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Name Holding Trade Value Shares
Change
Change in
Stake
MO
1326
McMillan Office
Michigan
$184K -$43.9K -543 -22%
WA
1327
Whipplewood Advisors
Colorado
$184K +$71.5K +885 +81%
HHCP
1328
Hilton Head Capital Partners
South Carolina
$183K -$1.45K -18 -0.9%
AF
1329
Advisornet Financial
Minnesota
$180K -$6.14K -76 -4%
OCWP
1330
Owl Creek Wealth Partners
Colorado
$179K +$156K +1,928 New
CA
1331
CoreCap Advisors
Michigan
$176K +$44.7K +553 +41%
RTC
1332
Riverview Trust Company
Washington
$176K -$59.8K -740 -28%
NWMP
1333
Noble Wealth Management PBC
Colorado
$175K – – –
TPWA
1334
Twin Peaks Wealth Advisors
California
$175K +$152K +1,882 New
SIS
1335
Sound Income Strategies
Florida
$172K -$5.25K -65 -3%
WCM
1336
Westend Capital Management
California
$168K -$4.93K -61 -3%
MWA
1337
Medallion Wealth Advisors
Connecticut
$168K +$81 +1 +0.1%
PB
1338
Pinnacle Bancorp
Nebraska
$165K -$3.56K -44 -2%
AWM
1339
Ameliora Wealth Management
Switzerland
$160K – – –
SMBT
1340
Southern Michigan Bank & Trust
Michigan
$160K +$139K +1,719 New
TLFA
1341
True Link Financial Advisors
California
$158K +$137K +1,700 New
ACM
1342
Anfield Capital Management
California
$157K +$133K +1,650 +5,000%
RF
1343
Rossby Financial
Florida
$153K +$7.11K +88 +6%
WCM
1344
Winthrop Capital Management
Indiana
$150K – – –
GBT
1345
Grove Bank & Trust
Florida
$147K +$970 +12 +0.8%
CBT
1346
Crews Bank & Trust
Florida
$146K – – –
SWP
1347
Strategic Wealth Partners
Ohio
$145K -$45.8K -567 -27%
CHC
1348
City Holding Co
West Virginia
$145K -$71.1K -880 -36%
AIM
1349
Acropolis Investment Management
Missouri
$145K +$126K +1,555 New
ITIM
1350
Indiana Trust & Investment Management
Indiana
$141K – – –