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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1526
Seven Mile Advisory
New Jersey
$254K +$217K +1,781 New
VA
1527
Vident Advisory
Georgia
$253K -$80.4K -659 -27%
PB
1528
Pinnacle Bancorp
Nebraska
$253K +$20.5K +168 +10%
FSCM
1529
Front Street Capital Management
Montana
$253K
PPWM
1530
Paragon Private Wealth Management
Kentucky
$252K -$32.7K -268 -13%
TIA
1531
Traphagen Investment Advisors
New Jersey
$252K +$216K +1,767 New
RIA
1532
Realta Investment Advisors
Delaware
$251K -$8.67K -71 -4%
BG
1533
Benedetti & Gucer
Georgia
$251K +$215K +1,760 New
MAWA
1534
Moss Adams Wealth Advisors
Washington
$250K +$214K +1,753 New
CG
1535
CFO4Life Group
Texas
$249K +$214K +1,751 New
CCM
1536
Canal Capital Management
Virginia
$249K -$63.6K -521 -23%
WIM
1537
Westside Investment Management
California
$249K -$13.2K -108 -6%
FMP
1538
Financial Management Professionals
Texas
$248K -$37.1K -304 -15%
PMSA
1539
Patrick M. Sweeney & Associates
Illinois
$247K +$212K +1,734 New
BFO
1540
Biltmore Family Office
North Carolina
$247K +$212K +1,733 New
FA
1541
Fiducient Advisors
Illinois
$247K +$211K +1,732 New
WIC
1542
Woodmont Investment Counsel
Tennessee
$245K +$210K +1,723 New
VAG
1543
VisionPoint Advisory Group
Texas
$245K -$20K -164 -9%
VST
1544
Van Strum & Towne
California
$245K -$12.2K -100 -5%
NWM
1545
Northwest Wealth Management
Iowa
$245K -$197K -1,612 -48%
CCIA
1546
Cherry Creek Investment Advisors
Colorado
$244K +$209K +1,716 New
PFT
1547
Providence First Trust
Arizona
$244K +$209K +1,715 New
TCM
1548
Triumph Capital Management
Colorado
$244K +$209K +1,715 New
WCWM
1549
Willow Creek Wealth Management
California
$242K +$208K +1,702 New
SAM
1550
S.A. Mason
Michigan
$242K