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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1551
Probity Advisors
Texas
$262K -$120K -969 -33%
IF
1552
Intrua Financial
Texas
$262K +$239K +1,922 New
1IA
1553
1834 Investment Advisors
Wisconsin
$261K +$239K +1,921 New
GFA
1554
Gallagher Fiduciary Advisors
Illinois
$261K +$238K +1,917 New
PFBT
1555
Parkside Financial Bank & Trust
Missouri
$260K +$32.8K +264 +16%
SMA
1556
Seven Mile Advisory
New Jersey
$260K -$17.4K -140 -7%
BB
1557
Busey Bank
Illinois
$258K -$28.6K -230 -11%
AWM
1558
AllSquare Wealth Management
New York
$258K
CWA
1559
CM Wealth Advisors
Ohio
$257K +$226K +1,820 New
AWM
1560
Accel Wealth Management
Iowa
$257K +$234K +1,887 New
RP
1561
Riverbridge Partners
Minnesota
$256K -$106K -853 -31%
JWM
1562
JGP Wealth Management
Oregon
$256K +$234K +1,883 New
BOM
1563
Bank of Marin
California
$256K +$233K +1,879 New
CPG
1564
Custom Portfolio Group
Colorado
$254K
AI
1565
Accredited Investors
Minnesota
$254K +$232K +1,867 New
AA
1566
Addison Advisors
Vermont
$254K +$10.2K +82 +5%
PCA
1567
Prosperity Capital Advisors
Ohio
$252K +$230K +1,854 New
FFO
1568
Fiduciary Family Office
Florida
$252K -$126K -1,012 -35%
Jones Financial Companies
1569
Jones Financial Companies
Missouri
$252K +$138K +1,115 +151%
SFO
1570
Stokes Family Office
Louisiana
$252K +$230K +1,850 New
GSC
1571
Ground Swell Capital
South Carolina
$252K +$230K +1,849 New
BFC
1572
Bedel Financial Consulting
Indiana
$251K +$230K +1,848 New
SWA
1573
Sax Wealth Advisors
New Jersey
$251K +$230K +1,848 New
CVA
1574
Central Valley Advisors
California
$251K +$229K +1,845 New
BWM
1575
BigSur Wealth Management
Florida
$250K -$31.4K -253 -12%