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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1051
New England Research & Management
Illinois
$210K +$195K +750 New
DWM
1052
Dakota Wealth Management
Florida
$210K +$195K +751 New
DAM
1053
Delta Asset Management
Tennessee
$209K -$34.8K -134 -15%
MFG
1054
Menard Financial Group
Texas
$209K +$194K +746 New
RWB
1055
RMR Wealth Builders
New Jersey
$208K +$20.8K +80 +12%
MBT
1056
Montecito Bank & Trust
California
$208K +$193K +745 New
RCM
1057
Radnor Capital Management
Pennsylvania
$207K +$191K +738 New
UFA
1058
US Financial Advisors
Massachusetts
$204K +$189K +727 New
FWM
1059
Fairhaven Wealth Management
Illinois
$204K +$189K +728 New
TTWM
1060
TCV Trust & Wealth Management
Virginia
$204K +$189K +730 New
MFW
1061
Meristem Family Wealth
Minnesota
$203K -$147K -566 -44%
BB
1062
Berkshire Bank
Massachusetts
$203K -$84.3K -325 -31%
NPT
1063
Nixon Peabody Trust
Massachusetts
$200K -$72.6K -280 -28%
IF
1064
Ironwood Financial
Arizona
$196K
ADL
1065
Asset Dedication LLC
California
$194K -$58.4K -225 -25%
PK
1066
Pflug Koory
Nebraska
$181K +$10.4K +40 +7%
IA
1067
IFP Advisors
Florida
$181K +$62.5K +241 +59%
SSWG
1068
Seven Springs Wealth Group
Tennessee
$179K
BCM
1069
Blume Capital Management
California
$179K +$166K +638 New
VFA
1070
Valeo Financial Advisors
Indiana
$173K +$77.6K +299 +94%
AF
1071
Allworth Financial
California
$171K -$15.3K -59 -9%
VCM
1072
Versant Capital Management
Arizona
$168K -$4.15K -16 -3%
BWP
1073
Baldwin Wealth Partners
Massachusetts
$168K
SBSB
1074
Sullivan, Bruyette, Speros & Blaney
Virginia
$165K
ACA
1075
Atlas Capital Advisors
Wyoming
$162K -$86.1K -332 -36%