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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1401
First Bank & Trust
South Dakota
$232K -$1.02K -8 -0.4%
RPWA
1402
Regent Peak Wealth Advisors
Georgia
$231K -$9.39K -74 -3%
LIG
1403
Lokken Investment Group
Delaware
$231K +$265K +2,087 New
IW
1404
Imprint Wealth
South Carolina
$230K -$141K -1,111 -35%
ACP
1405
Aviance Capital Partners
Florida
$230K – – –
Ferguson Wellman Capital Management
1406
Ferguson Wellman Capital Management
Oregon
$229K -$53.8K -424 -17%
FNWM
1407
Financial Network Wealth Management
Utah
$229K +$12.7K +100 +5%
SFWC
1408
Strategic Family Wealth Counselors
New Jersey
$228K – – –
XSC
1409
X-Square Capital
Puerto Rico
$228K – – –
HL
1410
HeadInvest LLC
Maine
$228K – – –
WA
1411
Wealth Architects
California
$228K +$1.9K +15 +0.7%
KA
1412
Kozak & Associates
Colorado
$227K -$2.16K -17 -0.8%
CT
1413
Caldwell Trust
Florida
$227K -$32.5K -256 -11%
AC
1414
Avory & Company
Florida
$226K -$70.7K -557 -21%
Aspiriant LLC
1415
Aspiriant LLC
California
$226K +$50.8K +400 +24%
CCB
1416
Cutter & Co Brokerage
Missouri
$226K -$9.27K -73 -3%
FMP
1417
Financial Management Professionals
Texas
$226K -$48K -378 -16%
PPWM
1418
Paragon Private Wealth Management
Kentucky
$226K +$127 +1 +0%
BCA
1419
Bay Colony Advisors
Massachusetts
$224K +$6.98K +55 +3%
MFA
1420
Mayflower Financial Advisors
Massachusetts
$224K +$35.7K +281 +16%
SHGA
1421
Sand Hill Global Advisors
California
$224K – – –
SFG
1422
Sovereign Financial Group
Connecticut
$223K +$1.9K +15 +0.7%
KCPG
1423
Kavar Capital Partners Group
Kansas
$223K – – –
RCAG
1424
Rehmann Capital Advisory Group
Michigan
$223K +$256K +2,014 New
PTB
1425
Pioneer Trust Bank
Oregon
$222K – – –