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Name Holding Trade Value Shares
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Stake
BFS
4926
Burkett Financial Services
South Carolina
$189K
CWM
4927
Copia Wealth Management
Oregon
$188K -$33.3K -52 -14%
LAM
4928
Lummis Asset Management
Texas
$187K
PFGWM
4929
Price Financial Group Wealth Management
Oregon
$187K +$178K +278 New
CMA
4930
Cedar Mountain Advisors
Oregon
$183K +$11.5K +18 +6%
HDIM
4931
Hanson & Doremus Investment Management
Vermont
$181K -$41K -64 -17%
BWM
4932
Bernard Wealth Management
Michigan
$178K -$192K -300 -49%
Q1WB
4933
Quest 10 Wealth Builders
Virginia
$176K +$72.4K +113 +58%
VEA
4934
Virtus ETF Advisers
New York
$175K -$42.3K -66 -18%
DPW
4935
DiNuzzo Private Wealth
Pennsylvania
$174K +$641 +1 +0.3%
MSWM
4936
Mowery & Schoenfeld Wealth Management
Illinois
$173K -$50K -78 -21%
PJC
4937
Phillip James Consulting
Minnesota
$172K +$193K +301 New
RQS
4938
Ramsey Quantitative Systems
Kentucky
$172K +$192K +300 New
FCG
4939
Financial Connections Group
California
$169K +$10.3K +16 +6%
HHGA
4940
Halbert Hargrove Global Advisors
California
$165K
P
4941
Palladiem
Pennsylvania
$161K +$641 +1 +0.4%
CFG
4942
CKW Financial Group
Hawaii
$160K
STB
4943
S&T Bank
Pennsylvania
$156K -$6.41K -10 -4%
CIR
4944
Clear Investment Research
Georgia
$154K +$173K +270 New
TLA
4945
Tanglewood Legacy Advisors
Texas
$152K +$131K +205 +336%
SA
4946
Strategic Advocates
Utah
$152K -$4.74M -7,401 -97%
VERPA
4947
Virginia Estate & Retirement Planning Advisors
Virginia
$146K +$163K +255 New
GFA
4948
Godfrey Financial Associates
New York
$145K +$4.49K +7 +3%
BAM
4949
Bellevue Asset Management
Washington
$142K
BDPWM
4950
Barnes Dennig Private Wealth Management
Ohio
$141K -$42.3K -66 -21%