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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1926
Alchemi Wealth
Connecticut
$602K -$79K -1,684 -11%
OBAM
1927
ODDO BHF Asset Management
France
$601K -$49.6K -1,058 -7%
AB
1928
ANB Bank
Colorado
$600K -$30.7K -654 -4%
AWM
1929
Angeles Wealth Management
California
$599K -$10.4K -221 -2%
KOC
1930
Koss-Olinger Consulting
Florida
$598K -$105K -2,248 -14%
MPWS
1931
McCarter Private Wealth Services
Massachusetts
$597K +$9.38K +200 +1%
MIA
1932
MeadowBrook Investment Advisors
Michigan
$597K +$19.2K +410 +3%
SC
1933
Steph & Co
Wisconsin
$596K +$83.9K +1,789 +15%
SIC
1934
SJS Investment Consulting
Ohio
$596K -$30.9K -658 -4%
MWM
1935
Mascoma Wealth Management
New Hampshire
$595K -$13.5K -288 -2%
HWM
1936
Horizon Wealth Management
Illinois
$595K +$5.35K +114 +0.8%
AP
1937
Anchyra Partners
Georgia
$594K -$24.7K -526 -4%
FPWM
1938
FSB Premier Wealth Management
Iowa
$592K -$26.6K -567 -4%
V
1939
VeraBank
Texas
$592K -$62.8K -1,338 -9%
RIA
1940
Richwood Investment Advisors
Ohio
$591K +$12K +255 +2%
SFG
1941
Sovereign Financial Group
Connecticut
$590K +$38.2K +814 +6%
OC
1942
OceanIQ Capital
California
$589K +$585K +12,462 New
4WM
1943
44 Wealth Management
Oregon
$588K -$21.3K -454 -3%
VFG
1944
Victory Financial Group
Texas
$588K +$54.9K +1,171 +9%
EFSCE
1945
Enterprise Financial Services Corp (EFSC)
Missouri
$587K +$27.4K +583 +4%
VH
1946
Visionary Horizons
Tennessee
$586K +$2.49K +53 +0.4%
CFO
1947
CVA Family Office
Colorado
$584K -$46.3K -986 -7%
AA
1948
Armis Advisers
Georgia
$584K +$98.7K +2,104 +18%
SP
1949
SmartHarvest Portfolios
Washington
$583K +$249K +5,311 +63%
TWM
1950
Tradition Wealth Management
Minnesota
$580K -$512K -10,924 -44%