Name Holding Trade Value Shares
Change
Change in
Stake
SBF
1651
Sara-Bay Financial
Florida
$1.22M -$1.99K -36 -0.2%
BOC
1652
Barbara Oil Co
Illinois
$1.22M – – –
IAA
1653
Ironsides Asset Advisors
North Carolina
$1.21M -$105K -1,898 -8%
SGK
1654
Steigerwald Gordon & Koch
Virginia
$1.21M +$10.3K +187 +0.8%
WW
1655
Westshore Wealth
California
$1.21M -$405K -7,314 -25%
FMTCOCP
1656
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.21M -$11.2K -202 -0.9%
OC
1657
Oarsman Capital
Wisconsin
$1.21M -$39K -705 -3%
EN1L
1658
Engine No 1 LLC
California
$1.21M +$502K +9,080 +69%
VFPI
1659
Vantage Financial Partners (Illinois)
Illinois
$1.2M +$144K +2,600 +13%
V
1660
VeraBank
Texas
$1.2M – – –
IFWM
1661
Institute for Wealth Management
Colorado
$1.2M +$17.9K +324 +1%
CAC
1662
Certified Advisory Corp
Florida
$1.2M +$7.14K +129 +0.6%
GFS
1663
GYL Financial Synergies
Connecticut
$1.2M +$7.8K +141 +0.6%
TF
1664
Trek Financial
Arizona
$1.19M +$189K +3,409 +18%
APWM
1665
Atlas Private Wealth Management
New York
$1.19M -$99.2K -1,794 -8%
IWA
1666
IVC Wealth Advisors
Pennsylvania
$1.19M +$8.19K +148 +0.7%
BFPW
1667
BOK Financial Private Wealth
Colorado
$1.18M +$153K +2,773 +14%
CWA
1668
Canvas Wealth Advisors
Kansas
$1.18M +$270K +4,885 +29%
THWM
1669
Taylor Hoffman Wealth Management
Virginia
$1.18M -$183K -3,311 -13%
LFA
1670
Legacy Financial Advisors
Kentucky
$1.18M +$184K +3,328 +18%
DIP
1671
DT Investment Partners
Pennsylvania
$1.18M +$342K +6,185 +40%
MWM
1672
Modera Wealth Management
New Jersey
$1.18M +$51.8K +937 +4%
BA
1673
Bridgewater Associates
Connecticut
$1.18M +$67.1K +1,213 +6%
EVC
1674
Eidelman Virant Capital
Missouri
$1.17M +$301K +5,440 +34%
RWM
1675
Ritholtz Wealth Management
New York
$1.17M -$9.79K -177 -0.8%