -18%
SIC
1635
SJS Investment Consulting
Ohio
$48.9K – – –
GJIA
1636
Glass Jacobson Investment Advisors
Maryland
$47.1K – – –
SWA
1637
SOA Wealth Advisors
New York
$46.4K -$4.71K -18 -10%
AAP
1638
Arax Advisory Partners
Colorado
$45.3K +$36.9K +141 +1,410%
AWM
1639
Abound Wealth Management
Tennessee
$44.7K +$24.9K +95 +176%
SIS
1640
Sound Income Strategies
Florida
$44.2K – – –
O
1641
Ossiam
France
$43.5K -$643K -2,459 -94%
DF
1642
DecisionPoint Financial
Arizona
$43.2K -$3.4K -13 -8%
CB
1643
CNB Bank
Pennsylvania
$43.2K – – –
CBT
1644
Central Bank & Trust
Kentucky
$42.6K – – –
BFPW
1645
BOK Financial Private Wealth
Colorado
$41.1K – – –
CMP
1646
Coston McIsaac & Partners
Maine
$41K – – –
NMM
1647
Naples Money Management
Florida
$40K – – –
CB
1648
Community Bank
New York
$39K -$52.3K -200 -61%
QC
1649
Quent Capital
New York
$36.8K -$523 -2 -2%
CP
1650
Castleview Partners
Texas
$36K – – –