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Name Holding Trade Value Shares
Change
Change in
Stake
AP
2051
Adero Partners
California
$482K +$23.2K +428 +5%
HGWM
2052
Horst & Graben Wealth Management
Oregon
$481K +$11.4K +211 +2%
BDWM
2053
Brewin Dolphin Wealth Management
Ireland
$480K +$14.6K +270 +3%
FBT
2054
First Bank & Trust
South Dakota
$480K -$16.3K -300 -3%
NIM
2055
Nexus Investment Management
Ontario, Canada
$480K
MWM
2056
Marietta Wealth Management
Georgia
$478K -$16.3K -301 -3%
MWM
2057
Mascoma Wealth Management
New Hampshire
$478K -$4.45K -82 -0.9%
MFP
2058
Meridian Financial Partners
Virginia
$478K +$9.22K +170 +2%
SOW
2059
State of Wyoming
Wyoming
$477K +$224K +4,135 +86%
LWANC
2060
Laurel Wealth Advisors (North Carolina)
North Carolina
$476K +$651 +12 +0.1%
CAGAS
2061
Capital Advisory Group Advisory Services
Minnesota
$474K +$28.4K +523 +6%
FMTC
2062
Farmers & Merchants Trust Company
California
$473K
ME
2063
McIlrath & Eck
Washington
$472K +$15K +277 +3%
TF
2064
Trek Financial
Arizona
$470K -$42K -774 -8%
PP
2065
PDS Planning
Ohio
$470K -$25.9K -477 -5%
AA
2066
Advisory Alpha
Michigan
$470K +$171K +3,147 +55%
HA
2067
Herold Advisors
New York
$469K +$477K +8,804 New
VWA
2068
VERITY Wealth Advisors
United States
$466K
MSR
2069
Main Street Research
Connecticut
$464K -$8.13K -150 -2%
JGIA
2070
Jackson Grant Investment Advisers
Connecticut
$464K -$325 -6 -0.1%
EL
2071
Essex LLC
Illinois
$464K +$472K +8,706 New
FHC
2072
First Heartland Consultants
Missouri
$463K -$69.9K -1,289 -13%
GAM
2073
Garrison Asset Management
Arkansas
$463K +$271 +5 +0.1%
QCM
2074
Quantinno Capital Management
New York
$463K +$18.3K +337 +4%
HIM
2075
Hotaling Investment Management
Pennsylvania
$461K