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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1576
Wealth Dimensions Group
Ohio
$554K -$10.6K -420 -2%
CH
1577
Cromwell Holdings
Wyoming
$554K – – –
ATC
1578
Adirondack Trust Company
New York
$554K -$23.5K -928 -4%
PTP
1579
Platform Technology Partners
New York
$553K +$24.8K +981 +5%
CPSAC
1580
Chas P. Smith & Associates (CPS)
Florida
$553K +$112K +4,433 +25%
FS
1581
Ferguson Shapiro
Georgia
$553K +$1.47K +58 +0.3%
PWM
1582
Palacios Wealth Management
Florida
$552K -$122K -4,833 -18%
IA
1583
Intellus Advisors
Florida
$552K +$44K +1,738 +8%
JF
1584
JSF Financial
California
$552K +$4.05K +160 +0.7%
Kestra Investment Management
1585
Kestra Investment Management
Texas
$549K +$45.2K +1,785 +9%
PA
1586
PFG Advisors
Arizona
$548K -$464K -18,331 -45%
AOI
1587
Auto-Owners Insurance
Michigan
$548K – – –
HBT
1588
Heartland Bank & Trust
Illinois
$546K -$92K -3,636 -14%
TFA
1589
Teamwork Financial Advisors
Texas
$546K -$2.08K -82 -0.4%
WDA
1590
Wendell David Associates
New Hampshire
$546K – – –
FAM
1591
Formidable Asset Management
Ohio
$546K -$26.3K -1,040 -5%
MAWA
1592
Moss Adams Wealth Advisors
Washington
$544K -$87K -3,436 -14%
FC
1593
Financial Consulate
Maryland
$544K +$16.9K +669 +3%
VCM
1594
Versant Capital Management
Arizona
$544K -$180K -7,102 -24%
TBA
1595
Tower Bridge Advisors
Pennsylvania
$544K -$15.2K -600 -3%
SCM
1596
Silvant Capital Management
Georgia
$543K – – –
LCM
1597
LVM Capital Management
Michigan
$542K -$152K -6,000 -22%
SCM
1598
SOL Capital Management
Maryland
$542K -$15.2K -600 -3%
CFSG
1599
Clark Financial Services Group
Missouri
$542K -$19.2K -760 -3%
DCM
1600
Dudley Capital Management
Virginia
$541K -$15K -591 -3%