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Name Holding Trade Value Shares
Change
Change in
Stake
IWAO
1776
Independence Wealth Advisors (Ohio)
Ohio
$1.3M -$86K -250 -6%
BAM
1777
Berkshire Asset Management
Pennsylvania
$1.3M +$26.5K +77 +2%
SWM
1778
Stockman Wealth Management
Montana
$1.29M +$105K +304 +9%
LCWP
1779
Legacy Capital Wealth Partners
Arkansas
$1.29M +$135K +392 +11%
SC
1780
Seldon Capital
California
$1.29M – – –
RYIA
1781
Roehl & Yi Investment Advisors
Oregon
$1.29M -$433K -1,258 -25%
SCA
1782
Sassicaia Capital Advisers
New York
$1.29M +$550K +1,598 +72%
VBCG
1783
Valley Brook Capital Group
Pennsylvania
$1.29M +$43K +125 +3%
SVWAG
1784
Sound View Wealth Advisors Group
Georgia
$1.28M -$150K -437 -10%
TFA
1785
Transamerica Financial Advisors
Florida
$1.28M +$445K +1,292 +52%
GFWA
1786
Grey Fox Wealth Advisors
Delaware
$1.28M -$7.23K -21 -0.6%
VWM
1787
Vertrix Wealth Management
Michigan
$1.27M +$1.3M +3,769 New
AA
1788
Ahara Advisors
New Jersey
$1.27M +$87.8K +255 +7%
KJWM
1789
Kiley Juergens Wealth Management
Washington
$1.27M +$1.29M +3,755 New
EAM
1790
Evanson Asset Management
California
$1.27M +$178K +516 +16%
LA
1791
Latitude Advisors
Florida
$1.26M +$344 +1 +0%
YWS
1792
Yarger Wealth Strategies
Ohio
$1.26M +$75.7K +220 +6%
PDL
1793
Portfolio Design Labs
California
$1.26M +$414K +1,202 +48%
BSC
1794
Brown Shipley & Co
United Kingdom
$1.26M -$31.7K -92 -2%
IIC
1795
Ironwood Investment Counsel
Arizona
$1.26M +$23.4K +68 +2%
ECM
1796
Elgethun Capital Management
South Dakota
$1.26M – – –
LWM
1797
Lodestone Wealth Management
Washington
$1.25M -$13.8K -40 -1%
VPI
1798
Value Partners Investments
Manitoba, Canada
$1.25M -$65K -189 -5%
PGF
1799
Plan Group Financial
Oklahoma
$1.25M -$105K -306 -8%
SMC
1800
Smith, Moore & Co
Missouri
$1.25M -$87.4K -254 -6%