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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1551
Indiana Trust & Investment Management
Indiana
$1.41M -$50.9K -175 -3%
SP
1552
Successful Portfolios
Florida
$1.4M +$9.6K +33 +0.7%
TW
1553
Transform Wealth
Colorado
$1.4M -$42.2K -145 -3%
HA
1554
Herold Advisors
New York
$1.4M +$25.6K +88 +2%
BCM
1555
Brown Capital Management
Maryland
$1.4M
NAMP
1556
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.4M +$27.6K +95 +2%
FFA
1557
Founders Financial Alliance
North Carolina
$1.39M -$14K -48 -1%
BFM
1558
Boothbay Fund Management
New York
$1.39M -$30.2K -104 -2%
AWA
1559
Aaron Wealth Advisors
Illinois
$1.38M +$230K +790 +19%
IIA
1560
Integral Investment Advisors
California
$1.38M +$484K +1,664 +51%
IF
1561
Integrity Financial
Wyoming
$1.38M
VWA
1562
Visionary Wealth Advisors
Illinois
$1.38M -$15.7K -54 -1%
ISWM
1563
Independent Solutions Wealth Management
New York
$1.38M +$101K +349 +8%
MFG
1564
Magnus Financial Group
New York
$1.38M +$87K +299 +7%
SA
1565
SRN Advisors
Pennsylvania
$1.38M +$67.5K +232 +5%
RG
1566
Richelieu Gestion
France
$1.38M -$215K -739 -13%
RIA
1567
Richwood Investment Advisors
Ohio
$1.37M +$14.5K +50 +1%
AP
1568
Americana Partners
Texas
$1.37M +$120K +414 +9%
NW
1569
Naviter Wealth
Arkansas
$1.36M +$1.41M +4,839 New
SFS
1570
Security Financial Services
Indiana
$1.36M +$2.33K +8 +0.2%
FNBOO
1571
First National Bank of Omaha
Nebraska
$1.36M -$146K -502 -10%
GA
1572
GoalVest Advisory
New York
$1.36M +$278K +957 +25%
GEA
1573
Glen Eagle Advisors
New Jersey
$1.36M +$174K +598 +14%
CC
1574
Cadinha & Co
Hawaii
$1.36M -$497K -1,709 -26%
CPA
1575
Court Place Advisors
Maryland
$1.36M