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Name Holding Trade Value Shares
Change
Change in
Stake
USB
601
Union Savings Bank
Connecticut
$15K – – –
LAS
602
LWM Advisory Services
Florida
$15K +$16.3K +200 New
VCM
603
Versant Capital Management
Arizona
$14.9K -$1.63K -20 -9%
CSWM
604
Cassady Schiller Wealth Management
Ohio
$14.5K – – –
CSC
605
Caldwell Sutter Capital
California
$14.4K – – –
EWA
606
EverSource Wealth Advisors
Alabama
$13.9K -$3.34K -41 -18%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$12.7K – – –
IFS
608
Intelligent Financial Strategies
Minnesota
$11.6K – – –
HCM
609
Highlander Capital Management
New Jersey
$11K – – –
OA
610
Operose Advisors
Wisconsin
$11K +$11.5K +141 +2,350%
DWMG
611
DB Wealth Management Group
California
$10.6K – – –
NIC
612
Northwest Investment Counselors
Oregon
$10.3K – – –
IRC
613
Investors Research Corp
Georgia
$10.2K – – –
GKIM
614
GW&K Investment Management
Massachusetts
$10K +$82 +1 +0.8%
SWA
615
Sutton Wealth Advisors
Florida
$9.58K -$897 -11 -8%
MCM
616
Manchester Capital Management
Vermont
$9.21K +$2.61K +32 +35%
FPB
617
First PREMIER Bank
South Dakota
$9K – – –
RWM
618
Ruedi Wealth Management
Illinois
$8.88K – – –
WPA
619
West Paces Advisors
Georgia
$8.23K – – –
GRP
620
Global Retirement Partners
California
$7.72K +$163 +2 +2%
GI
621
GS Investments
Minnesota
$7.71K – – –
WAM
622
WFA Asset Management
Wisconsin
$7.7K +$82 +1 +1%
CT
623
Caldwell Trust
Florida
$7.48K -$71.8K -881 -90%
GGI
624
Godsey & Gibb Inc
Virginia
$7.48K – – –
HSA
625
Hussman Strategic Advisors
Maryland
$7.48K – – –