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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1726
Annis Gardner Whiting Capital Advisors
Florida
$755K +$257K +6,340 +52%
WFC
1727
Western Financial Corp
California
$754K
RIP
1728
Reliant Investment Partners
North Carolina
$753K -$10.7K -264 -1%
KJWM
1729
Kiley Juergens Wealth Management
Washington
$750K +$8.23K +203 +1%
MA
1730
MCF Advisors
Kentucky
$749K +$398K +9,818 +114%
WAG
1731
Wallace Advisory Group
California
$749K -$279K -6,883 -27%
WC
1732
Westerkirk Capital
$749K -$469K -11,572 -39%
SDH
1733
Sloy Dahl & Holst
Washington
$744K -$40.7K -1,004 -5%
NSIM
1734
North Star Investment Management
Illinois
$744K -$690 -17 -0.1%
BBFA
1735
Brindle & Bay Financial Advisors
Texas
$744K +$741K +18,263 New
SWA
1736
Sax Wealth Advisors
New Jersey
$743K -$233K -5,741 -24%
PIM
1737
Penobscot Investment Management
Massachusetts
$743K -$202K -4,982 -21%
CWG
1738
Cornerstone Wealth Group
North Carolina
$742K +$81.6K +2,012 +12%
WETS
1739
Wealth Enhancement Trust Services
South Dakota
$741K +$738K +18,204 New
FWP
1740
FAS Wealth Partners
Kansas
$741K -$1.74K -43 -0.2%
RHDIC
1741
R.H. Dinel Investment Counsel
California
$741K
NHT
1742
New Hampshire Trust
New Hampshire
$740K -$17.4K -429 -2%
MSWM
1743
McGlone Suttner Wealth Management
Wisconsin
$739K -$12.3K -304 -2%
CL
1744
COWA LLC
Oklahoma
$738K +$48.1K +1,185 +7%
ACGA
1745
Atlanta Consulting Group Advisors
Georgia
$738K +$38.4K +946 +6%
TDB
1746
Thompson David Blair
$736K +$733K +18,077 New
DWA
1747
Douglass Winthrop Advisors
New York
$736K -$502K -12,374 -41%
SFC
1748
Sprinkle Financial Consultants
Colorado
$735K -$36.5K -899 -5%
SWMG
1749
Stillwater Wealth Management Group
Florida
$733K -$156K -3,840 -18%
FB
1750
First Bancorp
Maine
$733K +$24.9K +615 +4%