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Name Holding Trade Value Shares
Change
Change in
Stake
DCBT
2526
Dakota Community Bank & Trust
North Dakota
$222K +$260K +5,849 New
TNAM
2527
Terra Nova Asset Management
New York
$221K -$31.1K -699 -11%
CFO
2528
CVA Family Office
Colorado
$220K -$189K -4,252 -42%
GM
2529
GeoWealth Management
Illinois
$220K +$11.3K +253 +5%
LTI
2530
Laffer Tengler Investments
Tennessee
$220K
MC
2531
Miramar Capital
Illinois
$219K -$531K -11,920 -67%
MCM
2532
Morton Capital Management
California
$218K -$25.4K -571 -9%
CIAS
2533
CFS Investment Advisory Services
New Jersey
$217K -$55K -1,234 -18%
VWA
2534
VERITY Wealth Advisors
United States
$217K
VBWMG
2535
Von Berge Wealth Management Group
California
$217K +$623 +14 +0.2%
HFS
2536
Heritage Financial Services
Massachusetts
$217K +$9.53K +214 +4%
BMCM
2537
Bryn Mawr Capital Management
Pennsylvania
$217K +$13.4K +302 +6%
JWM
2538
Janiczek Wealth Management
Colorado
$217K +$114K +2,561 +77%
PWC
2539
PYA Waltman Capital
Tennessee
$217K +$137K +3,086 +117%
CNB
2540
Camden National Bank
Maine
$216K -$4.85K -109 -2%
WHCI
2541
W.H. Cornerstone Investments
Massachusetts
$216K +$268K +6,014 New
FMTCOCP
2542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K
TW
2543
Towerpoint Wealth
California
$215K +$4.99K +112 +2%
SEIA
2544
Signature Estate & Investment Advisors
California
$214K -$152K -3,414 -38%
AC
2545
Applied Capital
Arkansas
$214K -$28.9K -650 -10%
BMM
2546
Buffington Mohr McNeal
Idaho
$214K
PWP
2547
Perfromance Wealth Partners
Illinois
$214K +$89 +2 +0%
LWMG
2548
Levy Wealth Management Group
Pennsylvania
$214K +$3.21K +72 +1%
HIP
2549
HUB Investment Partners
Texas
$213K -$89 -2 -0%
LFG
2550
Larson Financial Group
Missouri
$212K +$1.11K +25 +0.4%