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Name Holding Trade Value Shares
Change
Change in
Stake
WF
801
Welch & Forbes
Massachusetts
$441K
ZF
802
Zhang Financial
Michigan
$441K +$4.63K +62 +1%
ITIM
803
Indiana Trust & Investment Management
Indiana
$439K +$7.17K +96 +2%
FPWM
804
FSB Premier Wealth Management
Iowa
$439K +$224 +3 +0.1%
GWM
805
Gibbs Wealth Management
Georgia
$438K +$28.6K +383 +8%
DWM
806
Dakota Wealth Management
Florida
$436K -$4.03K -54 -1%
JF
807
Joule Financial
Kentucky
$433K -$2.69K -36 -0.7%
WI
808
Wedgewood Investors
Pennsylvania
$432K
FLPIM
809
F.L. Putnam Investment Management
Massachusetts
$430K +$39.4K +528 +9%
CT
810
Colonial Trust
South Carolina
$428K -$1.12K -15 -0.3%
BFA
811
Bragg Financial Advisors
North Carolina
$426K -$34.7K -464 -8%
P
812
Pitcairn
Pennsylvania
$422K -$99.7K -1,335 -21%
SF
813
Summit Financial
New Jersey
$419K +$4.26K +57 +1%
APW
814
Austin Private Wealth
Texas
$419K -$3.81K -51 -1%
JIC
815
Joel Isaacson & Co
New York
$413K
GWM
816
GDS Wealth Management
Texas
$413K -$1.12K -15 -0.3%
HCPC
817
Hamilton Capital Partners (Canada)
$412K -$74.7K -1,000 -17%
FTIS
818
First Trust Investment Solutions
Florida
$412K +$373K +4,999 New
DCM
819
DGS Capital Management
New Jersey
$409K -$19.3K -258 -5%
RIA
820
Richwood Investment Advisors
Ohio
$409K -$13.8K -185 -4%
DWP
821
Daymark Wealth Partners
Ohio
$408K -$40.8K -546 -10%
NSIM
822
North Star Investment Management
Illinois
$406K -$4.03K -54 -1%
FA
823
Faithward Advisors
Pennsylvania
$406K -$67.9K -909 -16%
HB
824
HTLF Bank
Colorado
$405K -$26.1K -350 -7%
AWM
825
Allen Wealth Management
North Carolina
$404K -$37.2K -498 -9%