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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
3001
Indiana Trust & Investment Management
Indiana
$1.67M +$120K +700 +8%
FW
3002
FirstPurpose Wealth
Utah
$1.67M +$1.71M +10,020 New
NFG
3003
Norris Financial Group
South Carolina
$1.67M -$199K -1,160 -10%
OAM
3004
Occidental Asset Management
California
$1.67M +$171K +1,000 +11%
EPM
3005
Equitec Proprietary Markets
Illinois
$1.67M +$1.71M +10,000 New
KSCM
3006
King Street Capital Management
New York
$1.67M +$1.71M +10,000 New
RCAP
3007
Resolute Capital Asset Partners
Colorado
$1.67M +$1.71M +10,000 New
PWM
3008
Peterson Wealth Management
Nevada
$1.66M +$89K +520 +6%
OR
3009
Olympiad Research
Connecticut
$1.66M +$698K +4,080 +69%
AWP
3010
Abacus Wealth Partners
California
$1.66M -$288K -1,680 -14%
KIA
3011
Kraematon Investment Advisors
Massachusetts
$1.65M +$1.7M +9,920 New
PCI
3012
Planning Center Inc
Illinois
$1.65M +$1.88M +10,960 New
CFAM
3013
Center For Asset Management
Florida
$1.65M +$3.42K +20 +0.2%
SI
3014
Scharf Investments
California
$1.65M +$24K +140 +1%
DWA
3015
Delos Wealth Advisors
Texas
$1.64M +$78.7K +460 +5%
3F
3016
360 Financial
Minnesota
$1.64M +$51.3K +300 +3%
RIM
3017
Rockbridge Investment Management
New York
$1.64M +$75.3K +440 +5%
TA
3018
TKG Advisors
Indiana
$1.64M +$1.68M +9,820 New
KOCAA
3019
Knights of Columbus Asset Advisors
Connecticut
$1.63M +$157K +920 +10%
KSWA
3020
Kathleen S. Wright Associates
Pennsylvania
$1.63M +$1.67M +9,780 New
SFG
3021
Summit Financial Group
West Virginia
$1.63M +$154K +900 +10%
CCFCSB
3022
Cape Cod Five Cents Savings Bank
Massachusetts
$1.62M +$17.1K +100 +1%
FSC
3023
Full Sail Capital
Oklahoma
$1.62M +$113K +660 +6%
FFA
3024
Fi3 Financial Advisors
Indiana
$1.62M +$123K +720 +8%
OWA
3025
Opal Wealth Advisors
New York
$1.61M +$500K +2,920 +43%