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Name Holding Trade Value Shares
Change
Change in
Stake
WW
1101
Waterfront Wealth
Kansas
$1.28M +$253K +7,252 +24%
SN
1102
Sittner & Nelson
Oregon
$1.28M -$33.8K -969 -3%
IAS
1103
Insigneo Advisory Services
Florida
$1.28M +$126K +3,608 +11%
WPC
1104
White Pine Capital
Minnesota
$1.28M +$45.4K +1,302 +4%
AIM
1105
Aspen Investment Management
Michigan
$1.27M +$259K +7,445 +26%
SFCL
1106
Strengthening Families & Communities LLC
Massachusetts
$1.27M +$89.5K +2,570 +8%
TA
1107
Tectonic Advisors
Texas
$1.26M +$155K +4,443 +14%
ZB
1108
Zions Bancorporation
Utah
$1.26M +$51.3K +1,473 +4%
QI
1109
Qtron Investments
Massachusetts
$1.26M +$330K +9,487 +37%
MAM
1110
Mystic Asset Management
Rhode Island
$1.26M +$18.7K +536 +2%
HFM
1111
Hartford Financial Management
Connecticut
$1.25M -$66.6K -1,913 -5%
WEG
1112
World Equity Group
Illinois
$1.25M +$514K +14,750 +72%
SFG
1113
Summit Financial Group
West Virginia
$1.25M
WA
1114
Wealth Architects
California
$1.25M +$17.4K +499 +1%
GVAG
1115
Great Valley Advisor Group
Delaware
$1.24M -$230K -6,617 -16%
LWP
1116
LMG Wealth Partners
Louisiana
$1.24M +$91.9K +2,639 +8%
NIM
1117
Northeast Investment Management
Massachusetts
$1.23M -$10.4K -300 -0.9%
CCM
1118
Chickasaw Capital Management
Tennessee
$1.23M
WFS
1119
Walker Financial Services
Kentucky
$1.23M +$67.4K +1,935 +6%
SC
1120
Schulhoff & Co
Ohio
$1.23M -$46.1K -1,323 -4%
JGCM
1121
Joseph Group Capital Management
Ohio
$1.23M -$125K -3,576 -9%
LNB
1122
Ledyard National Bank
$1.23M -$141K -4,037 -10%
NCM
1123
NCM Capital Management
New Jersey
$1.22M -$20.8K -598 -2%
BFM
1124
Boston Financial Management
Massachusetts
$1.22M -$295K -8,471 -20%
CG
1125
Carmignac Gestion
France
$1.22M +$8.74K +251 +0.7%