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Name Holding Trade Value Shares
Change
Change in
Stake
SN
1701
Sittner & Nelson
Oregon
$433K +$26.9K +180 +7%
PCS
1702
Personal CFO Solutions
New Jersey
$433K +$45.4K +303 +13%
NFG
1703
Nations Financial Group
Iowa
$433K +$157K +1,049 +64%
NB
1704
Nicolet Bankshares
Wisconsin
$432K +$125K +838 +45%
VIM
1705
Vista Investment Management
Pennsylvania
$430K +$57.6K +385 +17%
CCM
1706
Cribstone Capital Management
Maine
$430K +$362K +2,415 +951%
LNWTC
1707
Laird Norton Wetherby Trust Company
Washington
$429K – – –
LCM
1708
Liberty Capital Management
Michigan
$428K – – –
MF
1709
Montis Financial
Massachusetts
$426K – – –
BOS
1710
Bingham Osborn & Scarborough
California
$426K +$8.68K +58 +2%
TLCM
1711
Twin Lakes Capital Management
California
$425K +$17.8K +119 +5%
AWA
1712
Arkadios Wealth Advisors
Georgia
$425K +$43.1K +288 +12%
W
1713
WealthStone
Ohio
$421K -$16.9K -113 -4%
NAS
1714
Nicolet Advisory Services
Wisconsin
$421K +$116K +777 +42%
SPP
1715
Single Point Partners
Massachusetts
$421K +$138K +925 +55%
CWM
1716
Campbell Wealth Management
Virginia
$420K +$3.59K +24 +0.9%
CAM
1717
Congress Asset Management
Massachusetts
$420K +$17.8K +119 +5%
NED
1718
Nancy E. Dempze
$419K -$700K -4,678 -64%
NA
1719
Navellier & Associates
Nevada
$419K -$56.1K -375 -13%
CIC
1720
Chilton Investment Company
Connecticut
$419K -$25.9K -173 -6%
PMFA
1721
Plante Moran Financial Advisors
Michigan
$419K -$3.74K -25 -1%
TAM
1722
Townsend Asset Management
North Carolina
$418K – – –
CCB
1723
Cutter & Co Brokerage
Missouri
$418K +$122K +818 +46%
BIP
1724
Blueprint Investment Partners
North Carolina
$418K +$388K +2,592 +129,600%
TNA
1725
True North Advisors
Texas
$417K -$1.2K -8 -0.3%