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Name Holding Trade Value Shares
Change
Change in
Stake
ST
2326
Somerset Trust
Pennsylvania
$494K +$21.7K +245 +5%
JSW
2327
Journey Strategic Wealth
New Jersey
$493K -$217K -2,451 -31%
BDWM
2328
Brewin Dolphin Wealth Management
Ireland
$492K -$4.61K -52 -1%
BIA
2329
BHK Investment Advisors
Alabama
$492K +$57.8K +652 +14%
AWA
2330
Acorn Wealth Advisors
Michigan
$491K +$1.95K +22 +0.4%
FIBT
2331
First International Bank & Trust
North Dakota
$491K +$73.5K +829 +18%
FUBT
2332
First United Bank & Trust
Maryland
$491K +$116K +1,310 +32%
SAM
2333
Synergy Asset Management
Washington
$491K +$477K +5,384 New
UIA
2334
UBP Investment Advisors
Switzerland
$490K +$480K +5,419 New
DWM
2335
Defined Wealth Management
Oregon
$488K – – –
CCFP
2336
Charles Carroll Financial Partners
Massachusetts
$488K +$475K +5,353 New
UL
2337
Unionview LLC
Washington
$487K -$29.7K -335 -6%
CG
2338
Clarus Group
Texas
$487K +$1.42K +16 +0.3%
JBA
2339
Johnson Bixby & Associates
Washington
$487K +$106K +1,200 +29%
IP
2340
Investment Partners
Ohio
$486K +$23.5K +265 +5%
PPP
2341
Private Portfolio Partners
New Jersey
$486K -$43.9K -495 -8%
MWA
2342
Moser Wealth Advisors
Washington
$485K – – –
FIA
2343
Foundations Investment Advisors
Arizona
$485K +$69.5K +784 +18%
PB
2344
Pinnacle Bancorp
Nebraska
$484K -$29.3K -330 -6%
DIM
2345
Delta Investment Management
California
$483K -$887 -10 -0.2%
MPIA
2346
Mountain Pacific Investment Advisers
Idaho
$483K – – –
NRA
2347
NSI Retail Advisors
Pennsylvania
$482K – – –
KTM
2348
Keeler Thomas Management
Utah
$481K -$6.74K -76 -1%
HFP
2349
Holistic Financial Partners
Indiana
$480K -$67.7K -764 -13%
RWG
2350
Regal Wealth Group
California
$480K -$1.42K -16 -0.3%