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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1701
Brendel Financial Advisors
New Hampshire
$1.05M -$3.15M -23,978 -75%
IA
1702
Integrity Alliance
Iowa
$1.05M +$205K +1,560 +25%
BCM
1703
BluePath Capital Management
Georgia
$1.04M +$159K +1,213 +18%
Institute for Wealth Management
1704
Institute for Wealth Management
Colorado
$1.04M +$4.59K +35 +0.5%
Northside Capital Management
1705
Northside Capital Management
Oregon
$1.04M +$2.89K +22 +0.3%
HCA
1706
Harbour Capital Advisors
Virginia
$1.04M +$1.31K +10 +0.1%
Meridian Wealth Advisors
1707
Meridian Wealth Advisors
Texas
$1.03M +$21.7K +165 +2%
TFIPS
1708
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.03M – – –
CTC
1709
Cetera Trust Company
Minnesota
$1.03M – – –
Watts Gwilliam & Co
1710
Watts Gwilliam & Co
Arizona
$1.03M -$39.4K -300 -4%
ICM
1711
IMS Capital Management
Oregon
$1.03M -$173K -1,318 -15%
RMP
1712
Richards, Merrill & Peterson
Washington
$1.03M -$4.73K -36 -0.5%
Patten Group
1713
Patten Group
Tennessee
$1.03M -$9.19K -70 -0.9%
BIA
1714
Beacon Investment Advisors
Maryland
$1.03M +$6.04K +46 +0.6%
LAM
1715
Lountzis Asset Management
Pennsylvania
$1.02M – – –
FI
1716
Finivi Inc
Massachusetts
$1.02M -$2.89K -22 -0.3%
DI
1717
Diligent Investors
California
$1.02M +$13.1K +100 +1%
LHC
1718
Little House Capital
Massachusetts
$1.02M +$4.73K +36 +0.5%
FFL
1719
Future Fund LLC
Illinois
$1.02M +$198K +1,505 +25%
Oakworth Capital
1720
Oakworth Capital
Alabama
$1.01M +$23.9K +182 +2%
CWA
1721
Consilium Wealth Advisory
Texas
$1.01M +$13.4K +102 +1%
Goelzer Investment Management
1722
Goelzer Investment Management
Indiana
$1.01M +$85.5K +651 +9%
First PREMIER Bank
1723
First PREMIER Bank
South Dakota
$1.01M -$25.7K -196 -3%
Westover Capital Advisors
1724
Westover Capital Advisors
Delaware
$1M -$9.19K -70 -0.9%
WPP
1725
Whalerock Point Partners
Rhode Island
$1M – – –