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Name Holding Trade Value Shares
Change
Change in
Stake
NWS
3176
Nvest Wealth Strategies
Ohio
$27K +$4.13K +12 +18%
GA
3177
GoalVest Advisory
New York
$27K +$18.2K +53 +196%
ICCON
3178
Investment Counsel Company of Nevada
Nevada
$27K +$27.5K +80 New
TC
3179
Trust Company
Kansas
$26K – – –
BFPW
3180
BOK Financial Private Wealth
Colorado
$25.4K -$49.2K -143 -66%
RG
3181
RHL Group
Michigan
$25K +$21.3K +62 +517%
JGIA
3182
Jackson Grant Investment Advisers
Connecticut
$24.7K – – –
B
3183
Bayban
Minnesota
$24.3K – – –
BHWM
3184
Bay Harbor Wealth Management
Maryland
$23.7K – – –
EWM
3185
Evermay Wealth Management
Virginia
$23K +$23.4K +68 New
MPW
3186
MASECO Private Wealth
$22.7K -$16.5K -48 -42%
SC
3187
SouthState Corp
Florida
$22.3K -$17.6K -51 -44%
CAM
3188
Clarity Asset Management
Iowa
$22K +$22.4K +65 New
MSG
3189
Main Street Group
Virginia
$22K +$22.4K +65 New
SGFG
3190
Silver Grove Financial Group
New York
$22K +$22.4K +65 New
KCM
3191
Key Capital Management
Tennessee
$21.3K +$21.7K +63 New
CTWM
3192
Cherry Tree Wealth Management
Minnesota
$21K – – –
NIG
3193
NFJ Investment Group
Texas
$21K – – –
DWM
3194
Darwin Wealth Management
Florida
$20.4K – – –
BAM
3195
Bellevue Asset Management
Washington
$20.3K – – –
PMIM
3196
Prudent Man Investment Management
Colorado
$19.8K – – –
DCM
3197
Davis Capital Management
Florida
$19.6K – – –
RCM
3198
Richardson Capital Management
Wisconsin
$19.3K +$16.5K +48 +533%
SRCM
3199
Signature Resources Capital Management
California
$18.6K +$12K +35 +175%
BH
3200
Burk Holdings
Oklahoma
$18.3K +$18.6K +54 New