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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1526
Private Portfolio Partners
New Jersey
$254K +$218K +1,783 New
SMA
1527
Seven Mile Advisory
New Jersey
$254K +$217K +1,781 New
Vident Advisory
1528
Vident Advisory
Georgia
$253K -$80.4K -659 -27%
PB
1529
Pinnacle Bancorp
Nebraska
$253K +$20.5K +168 +10%
FSCM
1530
Front Street Capital Management
Montana
$253K – – –
PPWM
1531
Paragon Private Wealth Management
Kentucky
$252K -$32.7K -268 -13%
TIA
1532
Traphagen Investment Advisors
New Jersey
$252K +$216K +1,767 New
RIA
1533
Realta Investment Advisors
Delaware
$251K -$8.67K -71 -4%
BG
1534
Benedetti & Gucer
Georgia
$251K +$215K +1,760 New
MAWA
1535
Moss Adams Wealth Advisors
Washington
$250K +$214K +1,753 New
CG
1536
CFO4Life Group
Texas
$249K +$214K +1,751 New
CCM
1537
Canal Capital Management
Virginia
$249K -$63.6K -521 -23%
WIM
1538
Westside Investment Management
California
$249K -$13.2K -108 -6%
FMP
1539
Financial Management Professionals
Texas
$248K -$37.1K -304 -15%
PMSA
1540
Patrick M. Sweeney & Associates
Illinois
$247K +$212K +1,734 New
BFO
1541
Biltmore Family Office
North Carolina
$247K +$212K +1,733 New
FA
1542
Fiducient Advisors
Illinois
$247K +$211K +1,732 New
WIC
1543
Woodmont Investment Counsel
Tennessee
$245K +$210K +1,723 New
VAG
1544
VisionPoint Advisory Group
Texas
$245K -$20K -164 -9%
VST
1545
Van Strum & Towne
California
$245K -$12.2K -100 -5%
NWM
1546
Northwest Wealth Management
Iowa
$245K -$197K -1,612 -48%
CCIA
1547
Cherry Creek Investment Advisors
Colorado
$244K +$209K +1,716 New
PFT
1548
Providence First Trust
Arizona
$244K +$209K +1,715 New
TCM
1549
Triumph Capital Management
Colorado
$244K +$209K +1,715 New
WCWM
1550
Willow Creek Wealth Management
California
$242K +$208K +1,702 New