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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1451
Jacobsen Capital Management
Utah
$1.29M -$1.33K -4 -0.1%
WA
1452
Wambolt & Associates
Colorado
$1.28M -$35.5K -107 -2%
IFS
1453
Intelligent Financial Strategies
Minnesota
$1.28M -$52.7K -159 -3%
BWP
1454
BSW Wealth Partners
Colorado
$1.28M -$50.4K -152 -3%
SNB
1455
Security National Bank
Nebraska
$1.28M -$2.32K -7 -0.2%
PA
1456
PFG Advisors
Arizona
$1.28M +$36.1K +109 +2%
MYIA
1457
Mount Yale Investment Advisors
Colorado
$1.27M -$26.2K -79 -2%
LA
1458
LVW Advisors
New York
$1.27M -$237K -714 -14%
SMC
1459
Smith, Moore & Co
Missouri
$1.27M +$7.96K +24 +0.5%
WA
1460
Wealth Alliance
New York
$1.27M +$157K +474 +12%
KLI
1461
Kelman-Lazarov Inc
Tennessee
$1.26M -$94.5K -285 -6%
PP
1462
Patron Partners
Texas
$1.26M -$28.2K -85 -2%
TCA
1463
Transcend Capital Advisors
New Jersey
$1.26M +$17.6K +53 +1%
SIA
1464
SeaBridge Investment Advisors
New Jersey
$1.25M -$22.2K -67 -1%
SCI
1465
S&CO Inc
Massachusetts
$1.25M
V
1466
VeraBank
Texas
$1.25M
ARMT
1467
Amica Retiree Medical Trust
Rhode Island
$1.25M -$115K -346 -7%
AIP
1468
Alapocas Investment Partners
Massachusetts
$1.25M +$49.7K +150 +4%
RWI
1469
Red Wave Investments
Pennsylvania
$1.25M +$24.2K +73 +2%
LOAMS
1470
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M -$224K -677 -13%
OIS
1471
Okabena Investment Services
Minnesota
$1.23M -$2.97M -8,967 -67%
AMCA
1472
Arthur M. Cohen & Associates
Illinois
$1.23M +$49.7K +150 +4%
WP
1473
WealthSource Partners
California
$1.22M +$213K +643 +18%
PCA
1474
Pallas Capital Advisors
Massachusetts
$1.22M -$18.2K -55 -1%
KIA
1475
KCM Investment Advisors
California
$1.21M +$24.5K +74 +2%