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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
1451
Swisher Financial Concepts
Ohio
$606K +$291K +1,705 +100%
FH
1452
FWG Holdings
Florida
$605K +$8.52K +50 +2%
WT
1453
Washington Trust
Rhode Island
$603K +$3.92K +23 +0.7%
IIC
1454
Ironwood Investment Counsel
Arizona
$601K
LWM
1455
Lodestone Wealth Management
Washington
$600K -$158K -927 -21%
KOC
1456
Koss-Olinger Consulting
Florida
$598K +$67.1K +394 +13%
RA
1457
Ruggaard & Associates
Ohio
$596K +$36K +211 +7%
HCM
1458
Hollencrest Capital Management
California
$595K +$243K +1,428 +72%
BOM
1459
Bank of Marin
California
$592K +$511 +3 +0.1%
NIG
1460
NFJ Investment Group
Texas
$591K -$376K -2,207 -39%
BFO
1461
Boston Family Office
Massachusetts
$590K +$238K +1,399 +70%
MA
1462
Modus Advisors
Minnesota
$589K +$578K +3,390 New
TGAM
1463
TBH Global Asset Management
Tennessee
$588K +$41.1K +241 +8%
DBRC
1464
D.B. Root & Company
Pennsylvania
$588K -$178K -1,042 -24%
PWP
1465
Phillips Wealth Planners
Mississippi
$586K +$511 +3 +0.1%
GI
1466
Gradient Investments
Minnesota
$586K -$30K -176 -5%
MSRI
1467
Michael S. Ryan Inc
New York
$580K +$16.9K +99 +3%
LA
1468
Latitude Advisors
Florida
$578K +$19.8K +116 +4%
CFO
1469
CVA Family Office
Colorado
$578K -$23.5K -138 -4%
HFP
1470
Holistic Financial Partners
Indiana
$577K +$17.7K +104 +3%
EPAM
1471
Euro Pacific Asset Management
Puerto Rico
$577K -$10.9K -64 -2%
APWA
1472
Atlas Private Wealth Advisors
New Jersey
$576K +$1.53K +9 +0.3%
CIAS
1473
Capital Investment Advisory Services
North Carolina
$575K +$3.07K +18 +0.5%
AGP
1474
Autumn Glory Partners
Texas
$573K +$529K +3,106 New
BHC
1475
Bowen Hanes & Co
Florida
$571K