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Name Holding Trade Value Shares
Change
Change in
Stake
DCBT
3101
Dakota Community Bank & Trust
North Dakota
$199K +$4.08K +85 +2%
HWMA
3102
Heritage Wealth Management (Arizona)
Arizona
$194K +$95.8K +1,998 +112%
SIC
3103
SJS Investment Consulting
Ohio
$193K +$4.94K +103 +3%
KFS
3104
Kelly Financial Services
Massachusetts
$192K +$33.1K +690 +22%
WIM
3105
Westside Investment Management
California
$190K +$96 +2 +0%
MWA
3106
Moser Wealth Advisors
Washington
$188K
GFWA
3107
Grey Fox Wealth Advisors
Delaware
$185K +$173K +3,604 New
HCM
3108
Hollencrest Capital Management
California
$175K +$164K +3,417 New
SC
3109
Stephens Consulting
Michigan
$174K
PO
3110
Private Ocean
California
$174K -$91.6K -1,910 -36%
AFS
3111
Annapolis Financial Services
Maryland
$174K -$36.5K -761 -18%
RG
3112
Retirement Group
California
$172K -$514K -10,719 -76%
ACM
3113
Antonetti Capital Management
Florida
$171K -$14.2K -297 -8%
AWM
3114
Ameliora Wealth Management
Switzerland
$167K
SPWM
3115
Spartan Planning & Wealth Management
North Carolina
$167K +$156K +3,263 New
TFP
3116
Tilia Fiduciary Partners
North Carolina
$166K -$1.68K -35 -1%
RG
3117
Richelieu Gestion
France
$164K
BAM
3118
Bellevue Asset Management
Washington
$163K +$48 +1 +0%
GMA
3119
Glassy Mountain Advisors
Maryland
$162K +$151K +3,156 New
VCM
3120
Versant Capital Management
Arizona
$159K
FFA
3121
Fairfield Financial Advisors
Massachusetts
$159K +$3.36K +70 +2%
CPG
3122
Cornerstone Planning Group
New Jersey
$158K +$168K +3,510 New
R
3123
Rebalance
California
$156K +$146K +3,053 New
JEST
3124
JTC Employer Solutions Trustee
Jersey
$154K
BIA
3125
Bell Investment Advisors
California
$152K +$46K +959 +48%