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Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
1801
Cape Cod Five Cents Savings Bank
Massachusetts
$731K -$53.6K -189 -6%
CC
1802
Callan Capital
California
$731K -$7.94K -28 -1%
CCWA
1803
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$728K +$5.11K +18 +0.6%
OWA
1804
One Wealth Advisors
California
$725K +$7.09K +25 +0.9%
SMC
1805
Smith, Moore & Co
Missouri
$721K +$28.4K +100 +4%
AWAG
1806
ARS Wealth Advisors Group
Florida
$718K +$783K +2,758 New
EI
1807
Ellevest Inc
New York
$715K +$13.6K +48 +2%
NHC
1808
Nicholas Hoffman & Company
Georgia
$711K -$14.2K -50 -2%
BWM
1809
BigSur Wealth Management
Florida
$709K -$255K -900 -25%
FNBSF
1810
First National Bank Sioux Falls
South Dakota
$709K
AssetMark Inc
1811
AssetMark Inc
California
$708K +$189K +666 +32%
SOW
1812
State of Wyoming
Wyoming
$705K -$60.7K -214 -7%
CA
1813
Claro Advisors
Massachusetts
$705K +$61.9K +218 +9%
9WM
1814
9258 Wealth Management
Ohio
$703K +$5.11K +18 +0.7%
NEWAS
1815
N.E.W. Advisory Services
Wisconsin
$701K -$87.4K -308 -10%
FNBOH
1816
First National Bank of Hutchinson
Kansas
$700K +$3.12K +11 +0.4%
CWS
1817
Cypress Wealth Services
California
$696K -$5.67K -20 -0.7%
SDWIA
1818
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$690K +$10.5K +37 +1%
RB
1819
Rodgers Brothers
Pennsylvania
$688K
SIMM
1820
Stillwater Investment Management (Minnesota)
Minnesota
$685K
KJHP
1821
K.J. Harrison & Partners
Ontario, Canada
$684K
SAM
1822
SP Asset Management
California
$684K
LC
1823
LCNB Corp
Ohio
$684K +$4.82K +17 +0.7%
QPWM
1824
Quadrant Private Wealth Management
Pennsylvania
$683K -$41.7K -147 -5%
GGS
1825
Galvin Gaustad & Stein
Arizona
$680K +$170K +600 +30%