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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
1851
Retirement Planning Company of New England
Rhode Island
$1.12M -$13.2K -44 -1%
PMFA
1852
Plante Moran Financial Advisors
Michigan
$1.12M +$244K +814 +27%
BOJHT
1853
Bank of Jackson Hole Trust
Wyoming
$1.12M +$263K +879 +30%
SWM
1854
SHP Wealth Management
Massachusetts
$1.12M +$1.13M +3,782 New
HCM
1855
Hutchinson Capital Management
California
$1.12M +$140K +466 +14%
VIPI
1856
Vista Investment Partners II
Indiana
$1.12M +$94.3K +315 +9%
KFS
1857
Keynote Financial Services
Connecticut
$1.12M -$3K -10 -0.3%
GM
1858
GeoWealth Management
Illinois
$1.12M -$16.8K -56 -1%
Heritage Wealth Advisors
1859
Heritage Wealth Advisors
Virginia
$1.12M +$12.3K +41 +1%
FBT
1860
First Bankers Trust
Kentucky
$1.12M +$332K +1,110 +42%
KPWG
1861
KFA Private Wealth Group
Virginia
$1.12M +$9.58K +32 +0.9%
CA
1862
Cornerstone Advisory
Maryland
$1.11M -$19.2K -64 -2%
PWM
1863
Palacios Wealth Management
Florida
$1.11M -$228K -761 -17%
DF Dent & Co
1864
DF Dent & Co
Maryland
$1.11M -$65.9K -220 -6%
RIA
1865
Retirement Investment Advisors
Oklahoma
$1.11M – – –
TIA
1866
Traphagen Investment Advisors
New Jersey
$1.11M -$50.9K -170 -4%
WCAMG
1867
Woodard & Company Asset Management Group
North Carolina
$1.11M – – –
NAG
1868
Northstar Advisory Group
New Jersey
$1.11M +$8.39K +28 +0.8%
VC
1869
Veracity Capital
Georgia
$1.11M +$23.1K +77 +2%
DAC
1870
Dutch Asset Corp
New York
$1.11M +$1.12M +3,737 New
FPCP
1871
Fort Point Capital Partners
California
$1.11M +$332K +1,108 +43%
TGIA
1872
Torrey Growth & Income Advisors
California
$1.1M -$59.9K -200 -5%
NB
1873
Nicolet Bankshares
Wisconsin
$1.1M -$1.8K -6 -0.2%
SAM
1874
Sompo Asset Management
Japan
$1.1M -$168K -560 -13%
GSB
1875
Greenfield Savings Bank
Massachusetts
$1.1M +$46.7K +156 +4%