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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1301
TRUE Private Wealth Advisors
Oregon
$1.89M +$130K +3,266 +8%
SIS
1302
Sound Income Strategies
Florida
$1.89M +$317K +7,975 +21%
MIC
1303
Means Investment Company
Maine
$1.89M -$115K -2,890 -6%
BRWM
1304
B. Riley Wealth Management
Tennessee
$1.89M -$55.8K -1,405 -3%
ZIC
1305
ZWJ Investment Counsel
Georgia
$1.89M -$715 -18 -0%
VLC
1306
Van Leeuwen & Company
New Jersey
$1.88M +$3.34K +84 +0.2%
SPC
1307
Stewart & Patten Company
California
$1.87M -$27.2K -685 -1%
CC
1308
Cadinha & Co
Hawaii
$1.87M +$163K +4,111 +10%
BO
1309
BRR OpCo
Ohio
$1.86M -$912K -22,976 -34%
V
1310
VeraBank
Texas
$1.86M -$27.3K -687 -1%
WA
1311
Wheatland Advisors
Pennsylvania
$1.86M -$4.17K -105 -0.2%
SIC
1312
Shoker Investment Counsel
Ohio
$1.86M +$18.7K +470 +1%
ACPU
1313
Arrowgrass Capital Partners (US)
Delaware
$1.85M -$372K -9,374 -17%
DBT
1314
Dubuque Bank & Trust
Iowa
$1.85M -$58.9K -1,483 -3%
GWMIA
1315
Global Wealth Management Investment Advisory
Florida
$1.85M +$251K +6,314 +16%
CNAM
1316
Campbell Newman Asset Management
Wisconsin
$1.85M
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$1.84M +$108K +2,732 +6%
CAL
1318
Capital Analysts LLC
Pennsylvania
$1.84M -$19.3K -487 -1%
AP
1319
Appleton Partners
Massachusetts
$1.84M +$126K +3,169 +8%
MCM
1320
Matarin Capital Management
New York
$1.84M -$439K -11,049 -20%
FI
1321
FormulaFolio Investments
Michigan
$1.83M -$468K -11,777 -21%
KTA
1322
Keeley-Teton Advisors
Illinois
$1.82M
EWA
1323
Exencial Wealth Advisors
Oklahoma
$1.82M
IA
1324
Independence Advisors
Pennsylvania
$1.81M +$43.8K +1,102 +3%
NDSI
1325
Newman Dignan & Sheerar Inc
Rhode Island
$1.81M -$28.3K -713 -2%