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Name Holding Trade Value Shares
Change
Change in
Stake
SB
2176
Sunflower Bank
Texas
$332K -$18.2K -115 -5%
FWP
2177
FAS Wealth Partners
Kansas
$332K -$81.8K -516 -21%
AA
2178
Addison Advisors
Vermont
$332K -$4.76K -30 -1%
OWA
2179
One Wealth Advisors
California
$332K -$83.1K -524 -21%
WA
2180
Wealth Architects
California
$331K -$6.03K -38 -2%
CJ
2181
Caitlin John
Michigan
$330K +$1.27K +8 +0.4%
ACG
2182
Allen Capital Group
Nebraska
$330K +$27.9K +176 +10%
FB
2183
Finward Bancorp
Indiana
$329K – – –
CWS
2184
Cypress Wealth Services
California
$329K +$48.5K +306 +18%
PAA
2185
Peregrine Asset Advisers
Oregon
$329K – – –
UB
2186
Umpqua Bank
Oregon
$328K -$10.8K -68 -3%
UF
2187
Univest Financial
Pennsylvania
$326K -$22.7K -143 -7%
CFD
2188
Creative Financial Designs
Indiana
$325K -$2.85K -18 -0.9%
FP
2189
Financial Perspectives
Minnesota
$325K – – –
TIAM2
2190
Tru Independence Asset Management 2
Oregon
$324K -$2.54K -16 -0.8%
BWL
2191
Bogart Wealth LLC
Virginia
$324K -$3.49K -22 -1%
SWA
2192
SOA Wealth Advisors
New York
$324K -$5.39K -34 -2%
ARA
2193
Alexander Randolph Advisory
Virginia
$323K – – –
KCPG
2194
Kavar Capital Partners Group
Kansas
$323K – – –
OPA
2195
Old Port Advisors
Maine
$322K -$12.1K -76 -4%
WIA
2196
Wetzel Investment Advisors
Indiana
$322K -$15.9K -100 -5%
B
2197
Bellecapital
Switzerland
$322K -$38.9K -245 -11%
AIM
2198
Allen Investment Management
New York
$322K – – –
WI
2199
WBI Investments
New Jersey
$322K +$307K +1,934 New
BSTWA
2200
Blake Schutter Theil Wealth Advisors
Ohio
$321K +$33.8K +213 +12%