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Name Holding Trade Value Shares
Change
Change in
Stake
PB
1026
Pinnacle Bancorp
Nebraska
$398K -$24.5K -198 -6%
EWM
1027
Empirical Wealth Management
Washington
$398K -$411K -3,326 -50%
SNB
1028
Security National Bank
Nebraska
$396K -$742 -6 -0.2%
NP
1029
NorthRock Partners
Minnesota
$396K +$103K +834 +33%
BJL
1030
Brighton Jones LLC
Washington
$395K +$413K +3,343 New
MPPW
1031
Mitchell & Pahl Private Wealth
Oklahoma
$395K -$40.1K -324 -9%
SAM
1032
S.A. Mason
Michigan
$392K +$1.73K +14 +0.4%
UPS
1033
UHLMANN PRICE SECURITIES
Illinois
$390K
AA
1034
Auxano Advisors
Washington
$389K +$407K +3,289 New
IAS
1035
Insigneo Advisory Services
Florida
$389K -$299K -2,414 -42%
FNBOO
1036
First National Bank of Omaha
Nebraska
$387K -$753K -6,092 -65%
AFP
1037
Ausdal Financial Partners
Iowa
$387K -$108K -877 -21%
AM
1038
AGF Management
Ontario, Canada
$387K -$4.7K -38 -1%
SFO
1039
Stokes Family Office
Louisiana
$386K -$12.9K -104 -3%
SAM
1040
Secure Asset Management
Michigan
$386K +$21.9K +177 +6%
SC
1041
Searle & Co
Connecticut
$385K
VVP
1042
Venture Visionary Partners
Ohio
$385K +$9.27K +75 +2%
CWM
1043
Chemistry Wealth Management
New York
$385K +$403K +3,259 New
RP
1044
Riverwater Partners
Wisconsin
$383K +$36.2K +293 +10%
CWM
1045
Connecticut Wealth Management
Connecticut
$382K -$127K -1,027 -24%
AWM
1046
Aberdeen Wealth Management
Illinois
$381K
THCM
1047
Taylor Hoffman Capital Management
Virginia
$380K -$396K -3,202 -50%
AWM
1048
Avior Wealth Management
Nebraska
$380K -$44K -356 -10%
BST
1049
Bath Savings Trust
Maine
$379K -$112K -905 -22%
ST
1050
Sentinel Trust
Texas
$379K -$185K -1,500 -32%