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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1826
First Affirmative Financial Network
Colorado
$680K +$25.1K +128 +4%
LTAS
1827
Linden Thomas Advisory Services
North Carolina
$680K +$146K +747 +32%
RC
1828
Reik & Co
New York
$679K – – –
JWBC
1829
J.W. Burns & Co
New York
$679K +$98K +500 +19%
CA
1830
Callahan Advisors
Texas
$679K – – –
EGA
1831
E&G Advisors
Texas
$679K – – –
PBO
1832
Peoples Bank (Ohio)
Ohio
$678K -$75.3K -384 -11%
HTIM
1833
Harbour Trust & Investment Management
Indiana
$678K -$50.4K -257 -8%
CFFP
1834
Center for Financial Planning
Michigan
$677K – – –
VC
1835
Vicus Capital
Pennsylvania
$676K -$97.8K -499 -14%
CEI
1836
Clark Estates Inc
New York
$675K – – –
B
1837
Bellecapital
Switzerland
$673K +$4.9K +25 +0.8%
Kestra Investment Management
1838
Kestra Investment Management
Texas
$672K +$596K +3,041 New
MSWM
1839
McGlone Suttner Wealth Management
Wisconsin
$672K +$132K +674 +28%
HAC
1840
Harbor Advisory Corp
New Hampshire
$671K – – –
FNBSF
1841
First National Bank Sioux Falls
South Dakota
$669K – – –
CHA
1842
Cooper/Haims Advisors
New York
$668K -$19.6K -100 -3%
PSB
1843
Piscataqua Savings Bank
New Hampshire
$666K -$9.8K -50 -2%
AWM
1844
Angeles Wealth Management
California
$666K +$44.3K +226 +8%
KLWA
1845
Kelly Lawrence W & Associates
California
$665K +$157K +800 +36%
WFA
1846
WMG Financial Advisors
Tennessee
$663K +$11K +56 +2%
AWA
1847
Amplius Wealth Advisors
Pennsylvania
$662K +$196 +1 +0%
LPT
1848
Legacy Private Trust
Wisconsin
$662K -$196 -1 -0%
LW
1849
Libra Wealth
California
$661K – – –
MTC
1850
McDaniel Terry & Co
Texas
$661K +$980 +5 +0.2%