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Name Holding Trade Value Shares
Change
Change in
Stake
CG
2401
Clarus Group
Texas
$596K +$1.64K +16 +0.3%
SAM
2402
Summit Asset Management
Tennessee
$596K -$13.6K -133 -2%
IP
2403
Investment Partners
Ohio
$596K -$1.29M -12,626 -70%
CAC
2404
Certified Advisory Corp
Florida
$595K +$25.8K +252 +5%
CCFP
2405
Charles Carroll Financial Partners
Massachusetts
$594K +$307 +3 +0.1%
DWM
2406
Defined Wealth Management
Oregon
$594K
SQA
2407
Simon Quick Advisors
New Jersey
$593K +$149K +1,461 +38%
FTC
2408
Farmers Trust Company
Ohio
$593K -$13.5K -132 -2%
NB
2409
Nicolet Bankshares
Wisconsin
$593K -$19.1K -187 -3%
SGK
2410
Steigerwald Gordon & Koch
Virginia
$591K +$33K +323 +6%
LK
2411
Lumbard & Kellner
New Hampshire
$591K -$88.2K -863 -14%
HCM
2412
Hall Capital Management
Rhode Island
$591K -$5.21K -51 -0.9%
RWG
2413
Regal Wealth Group
California
$590K
MWA
2414
Moser Wealth Advisors
Washington
$590K
OW
2415
Olistico Wealth
Oklahoma
$588K +$542K +5,303 New
BSSFA
2416
Baron Silver Stevens Financial Advisors
Florida
$588K
MPIA
2417
Mountain Pacific Investment Advisers
Idaho
$588K
NRA
2418
NSI Retail Advisors
Pennsylvania
$587K
FIBT
2419
First International Bank & Trust
North Dakota
$586K -$100K -978 -16%
BCMLT
2420
Beacon Capital Management LLC (Tennessee)
Tennessee
$586K +$24.1K +236 +5%
WWMSC
2421
Wagner Wealth Management (South Carolina)
South Carolina
$586K +$164K +1,600 +44%
GPA
2422
Garrison Point Advisors
California
$585K -$20.3K -199 -4%
MTC
2423
McDaniel Terry & Co
Texas
$584K +$41.4K +405 +8%
CGFA
2424
Colton Groome Financial Advisors
North Carolina
$583K +$263K +2,570 +96%
BBW
2425
Blue Barn Wealth
Utah
$583K +$79.7K +780 +17%