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Name Holding Trade Value Shares
Change
Change in
Stake
PB
2326
Pinnacle Bancorp
Nebraska
$625K +$41K +380 +7%
HI
2327
Human Investing
Oregon
$624K -$581K -5,390 -47%
WC
2328
Westhampton Capital
North Carolina
$623K +$653K +6,056 New
BOM
2329
Bank of Marin
California
$620K -$43.1K -400 -6%
CFS
2330
Commonwealth Financial Services
West Virginia
$619K +$649K +6,017 New
AFPL
2331
Advus Financial Partners, LLC
Florida
$618K -$84.3K -782 -12%
GCC
2332
Game Creek Capital
Massachusetts
$618K -$67.4K -625 -9%
GWM
2333
Greenwich Wealth Management
Connecticut
$617K -$159K -1,478 -20%
SAM
2334
S.A. Mason
Michigan
$617K -$2.26K -21 -0.3%
CBFP
2335
Cedar Brook Financial Partners
Ohio
$616K -$69K -640 -10%
WWMSC
2336
Wagner Wealth Management (South Carolina)
South Carolina
$614K +$48K +445 +8%
CCM
2337
Cohen Capital Management
California
$614K
BCM
2338
Boltwood Capital Management
California
$613K -$13.5K -125 -2%
KCFA
2339
Key Client Fiduciary Advisors
New Jersey
$613K +$23.5K +218 +4%
I
2340
InceptionR
California
$611K +$640K +5,937 New
AC
2341
Apella Capital
Connecticut
$611K +$27.6K +256 +5%
MWC
2342
MBM Wealth Consultants
Missouri
$610K +$15.5K +144 +3%
CCIA
2343
Cherry Creek Investment Advisors
Colorado
$609K -$647 -6 -0.1%
SBF
2344
Sara-Bay Financial
Florida
$609K +$109K +1,013 +21%
SAM
2345
Summit Asset Management
Tennessee
$608K +$24.8K +230 +4%
LIM
2346
Lathrop Investment Management
Arkansas
$607K
APW
2347
Acima Private Wealth
Virginia
$607K
AP
2348
Adero Partners
California
$606K +$284K +2,639 +81%
Members Trust
2349
Members Trust
Florida
$606K -$26.3K -244 -4%
FSA
2350
Financial Security Advisor
Virginia
$605K +$629K +5,832 New