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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
3076
Carolinas Wealth Consulting
North Carolina
$187K -$87.2K -809 -4%
CPG
3077
Cornerstone Planning Group
New Jersey
$183K +$39.6K +367 +26%
CSWM
3078
Cassady Schiller Wealth Management
Ohio
$180K -$8.41K -78 -4%
Hills Bank & Trust
3079
Hills Bank & Trust
Iowa
$177K -$12.7K -118 -6%
GCM
3080
Goldstream Capital Management
Hong Kong
$176K – – –
WPWM
3081
Western Pacific Wealth Management
Illinois
$174K +$9.81K +91 +6%
NSG
3082
Nalls Sherbakoff Group
Tennessee
$174K – – –
IWP
3083
IAG Wealth Partners
Wisconsin
$170K +$3.77K +35 +2%
HB
3084
Horizon Bancorp
Indiana
$166K -$14.1K -131 -8%
AW
3085
Avion Wealth
Texas
$166K +$2.48K +23 +1%
FAM
3086
Flaharty Asset Management
Florida
$165K +$173K +1,607 New
FP
3087
Financial Perspectives
Minnesota
$164K – – –
FCT
3088
First Community Trust
Iowa
$162K -$12.4K -115 -7%
NIMI
3089
Natixis Investment Managers International
France
$161K -$11K -102 -6%
NL
3090
NKCFO LLC
Illinois
$159K – – –
TSWM
3091
Tyler-Stone Wealth Management
Ohio
$159K +$216 +2 +0.1%
KAM
3092
Karani Asset Management
New York
$158K +$166K +1,536 New
CFS
3093
CGC Financial Services
Oregon
$154K – – –
SIC
3094
SJS Investment Consulting
Ohio
$148K +$20.4K +189 +15%
BHWM
3095
Beaird Harris Wealth Management
Texas
$148K +$13.5K +125 +10%
FFA
3096
Fairfield Financial Advisors
Massachusetts
$147K +$84K +779 +121%
SC
3097
Stephens Consulting
Michigan
$146K +$91.6K +850 +150%
Country Trust Bank
3098
Country Trust Bank
Illinois
$140K +$40K +371 +38%
WFA
3099
West Financial Advisors
Iowa
$139K +$7.33K +68 +5%
FSCM
3100
Front Street Capital Management
Montana
$139K +$145K +1,349 New