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Name Holding Trade Value Shares
Change
Change in
Stake
InvesTrust
3401
InvesTrust
Oklahoma
$7.35M -$192K -671 -3%
ASBI
3402
American State Bank (Iowa)
Iowa
$7.34M +$200K +699 +3%
Figure 8 Investment Strategies
3403
Figure 8 Investment Strategies
Idaho
$7.34M -$134K -469 -2%
Keyvantage Wealth
3404
Keyvantage Wealth
Pennsylvania
$7.33M +$3.58M +12,528 +98%
InTrack Investment Management
3405
InTrack Investment Management
Vermont
$7.32M +$49.5K +173 +0.7%
Uncommon Cents Investing
3406
Uncommon Cents Investing
Wisconsin
$7.32M +$12K +42 +0.2%
PA
3407
PSI Advisors
Florida
$7.32M -$1.51M -5,272 -17%
Sandro Wealth Management
3408
Sandro Wealth Management
New Jersey
$7.31M +$349K +1,220 +5%
Adamsbrown Wealth Consultants
3409
Adamsbrown Wealth Consultants
Kansas
$7.31M -$114K -399 -2%
Taylor & Morgan Wealth Management
3410
Taylor & Morgan Wealth Management
Michigan
$7.31M -$103K -360 -1%
CFG
3411
Chapman Financial Group
Hawaii
$7.3M -$61.2K -214 -0.8%
Legacy Financial Independent Advisors
3412
Legacy Financial Independent Advisors
Kentucky
$7.3M +$5.28M +18,465 +273%
AT
3413
Arlington Trust
Alabama
$7.3M +$644K +2,251 +10%
Ceera Investments
3414
Ceera Investments
Texas
$7.29M -$119K -415 -2%
RFG - Bristol Wealth Advisors
3415
RFG - Bristol Wealth Advisors
Massachusetts
$7.29M +$10.6K +37 +0.1%
Kessler Investment Group
3416
Kessler Investment Group
Indiana
$7.29M -$126K -441 -2%
Beck Bode LLC
3417
Beck Bode LLC
Massachusetts
$7.28M -$182K -637 -2%
Lionshead Wealth Management
3418
Lionshead Wealth Management
New York
$7.28M +$287K +1,005 +4%
Flagship Wealth Advisors
3419
Flagship Wealth Advisors
Massachusetts
$7.27M +$3.57M +12,491 +99%
FAG
3420
Fortitude Advisory Group
Washington
$7.26M +$286 +1 +0%
Butensky & Cohen Financial Security
3421
Butensky & Cohen Financial Security
Florida
$7.25M -$160K -561 -2%
LWA
3422
Legacy Wealth Advisors
Florida
$7.25M +$738K +2,579 +11%
AMG Asset Management Group
3423
AMG Asset Management Group
Georgia
$7.25M +$191K +667 +3%
Fulcrum Wealth Advisors
3424
Fulcrum Wealth Advisors
Washington
$7.24M +$1.85M +6,480 +35%
Fuller & Thaler Asset Management
3425
Fuller & Thaler Asset Management
California
$7.24M – – –