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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1626
Institutional & Family Asset Management
Colorado
$18.2K -$6.04K -29 -25%
CSWM
1627
Cassady Schiller Wealth Management
Ohio
$17.8K +$17.5K +84 New
DWA
1628
Delos Wealth Advisors
Texas
$17K – – –
CNBTD
1629
Citizens National Bank Trust Department
Mississippi
$17K – – –
JFA
1630
JNBA Financial Advisors
Minnesota
$16.7K -$833 -4 -5%
FA
1631
Fiduciary Alliance
South Carolina
$16.3K +$16K +77 New
CDIA
1632
Capital Directions Investment Advisors
Georgia
$15.9K +$15.6K +75 New
MIM
1633
Macroview Investment Management
Maryland
$15.3K +$15K +72 New
IWP
1634
IAG Wealth Partners
Wisconsin
$15K -$1.87K -9 -11%
PG
1635
Proffitt & Goodson
Tennessee
$15K – – –
FMP
1636
Financial Management Professionals
Texas
$15K +$624 +3 +4%
BC
1637
Barrett & Company
Rhode Island
$14.6K – – –
WAM
1638
WFA Asset Management
Wisconsin
$13.5K +$208 +1 +2%
FFL
1639
Financial Freedom LLC
Ohio
$13.3K +$13.1K +63 New
QL
1640
Quarry LP
New York
$13.1K +$12.9K +62 New
TFA
1641
Toth Financial Advisory
Virginia
$13K -$85.5K -411 -87%
SN
1642
Sittner & Nelson
Oregon
$12.7K – – –
LWP
1643
Lumature Wealth Partners
Georgia
$12.1K -$9.78K -47 -45%
HFM
1644
Harvest Fund Management
China
$12K -$43.1K -207 -79%
LFA
1645
Legend Financial Advisors
Pennsylvania
$11.4K +$3.75K +18 +50%
WAS
1646
Winch Advisory Services
Wisconsin
$11K +$208 +1 +2%
BAM
1647
Bellevue Asset Management
Washington
$10.8K – – –
FP
1648
Financial Perspectives
Minnesota
$10.6K – – –
DI
1649
Disciplined Investments
Oklahoma
$10.4K – – –
BWL
1650
Bogart Wealth LLC
Virginia
$9.75K -$5.41K -26 -36%