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Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
2201
LSV Asset Management
Illinois
$57K – – –
MAM
2202
Marquette Asset Management
Minnesota
$53K – – –
EWM
2203
Edge Wealth Management
New York
$53K +$20.1K +32 +53%
CFFP
2204
Center for Financial Planning
Michigan
$52K – – –
LAS
2205
Lloyd Advisory Services
Georgia
$49K -$3.78K -6 -7%
CWP
2206
Concord Wealth Partners
Virginia
$48K -$36.5K -58 -41%
BMD
2207
Better Money Decisions
New Mexico
$47K – – –
RIM
2208
Rockbridge Investment Management
New York
$47K – – –
LWANC
2209
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K – – –
VCM
2210
Vigilant Capital Management
Maine
$45K +$8.81K +14 +22%
TAM
2211
Tucker Asset Management
Colorado
$43.6K – – –
CHA
2212
Carmichael Hill & Associates
Maryland
$43K – – –
FPB
2213
First PREMIER Bank
South Dakota
$43K – – –
VNIM
2214
Vaughan Nelson Investment Management
Texas
$43K +$47.2K +75 New
DCM
2215
Disciplina Capital Management
Tennessee
$41.5K +$1.26K +2 +3%
CFN
2216
Cordasco Financial Network
Florida
$41K – – –
EWA
2217
Evolution Wealth Advisors
Florida
$40K – – –
JWA
2218
JFS Wealth Advisors
Pennsylvania
$39K +$37.8K +60 +857%
CMA
2219
Cedar Mountain Advisors
Oregon
$36K – – –
FFC
2220
First Financial Corp
Indiana
$36K – – –
RBC
2221
Roble Belko & Company
Pennsylvania
$35K – – –
ICM
2222
Islay Capital Management
Texas
$34K -$15.7K -25 -30%
CT
2223
Clearstead Trust
Maine
$33K – – –
IF
2224
Ironwood Financial
Arizona
$33K – – –
SC
2225
Steph & Co
Wisconsin
$33K – – –