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Name Holding Trade Value Shares
Change
Change in
Stake
IP
826
Ignite Planners
California
$372K +$8.71K +122 +2%
ZF
827
Zhang Financial
Michigan
$371K +$4.5K +63 +1%
JF
828
Joule Financial
Kentucky
$371K +$20.1K +281 +6%
HB
829
HTLF Bank
Colorado
$369K -$15.8K -221 -4%
SAM
830
Smithbridge Asset Management
Pennsylvania
$368K -$714 -10 -0.2%
WI
831
Wedgewood Investors
Pennsylvania
$367K +$374K +5,233 New
ITIM
832
Indiana Trust & Investment Management
Indiana
$367K -$10.6K -148 -3%
DCM
833
DGS Capital Management
New Jersey
$367K -$31.1K -436 -8%
DAS
834
Diversify Advisory Services
Utah
$367K -$281K -3,938 -43%
CT
835
Colonial Trust
South Carolina
$365K +$43.3K +607 +13%
FT
836
Fiduciary Trust
Massachusetts
$365K +$2.57K +36 +0.7%
CSPIA
837
Cary Street Partners Investment Advisory
Virginia
$362K +$39K +546 +12%
RIA
838
Richwood Investment Advisors
Ohio
$361K +$71 +1 +0%
APW
839
Austin Private Wealth
Texas
$360K +$4.78K +67 +1%
SF
840
Summit Financial
New Jersey
$353K +$359K +5,023 New
GWM
841
GDS Wealth Management
Texas
$352K -$59.5K -834 -14%
JIC
842
Joel Isaacson & Co
New York
$352K +$15.3K +214 +4%
SIMG
843
Sonora Investment Management Group
Arizona
$351K
NSIM
844
North Star Investment Management
Illinois
$350K +$71 +1 +0%
EP
845
Edgestream Partners
New Jersey
$348K -$146K -2,042 -29%
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$348K +$108K +1,515 +44%
SMC
847
Smith, Moore & Co
Missouri
$347K +$10.2K +143 +3%
GWM
848
Gibbs Wealth Management
Georgia
$346K +$81.7K +1,144 +30%
GFG
849
Goldstone Financial Group
Illinois
$345K +$42.8K +600 +14%
ESB
850
Essex Savings Bank
Connecticut
$345K -$30.6K -428 -8%