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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
2201
Benjamin Edwards Inc
Missouri
$29K – – –
MAM
2202
Marquette Asset Management
Minnesota
$27K – – –
AS
2203
Altshuler Shaham
Israel
$27K +$26.8K +296 New
MWC
2204
MBM Wealth Consultants
Missouri
$25K +$1.81K +20 +8%
FEG
2205
Financial Enhancement Group
Indiana
$24K – – –
SSWG
2206
Seven Springs Wealth Group
Tennessee
$24K – – –
AA
2207
AlphaMark Advisors
Kentucky
$24K +$20.6K +228 +616%
WR
2208
Watson Rebecca
$23K +$23K +255 New
TCCM
2209
Timber Creek Capital Management
Massachusetts
$21K -$23.5K -260 -52%
RWM
2210
Raffa Wealth Management
District of Columbia
$20.1K – – –
TIM
2211
Tortoise Investment Management
New York
$20K -$36.2K -400 -65%
CIAS
2212
CBIZ Investment Advisory Services
Ohio
$20K – – –
CWAF
2213
Core Wealth Advisors (Florida)
Florida
$18K – – –
GIC
2214
Gantzert Investment Company
Illinois
$18K +$18.1K +200 New
LFG
2215
LifePlan Financial Group
Ohio
$17K – – –
PW
2216
Price Wealth
Texas
$17K +$15.3K +169 +939%
HF
2217
Halpern Financial
Virginia
$16.5K – – –
FNBOSM
2218
First National Bank of South Miami
Florida
$16K – – –
SNBOSCI
2219
Security National Bank of Sioux City Iowa
Iowa
$16K – – –
SFG
2220
Sowa Financial Group
Rhode Island
$16K +$4.52K +50 +38%
MWA
2221
MFA Wealth Advisors
Pennsylvania
$15.5K +$15.4K +170 New
BBA
2222
Braun-Bostich & Associates
Pennsylvania
$15K – – –
CMA
2223
Cedar Mountain Advisors
Oregon
$15K +$90 +1 +0.6%
GC
2224
Grace Capital
Massachusetts
$14K – – –
VEA
2225
Virtus ETF Advisers
New York
$13K – – –