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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1901
Hazlett, Burt & Watson
West Virginia
$173K -$1.83K -17 -0.8%
HFM
1902
Hartford Financial Management
Connecticut
$170K
CYG
1903
Clean Yield Group
Vermont
$169K
SSG
1904
Summit Securities Group
New York
$168K -$389K -3,611 -64%
PP
1905
PrairieView Partners
Minnesota
$168K
ETH
1906
Exos TFP Holdings
New York
$165K +$214K +1,984 New
LPP
1907
Life Planning Partners
Florida
$161K
DWP
1908
Destiny Wealth Partners
Florida
$161K
NIMI
1909
Natixis Investment Managers International
France
$159K -$481K -4,466 -70%
FPB
1910
First PREMIER Bank
South Dakota
$158K
VCM
1911
Versant Capital Management
Arizona
$157K -$538 -5 -0.3%
CWM
1912
Castle Wealth Management
Florida
$157K
BSB
1913
Bangor Savings Bank
Maine
$155K
TWM
1914
Tradition Wealth Management
Minnesota
$154K +$60.4K +561 +43%
BWP
1915
Baldwin Wealth Partners
Massachusetts
$150K
HCM
1916
Highlander Capital Management
New Jersey
$150K
PMFA
1917
Plante Moran Financial Advisors
Michigan
$144K -$189K -1,759 -50%
WIM
1918
Westside Investment Management
California
$141K +$108 +1 +0%
WB
1919
Webster Bank
Connecticut
$141K
GI
1920
Gradient Investments
Minnesota
$141K +$13.6K +126 +8%
FFA
1921
Fairfield Financial Advisors
Massachusetts
$138K +$11.3K +105 +7%
VWM
1922
Valley Wealth Managers
New Jersey
$138K
IRAG
1923
Investment Research & Advisory Group
Georgia
$137K +$215 +2 +0.1%
OC
1924
Oakworth Capital
Alabama
$134K -$8.61K -80 -5%
CWC
1925
Carolinas Wealth Consulting
North Carolina
$133K -$42.1K -391 -20%