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Name Holding Trade Value Shares
Change
Change in
Stake
S
1851
Sachetta
Massachusetts
$150K +$23.9K +155 +19%
EWM
1852
Evermay Wealth Management
Virginia
$147K
MTC
1853
Matrix Trust Company
Colorado
$147K -$7.25K -47 -5%
GWSA
1854
Global Wealth Strategies & Associates
Colorado
$147K +$48.7K +316 +50%
ITIM
1855
Indiana Trust & Investment Management
Indiana
$146K
Jones Financial Companies
1856
Jones Financial Companies
Missouri
$143K -$96.8K -628 -40%
ABWM
1857
Alpine Bank Wealth Management
Colorado
$143K
ECM
1858
Estabrook Capital Management
New York
$141K -$4.63K -30 -3%
KFGG
1859
Keystone Financial Group (Georgia)
Georgia
$140K +$11.4K +74 +9%
MSFP
1860
Mark Sheptoff Financial Planning
Connecticut
$138K
CBT
1861
CoreFirst Bank & Trust
Kansas
$137K
RF
1862
Rossby Financial
Florida
$136K +$1.39K +9 +1%
MHR
1863
Matthew Hamilton Rosenberg
$136K
FCAS
1864
First Command Advisory Services
Texas
$135K -$7.86K -51 -6%
CCA
1865
Catalyst Capital Advisors
New York
$135K -$5.86K -38 -4%
VNA
1866
Valley National Advisers
Pennsylvania
$134K +$4.78K +31 +4%
IWA
1867
Icon Wealth Advisors
Texas
$132K +$23.6K +153 +22%
CF
1868
Conquis Financial
California
$132K
BWAM
1869
Boyd Watterson Asset Management
Ohio
$131K -$49.3K -320 -27%
SWP
1870
Strategic Wealth Partners
Ohio
$131K +$42.4K +275 +48%
CAL
1871
Capital Analysts LLC
Pennsylvania
$131K +$463 +3 +0.4%
MAM
1872
Marquette Asset Management
Minnesota
$127K +$8.02K +52 +7%
CWM
1873
Consultiva Wealth Management
Puerto Rico
$124K
ETS
1874
ESL Trust Services
New York
$124K
LFASL
1875
Lugano Financial Advisors SA (LFA)
Switzerland
$124K