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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1701
Owen LaRue
Kentucky
$768K -$29K -99 -4%
PCMM
1702
Piedmont Capital Management (Montana)
Montana
$768K +$17.6K +60 +2%
PWP
1703
Phillips Wealth Planners
Mississippi
$767K -$77.8K -266 -8%
KAS
1704
KPP Advisory Services
Kentucky
$767K +$57.4K +196 +8%
LTI
1705
Laffer Tengler Investments
Tennessee
$765K +$248K +848 +46%
WFA
1706
Wellspring Financial Advisors
Ohio
$763K -$6.44K -22 -0.8%
GBT
1707
Grove Bank & Trust
Florida
$761K -$606K -2,072 -44%
MAWA
1708
Moss Adams Wealth Advisors
Washington
$758K +$183K +626 +31%
AF
1709
Apexium Financial
Texas
$757K -$22.5K -77 -3%
E3F
1710
Eight 31 Financial
Texas
$756K -$391K -1,335 -33%
LWAM
1711
Legacy Wealth Asset Management
Minnesota
$754K -$7.02K -24 -0.9%
SAM
1712
Smartleaf Asset Management
Massachusetts
$754K +$96K +328 +14%
FPWM
1713
FSB Premier Wealth Management
Iowa
$753K -$6.73K -23 -0.9%
RWA
1714
Redhawk Wealth Advisors
Minnesota
$753K +$38.3K +131 +5%
EWM
1715
Evermay Wealth Management
Virginia
$753K +$31K +106 +4%
ATIA
1716
American Trust Investment Advisors
New Hampshire
$752K -$39.8K -136 -5%
MIM
1717
Merrion Investment Management
New Jersey
$751K +$51.2K +175 +7%
GA
1718
Geller Advisors
New York
$751K +$13.2K +45 +2%
GS
1719
GTS Securities
Florida
$747K +$769K +2,627 New
RBFC
1720
Roman Butler Fullerton & Co
Missouri
$747K +$153K +523 +24%
AGC
1721
Aspen Grove Capital
Colorado
$747K +$3.22K +11 +0.4%
PWW
1722
Pettyjohn Wood & White
Virginia
$746K +$14.6K +50 +2%
CC
1723
Callan Capital
California
$745K +$33.9K +116 +5%
DDC
1724
DF Dent & Co
Maryland
$744K +$117K +400 +18%
KCM
1725
Kathmere Capital Management
Pennsylvania
$743K -$86.9K -297 -10%