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Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
601
DB Wealth Management Group
California
$14K
IFS
602
Intelligent Financial Strategies
Minnesota
$14K +$13.2K +155 New
HF
603
Halpern Financial
Virginia
$13.4K +$12.7K +150 New
GAM
604
Gemmer Asset Management
California
$13K
HCM
605
Highlander Capital Management
New Jersey
$13K
IRC
606
Investors Research Corp
Georgia
$12K
VCM
607
Versant Capital Management
Arizona
$12K
NIC
608
Northwest Investment Counselors
Oregon
$12K +$11.6K +137 New
LC
609
Lindbrook Capital
California
$11K -$1.19K -14 -10%
FPB
610
First PREMIER Bank
South Dakota
$11K
NIM
611
NuWave Investment Management
New Jersey
$11K +$2.12K +25 +25%
WPA
612
West Paces Advisors
Georgia
$9.79K -$4.08K -48 -30%
BWA
613
BDO Wealth Advisors
Florida
$9K -$17.3K -204 -67%
GRP
614
Global Retirement Partners
California
$9K
GI
615
GS Investments
Minnesota
$9K
HWM
616
Holloway Wealth Management
Florida
$9K
HSA
617
Hussman Strategic Advisors
Maryland
$9K
GWS
618
Glassman Wealth Services
Virginia
$9K +$4.08K +48 +86%
CSB
619
City State Bank
Iowa
$9K +$8.5K +100 New
WAM
620
WFA Asset Management
Wisconsin
$8.9K +$8.5K +100 New
SWA
621
Sutton Wealth Advisors
Florida
$8.72K
EBA
622
Eagle Bay Advisors
New York
$8K -$5.78K -68 -43%
DWA
623
Delos Wealth Advisors
Texas
$8K +$7.56K +89 New
Optiver Holding
624
Optiver Holding
Netherlands
$8K +$7.82K +92 New
MCM
625
Manchester Capital Management
Vermont
$7K