Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1751
JGP Wealth Management
Oregon
$220K -$3K -7 -1%
FB
1752
Finward Bancorp
Indiana
$220K – – –
MSWM
1753
Mowery & Schoenfeld Wealth Management
Illinois
$220K +$9K +21 +4%
MW
1754
MBL Wealth
North Carolina
$220K +$33.8K +79 +18%
SFG
1755
Sunburst Financial Group
Alabama
$219K +$10.7K +25 +5%
FMP
1756
Financial Management Professionals
Texas
$219K -$3K -7 -1%
BCMLT
1757
Beacon Capital Management LLC (Tennessee)
Tennessee
$219K +$2.57K +6 +1%
AWM
1758
Austin Wealth Management
Texas
$219K -$11.1K -26 -5%
KBFS
1759
Kohmann Bosshard Financial Services
Ohio
$218K -$42.8K -100 -16%
SB
1760
Strategic Blueprint
Georgia
$218K -$1.09M -2,553 -83%
SFP
1761
Shepherd Financial Partners
Massachusetts
$218K -$428 -1 -0.2%
OFG
1762
Omega Financial Group
California
$218K +$2.14K +5 +1%
BW
1763
Blalock Williams
Alabama
$217K +$9.42K +22 +5%
CWA
1764
Crusonia Wealth Advisors
Colorado
$217K +$218K +510 New
KA
1765
KLCM Advisors
Wisconsin
$217K +$218K +510 New
OPCM
1766
Osborne Partners Capital Management
California
$217K -$15.4K -36 -7%
SP
1767
Stonebrook Private
Michigan
$217K -$28.7K -67 -12%
DA
1768
Dillon & Associates
Michigan
$216K +$4.71K +11 +2%
ZIM
1769
Zacks Investment Management
Illinois
$216K +$2.14K +5 +1%
KJHP
1770
K.J. Harrison & Partners
Ontario, Canada
$215K +$216K +505 New
ML
1771
Mayport LLC
Massachusetts
$215K +$9.85K +23 +5%
PNFS
1772
PW Nova Financial Services
Pennsylvania
$214K +$214K +499 New
KFAS
1773
Keating Financial Advisory Services
Kansas
$213K +$215K +501 New
WP
1774
Westmount Partners
California
$213K +$214K +500 New
MF
1775
Montis Financial
Massachusetts
$213K – – –