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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1301
Integrated Advisors Network
Texas
$768K +$160K +1,168 +27%
CBA
1302
Coastal Bridge Advisors
Connecticut
$768K +$165K +1,206 +28%
CHAM
1303
Clear Harbor Asset Management
Connecticut
$767K
PC
1304
Port Capital
Illinois
$767K
WA
1305
WBH Advisory
Maryland
$767K +$36.8K +269 +5%
PCMM
1306
Piedmont Capital Management (Montana)
Montana
$767K +$40.6K +297 +6%
AIP
1307
Almanack Investment Partners
Pennsylvania
$764K -$78.1K -571 -9%
RMCM
1308
Reynders McVeigh Capital Management
Massachusetts
$764K -$9.16K -67 -1%
BB
1309
Berkshire Bank
Massachusetts
$764K -$3.15K -23 -0.4%
RWP
1310
RWA Wealth Partners
Massachusetts
$761K +$1.91K +14 +0.3%
PL
1311
Plancorp LLC
Missouri
$760K -$48.7K -356 -6%
CCFM
1312
Clear Creek Financial Management
Washington
$759K +$740K +5,415 New
MFP
1313
Meridian Financial Partners
Virginia
$758K +$24.5K +179 +3%
S
1314
SignatureFD
Georgia
$757K +$104K +757 +16%
CTB
1315
Country Trust Bank
Illinois
$755K +$373K +2,729 +103%
SS
1316
Simplicity Solutions
Minnesota
$754K +$124K +910 +20%
BDFN
1317
Bond & Devick Financial Network
Minnesota
$753K -$17.6K -129 -2%
BFA
1318
Beacon Financial Advisory
Ohio
$752K -$26.4K -193 -3%
VCAM
1319
Van Cleef Asset Management
Ohio
$742K -$41.4K -303 -5%
CIA
1320
Choate Investment Advisors
Massachusetts
$740K +$87.4K +639 +14%
CCB
1321
Cutter & Co Brokerage
Missouri
$736K -$35.6K -260 -5%
SWA
1322
Sax Wealth Advisors
New Jersey
$734K +$20.6K +151 +3%
DA
1323
DCF Advisers
Connecticut
$733K -$215K -1,569 -23%
GA
1324
GFS Advisors
Texas
$733K -$35.8K -262 -5%
HWA
1325
Heritage Wealth Advisors
Virginia
$733K -$15.7K -115 -2%