Name Holding Trade Value Shares
Change
Change in
Stake
I
1776
IberiaBank
Louisiana
$261K +$265K +2,040 New
BWM
1777
Buckley Wealth Management
Nevada
$260K – – –
SAM
1778
Seelaus Asset Management
New Jersey
$258K +$13.5K +104 +5%
1IA
1779
1834 Investment Advisors
Wisconsin
$258K +$39.5K +304 +18%
CWM
1780
Campbell Wealth Management
Virginia
$256K +$6.89K +53 +3%
SMG
1781
Spectrum Management Group
Indiana
$255K -$136K -1,046 -34%
CBU
1782
CIBC Bank USA
Illinois
$254K -$14.7K -113 -5%
JWBC
1783
J.W. Burns & Co
New York
$254K -$13.6K -105 -5%
BFG
1784
Barber Financial Group
Kansas
$254K – – –
HSWM
1785
Hubbell Strickland Wealth Management
Louisiana
$253K – – –
BHB
1786
Bank Hapoalim BM
Israel
$251K -$261K -2,008 -51%
FNBSF
1787
First National Bank Sioux Falls
South Dakota
$251K -$119K -915 -32%
CWM
1788
Concentric Wealth Management
California
$251K -$67.3K -518 -21%
RRC
1789
Relaxing Retirement Coach
Massachusetts
$250K – – –
NCM
1790
Noesis Capital Mangement
Florida
$249K +$253K +1,943 New
ACA
1791
Ackerman Capital Advisors
Texas
$248K +$130 +1 +0.1%
SDAM
1792
Shulman DeMeo Asset Management
New York
$248K +$3.38K +26 +1%
NC
1793
NovaPoint Capital
Georgia
$248K +$252K +1,937 New
GC
1794
Gilbert & Cook
Iowa
$247K -$29.5K -227 -11%
CG
1795
Cynosure Group
Utah
$247K – – –
DOA
1796
D'Orazio & Associates
Virginia
$246K – – –
PIA
1797
Powell Investment Advisors
Florida
$246K +$250K +1,923 New
NQWM
1798
Northwest Quadrant Wealth Management
Oregon
$245K +$2.86K +22 +1%
ISWM
1799
Independent Solutions Wealth Management
New York
$244K +$248K +1,908 New
SAA
1800
Southeast Asset Advisors
Georgia
$244K – – –