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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
1501
Vista Capital Partners
Oregon
$346K
PSB
1502
Piscataqua Savings Bank
New Hampshire
$346K +$106K +700 +56%
PGF
1503
Plan Group Financial
Oklahoma
$346K +$297K +1,951 New
CBFP
1504
Cedar Brook Financial Partners
Ohio
$345K +$7.3K +48 +3%
TW
1505
TritonPoint Wealth
Maryland
$344K -$233K -1,532 -39%
DCBT
1506
Dakota Community Bank & Trust
North Dakota
$344K +$16.6K +109 +6%
PWM
1507
PBMares Wealth Management
Virginia
$342K +$18.9K +124 +7%
TPA
1508
Trivium Point Advisory
Connecticut
$341K -$456 -3 -0.2%
NFG
1509
Northeast Financial Group
Pennsylvania
$340K +$292K +1,917 New
IWA
1510
IVC Wealth Advisors
Pennsylvania
$339K -$1.22K -8 -0.4%
BTI
1511
Blue Trust Inc
Georgia
$339K -$25.4K -167 -8%
CWA
1512
Clarity Wealth Advisors
California
$339K -$30.1K -198 -9%
OPOWM
1513
One Plus One Wealth Management
Florida
$338K +$291K +1,910 New
EP
1514
EPIQ Partners
Minnesota
$338K
BHA
1515
Beech Hill Advisors
New York
$338K -$152K -1,000 -34%
WIM
1516
WealthPlan Investment Management
Nebraska
$337K -$66.8K -439 -19%
VC
1517
Vicus Capital
Pennsylvania
$336K +$288K +1,896 New
FBT
1518
First Bank & Trust
South Dakota
$336K -$11.3K -74 -4%
SB
1519
Simmons Bank
Arkansas
$335K -$25.6K -168 -8%
RWA
1520
Redhawk Wealth Advisors
Minnesota
$335K -$21.4K -141 -7%
Bank Julius Baer & Co
1521
Bank Julius Baer & Co
Switzerland
$335K +$272K +1,790 +1,790%
PPP
1522
Private Portfolio Partners
New Jersey
$334K +$15.7K +103 +6%
HIA
1523
Harbor Investment Advisory
Maryland
$334K +$129K +847 +82%
PBK
1524
Peoples Bank (Kansas)
Kansas
$333K
OC
1525
Oakworth Capital
Alabama
$332K -$35.6K -234 -11%