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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1751
Aspiriant LLC
California
$1.97M -$421K -3,269 -17%
MC
1752
Martin & Co
Tennessee
$1.97M -$5.02K -39 -0.2%
UB
1753
Umpqua Bank
Oregon
$1.97M +$5.8K +45 +0.3%
AIS
1754
AM Investment Strategies
Tennessee
$1.97M +$15.3K +119 +0.8%
PGIM
1755
Pacific Global Investment Management
California
$1.97M -$69.6K -540 -3%
SIA
1756
Soltis Investment Advisors
Utah
$1.97M +$16.1K +125 +0.8%
MWM
1757
Mattern Wealth Management
Kansas
$1.96M +$51.5K +400 +3%
TPA
1758
Trivium Point Advisory
Connecticut
$1.96M +$34.4K +267 +2%
GCM
1759
Gables Capital Management
Florida
$1.96M -$19.3K -150 -0.9%
WDG
1760
Wealth Dimensions Group
Ohio
$1.96M -$79K -613 -4%
SI
1761
Saxon Interests
Texas
$1.96M +$90.3K +701 +5%
KJWM
1762
Kiley Juergens Wealth Management
Washington
$1.95M +$466K +3,616 +30%
EB
1763
Exchange Bank
California
$1.95M -$34.9K -271 -2%
GFP
1764
Gryphon Financial Partners
Ohio
$1.95M +$113K +875 +6%
HI
1765
Hoey Investments
Pennsylvania
$1.95M -$165K -1,282 -8%
CGFA
1766
Colton Groome Financial Advisors
North Carolina
$1.95M -$462K -3,585 -19%
BTC
1767
Bank & Trust Company
Illinois
$1.94M +$2.02M +15,681 New
WA
1768
Wealth Alliance
New York
$1.94M -$95.6K -742 -5%
BDA
1769
Borer Denton & Associates
Pennsylvania
$1.93M
AB
1770
Atlas Brown
Kentucky
$1.93M -$108K -841 -5%
TL
1771
Tradewinds LLC
North Carolina
$1.92M +$698K +5,418 +53%
EA
1772
Everpar Advisors
Oklahoma
$1.92M +$198K +1,537 +11%
PPWP
1773
Premier Path Wealth Partners
New Jersey
$1.92M +$152K +1,178 +8%
SB
1774
Sunflower Bank
Texas
$1.92M -$14.8K -115 -0.7%
NCM
1775
Northwest Capital Management
Oregon
$1.92M -$102K -792 -5%