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Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1701
Ellenbecker Investment Group
Wisconsin
$217K +$559 +4 +0.3%
CST
1702
Charles Schwab Trust
Nevada
$217K +$229K +1,639 New
FSCM
1703
Front Street Capital Management
Montana
$216K -$40.4K -289 -16%
VST
1704
Van Strum & Towne
California
$216K +$219K +1,570 New
KMWM
1705
Keudell/Morrison Wealth Management
Oregon
$215K +$3.08K +22 +1%
PRC
1706
Pearl River Capital
Michigan
$215K +$219K +1,567 New
DR
1707
Davis Rea
Ontario, Canada
$214K – – –
WANY
1708
Wealthspire Advisors (New York)
New York
$214K +$218K +1,557 New
PWPS
1709
Pinnacle Wealth Planning Services
Ohio
$214K +$218K +1,561 New
SG
1710
StoneX Group
New York
$213K -$37.7K -270 -15%
CG
1711
Cutler Group
California
$213K +$217K +1,555 New
SIM
1712
Spark Investment Management
New York
$213K +$217K +1,555 New
SICM
1713
Sustainable Insight Capital Management
New York
$212K +$22.4K +160 +12%
IC
1714
Inscription Capital
Texas
$212K +$216K +1,542 New
BCMO
1715
Buckingham Capital Management (Ohio)
Ohio
$211K – – –
PCFFS
1716
Pacific Center for Financial Services
California
$211K – – –
VNB
1717
Virginia National Bank
Virginia
$211K – – –
AIM
1718
Anchor Investment Management
South Carolina
$210K – – –
SFS
1719
Strategic Financial Services
New York
$210K -$26K -186 -11%
GBBWRPM
1720
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$210K – – –
HHAM
1721
HITE Hedge Asset Management
Massachusetts
$210K – – –
WLIM
1722
White Lighthouse Investment Management
Massachusetts
$210K – – –
GIM
1723
Greylin Investment Management
Virginia
$210K +$213K +1,525 New
PBO
1724
Peoples Bank (Ohio)
Ohio
$207K -$2.52K -18 -1%
CTB
1725
Country Trust Bank
Illinois
$207K -$2.38K -17 -1%