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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Clark Wealth Partners
Illinois
$766 – – –
LI
927
LRI Investments
Florida
$766 – – –
QWM
928
Quaker Wealth Management
New Jersey
$766 – – –
SNB
929
Security National Bank
Nebraska
$766 – – –
WA
930
Westfuller Advisors
New York
$766 – – –
AT
931
Arlington Trust
Alabama
$766 +$896 +5 New
Salem Investment Counselors
932
Salem Investment Counselors
North Carolina
$766 +$896 +5 New
VWM
933
Vermillion Wealth Management
Minnesota
$766 +$896 +5 New
MWA
934
Merkkuri Wealth Advisors
New York
$749 +$896 +5 New
PWA
935
Principia Wealth Advisory
Texas
$612 -$359 -2 -33%
HNB
936
Hilltop National Bank
Wyoming
$612 – – –
SEP
937
Signature Equity Partners
Ohio
$612 – – –
DPW
938
DiNuzzo Private Wealth
Pennsylvania
$460 – – –
OA
939
Operose Advisors
Wisconsin
$459 -$177K -990 -100%
HFS
940
Hughes Financial Services
Virginia
$459 -$896 -5 -63%
AIS
941
Advocate Investing Services
Maryland
$459 – – –
FMP
942
Financial Management Professionals
Texas
$459 – – –
Bartlett & Co Wealth Management
943
Bartlett & Co Wealth Management
Ohio
$387 +$179 +1 +50%
Central Trust Company
944
Central Trust Company
Missouri
$307 -$6.27K -35 -95%
CJ
945
Caitlin John
Michigan
$306 -$359 -2 -50%
CVM
946
Cheviot Value Management
California
$306 – – –
HIA
947
HFM Investment Advisors
New Jersey
$306 – – –
WA
948
Whipplewood Advisors
Colorado
$306 – – –
IWS
949
Intentional Wealth Strategies
Colorado
$306 +$359 +2 New
T
950
Tidemark
California
$306 +$359 +2 New