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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
2426
Citizens Business Bank
California
$644K -$36.2K -349 -6%
DCM
2427
DGS Capital Management
New Jersey
$644K -$59.5K -573 -9%
BWM
2428
Baystate Wealth Management
Massachusetts
$637K +$80.1K +772 +15%
CWM
2429
C2C Wealth Management
Arizona
$636K -$1.02M -9,815 -63%
WTFG
2430
Wells Trecaso Financial Group
Ohio
$635K
SPA
2431
Sherbrooke Park Advisers
New York
$634K -$350K -3,374 -37%
THWM
2432
Taylor Hoffman Wealth Management
Virginia
$634K
EBT
2433
Enterprise Bank & Trust
Massachusetts
$634K +$202K +1,943 +50%
LA
2434
LVW Advisors
New York
$633K -$96.2K -927 -14%
FIM
2435
FWL Investment Management
Texas
$632K +$12.7K +122 +2%
SWM
2436
Sugarloaf Wealth Management
Georgia
$632K +$14.5K +140 +2%
CWM
2437
Concentric Wealth Management
California
$632K -$6.75K -65 -1%
SFS
2438
Summit Financial Strategies
Ohio
$632K
TA
2439
TFG Advisers
Michigan
$629K +$27.5K +265 +5%
Members Trust
2440
Members Trust
Florida
$628K -$3.01K -29 -0.5%
OW
2441
Olistico Wealth
Oklahoma
$628K -$110K -1,063 -16%
BCM
2442
Boltwood Capital Management
California
$628K -$20.8K -200 -3%
HP
2443
Holistic Planning
Texas
$627K +$597K +5,754 New
LWM
2444
Lakeridge Wealth Management
Ohio
$626K +$596K +5,746 New
SSA
2445
Sierra Summit Advisors
Nevada
$626K +$596K +5,744 New
HCM
2446
Hollencrest Capital Management
California
$625K +$32.5K +313 +6%
LT
2447
Legacy Trust
Michigan
$625K -$12.5K -120 -2%
USB
2448
Union Savings Bank
Connecticut
$625K -$12.1K -117 -2%
HI
2449
Human Investing
Oregon
$625K -$33.7K -325 -5%
BSSFA
2450
Baron Silver Stevens Financial Advisors
Florida
$623K +$19.7K +190 +3%