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Name Holding Trade Value Shares
Change
Change in
Stake
BFW
3176
Brady Family Wealth
Missouri
$2.83M +$4K +29 +0.1%
MCM
3177
Monument Capital Management
Virginia
$2.83M +$366K +2,659 +14%
PG
3178
Proffitt & Goodson
Tennessee
$2.83M -$46.9K -340 -2%
NCTC
3179
New Covenant Trust Company
Indiana
$2.83M -$39.8K -289 -1%
WA
3180
Whipplewood Advisors
Colorado
$2.82M +$2.9M +21,026 New
CASB
3181
Cape Ann Savings Bank
Massachusetts
$2.82M -$83.4K -605 -3%
VAG
3182
VisionPoint Advisory Group
Texas
$2.82M -$643K -4,663 -19%
CWA
3183
Choice Wealth Advisors
Maine
$2.82M +$103K +750 +4%
AF
3184
Aviso Financial
Ontario, Canada
$2.82M +$1.06M +7,708 +58%
AIM
3185
Advyzon Investment Management
Illinois
$2.82M +$2.89M +20,975 New
BAM
3186
Berkshire Asset Management
Pennsylvania
$2.81M -$4.52M -32,821 -62%
FP
3187
Fiduciary Planning
Florida
$2.81M +$1.04M +7,573 +57%
LPAM
3188
Lodestar Private Asset Management
California
$2.81M +$36.4K +264 +1%
CA
3189
Centerpoint Advisors
Massachusetts
$2.81M -$13.8K -100 -0.5%
GJIA
3190
Glass Jacobson Investment Advisors
Maryland
$2.8M -$107K -778 -4%
LFA
3191
Lauterbach Financial Advisors
Texas
$2.8M +$413 +3 +0%
BWG
3192
Beta Wealth Group
California
$2.79M -$95.1K -690 -3%
EWM
3193
Evermay Wealth Management
Virginia
$2.79M +$19.2K +139 +0.7%
OWA
3194
Opal Wealth Advisors
New York
$2.79M +$22.7K +165 +0.8%
WFC
3195
Western Financial Corp
California
$2.79M -$524K -3,803 -15%
HFS
3196
Hoge Financial Services
Pennsylvania
$2.78M +$685K +4,969 +32%
PCMC
3197
Private Capital Management (Colorado)
Colorado
$2.78M -$1.2M -8,742 -30%
FFC
3198
First Financial Corp
Indiana
$2.78M -$88.8K -644 -3%
Group One Trading
3199
Group One Trading
Illinois
$2.78M -$44.4M -321,953 -94%
KMWM
3200
Keudell/Morrison Wealth Management
Oregon
$2.78M -$5.65K -41 -0.2%