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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1401
TFB Advisors
Kansas
$450K +$15.3K +34 +4%
NP
1402
Nilsine Partners
Colorado
$449K -$215K -478 -33%
MP
1403
Moment Partners
California
$447K -$5.85K -13 -1%
BCG
1404
Breakwater Capital Group
New Jersey
$446K +$169K +376 +65%
AI
1405
AdvisorShares Investments
Maryland
$444K +$428K +950 New
FCB
1406
First County Bank
Connecticut
$442K +$428K +950 New
NB
1407
Nicolet Bankshares
Wisconsin
$442K
OWA
1408
One Wealth Advisors
California
$440K +$71.6K +159 +20%
W
1409
Wealthquest
Ohio
$436K +$7.2K +16 +2%
BFM
1410
Boothbay Fund Management
New York
$434K -$522K -1,159 -55%
THCM
1411
Taylor Hoffman Capital Management
Virginia
$434K
RCG
1412
Regatta Capital Group
California
$434K
TNA
1413
True North Advisors
Texas
$429K +$415K +921 New
HWMO
1414
Heritage Wealth Management (Ohio)
Ohio
$427K
TTWM
1415
TCV Trust & Wealth Management
Virginia
$425K
TIA
1416
Tiemann Investment Advisors
California
$425K
HBT
1417
Heartland Bank & Trust
Illinois
$425K +$50K +111 +14%
HPM
1418
Hoxton Planning & Management
West Virginia
$423K -$2.7K -6 -0.7%
SIM
1419
Stratos Investment Management
Ohio
$423K -$143K -317 -26%
MWPCG
1420
Measured Wealth Private Client Group
New Hampshire
$423K -$9K -20 -2%
CT
1421
Colonial Trust
South Carolina
$422K +$173K +384 +73%
HCP
1422
Hamilton Capital Partners
Georgia
$421K -$4.4M -9,769 -92%
PWG
1423
Portside Wealth Group
Utah
$420K +$57.6K +128 +17%
LTI
1424
Laffer Tengler Investments
Tennessee
$419K -$33.8K -75 -8%
PCH
1425
PGIM Custom Harvest
New Jersey
$417K -$24.8K -55 -6%