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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
851
Sippican Capital Advisors
Massachusetts
$462K
WWP
852
WR Wealth Planners
Missouri
$462K
SWM
853
Silverlake Wealth Management
Vermont
$460K -$1.05K -4 -0.2%
WP
854
WMS Partners
Maryland
$458K -$2.1K -8 -0.4%
IP
855
Ignite Planners
California
$458K -$21.5K -82 -4%
NIC
856
Northwest Investment Counselors
Oregon
$457K
FIM
857
Freedom Investment Management
Connecticut
$456K +$200K +761 +71%
MCM
858
Monument Capital Management
Virginia
$455K +$1.05K +4 +0.2%
AFC
859
AFT Forsyth & Company
Florida
$452K
MCWS
860
McKinley Carter Wealth Services
West Virginia
$449K
SWMG
861
Sanchez Wealth Management Group
Florida
$449K
TIA
862
Traphagen Investment Advisors
New Jersey
$448K +$1.05K +4 +0.2%
MPW
863
Monterey Private Wealth
California
$447K -$787 -3 -0.2%
ESBC
864
E.S. Barr & Co
Kentucky
$446K
WCF
865
West Coast Financial
California
$444K -$51.9K -198 -10%
OIA
866
OneDigital Investment Advisors
Kansas
$443K -$6.56K -25 -1%
CI
867
Cigna Investments
Connecticut
$442K
WA1
868
Wimmer Associates 1
California
$442K
ESB
869
Essex Savings Bank
Connecticut
$441K
PWM
870
Perigon Wealth Management
California
$439K +$58.5K +223 +15%
AIP
871
Ameritas Investment Partners
Nebraska
$436K -$21K -80 -4%
TWI
872
Thomas White International
Illinois
$435K
SC
873
Sepio Capital
Utah
$433K -$8.92K -34 -2%
CHAM
874
Clear Harbor Asset Management
Connecticut
$432K
ACM
875
Altrius Capital Management
North Carolina
$431K +$453K +1,726 New