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Name Holding Trade Value Shares
Change
Change in
Stake
UB
2051
Umpqua Bank
Oregon
$898K -$8.09K -27 -0.9%
OM
2052
OV Management
Minnesota
$898K -$419K -1,400 -32%
AP
2053
Appleton Partners
Massachusetts
$897K -$72.8K -243 -7%
I2I
2054
Insight 2811 Inc
Illinois
$897K -$6.59K -22 -0.7%
LI
2055
LVZ Inc
Michigan
$897K +$7.19K +24 +0.8%
NRC
2056
New Republic Capital
North Carolina
$895K +$450K +1,501 +99%
DOA
2057
D'Orazio & Associates
Virginia
$895K +$12.3K +41 +1%
MWM
2058
Mindset Wealth Management
Indiana
$894K +$90.7K +303 +11%
EGWAG
2059
Elwood & Goetz Wealth Advisory Group
Georgia
$893K +$267K +893 +42%
WJA
2060
Willis Johnson & Associates
Texas
$892K +$67.7K +226 +8%
KLWA
2061
Kelly Lawrence W & Associates
California
$891K – – –
TBFA
2062
Three Bearings Fiduciary Advisors
New Hampshire
$890K +$869K +2,902 New
HTIM
2063
Harbour Trust & Investment Management
Indiana
$888K -$2.4K -8 -0.3%
PPW
2064
Pasadena Private Wealth
California
$887K – – –
SPL
2065
Smart Portfolios LLC
Washington
$884K -$18K -60 -2%
FWA
2066
FORM Wealth Advisors
Wisconsin
$883K +$893K +2,982 New
MFS
2067
Mattson Financial Services
Michigan
$883K -$11.4K -38 -1%
CAWM
2068
Capital Advisors Wealth Management
Washington
$882K +$6.29K +21 +0.7%
EGA
2069
E&G Advisors
Texas
$882K – – –
PP
2070
Pearl Planning
Michigan
$882K +$892K +2,977 New
CFA
2071
Cahill Financial Advisors
Minnesota
$877K -$109K -364 -11%
Fiera Capital (Canada)
2072
Fiera Capital (Canada)
Quebec, Canada
$877K +$300K +1,002 +51%
FFO
2073
Fiduciary Family Office
Florida
$875K -$167K -559 -16%
OC
2074
Oakworth Capital
Alabama
$874K +$85.1K +284 +11%
BDFN
2075
Bond & Devick Financial Network
Minnesota
$869K +$20.1K +67 +2%