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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
2601
Armstrong Fleming & Moore
District of Columbia
$493K +$82.8K +160 +21%
EHWM
2602
Eads & Heald Wealth Management
Georgia
$492K -$4.14K -8 -0.8%
SFWA
2603
Summit Financial Wealth Advisors
Louisiana
$492K – – –
NCTC
2604
New Covenant Trust Company
Indiana
$491K -$1.55K -3 -0.3%
RMP
2605
Richards, Merrill & Peterson
Washington
$488K +$480K +927 New
MWA
2606
Motive Wealth Advisors
Michigan
$487K +$49.2K +95 +11%
RPCONE
2607
Retirement Planning Company of New England
Rhode Island
$485K – – –
APW
2608
Austin Private Wealth
Texas
$482K +$50.2K +97 +12%
EFA
2609
Edge Financial Advisors
Illinois
$481K -$2.07K -4 -0.4%
SAM
2610
Strategy Asset Managers
California
$480K +$9.84K +19 +2%
PPW
2611
Parcion Private Wealth
Washington
$479K – – –
SCA
2612
Stonebridge Capital Advisors
Minnesota
$478K +$17.1K +33 +4%
NSB
2613
Norway Savings Bank
Maine
$476K -$75.1K -145 -14%
IIM
2614
Illumine Investment Management
Washington
$475K +$467K +902 New
AW
2615
Alteri Wealth
California
$475K +$466K +901 New
LWM
2616
Level Wealth Management
North Carolina
$474K +$466K +900 New
Park National Corp
2617
Park National Corp
Ohio
$473K -$85.9K -166 -16%
KCM
2618
Kanawha Capital Management
Virginia
$473K -$18.6K -36 -4%
TAM
2619
Townsend Asset Management
North Carolina
$473K – – –
HOWA
2620
Heritage Oak Wealth Advisors
Florida
$472K -$176K -339 -27%
DRP
2621
Decker Retirement Planning
Utah
$471K +$463K +895 New
GBWM
2622
Granite Bay Wealth Management
New Hampshire
$471K – – –
PFWA
2623
Paces Ferry Wealth Advisors
Georgia
$470K +$518 +1 +0.1%
CWL
2624
Causey Wealth LLC
Colorado
$470K +$462K +893 New
UB
2625
Umpqua Bank
Oregon
$470K +$111K +214 +30%