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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
3301
Austin Asset Management
Texas
$652K
PWA
3302
Providence Wealth Advisors
Illinois
$651K +$5.73K +58 +0.7%
BFS
3303
Beacon Financial Strategies
North Carolina
$650K
ASBI
3304
American State Bank (Iowa)
Iowa
$649K +$31.6K +320 +4%
CG
3305
Clifford Group
Massachusetts
$648K +$762K +7,717 New
NA
3306
Navellier & Associates
Nevada
$647K
SWRP
3307
Summit Wealth & Retirement Planning
California
$646K -$76.6K -775 -9%
GJIA
3308
Glass Jacobson Investment Advisors
Maryland
$645K +$759K +7,683 New
PAA
3309
Peregrine Asset Advisers
Oregon
$644K -$873K -8,841 -54%
AWC
3310
Adamsbrown Wealth Consultants
Kansas
$644K +$102K +1,036 +16%
ONST
3311
Old North State Trust
North Carolina
$643K -$9.88K -100 -1%
Parnassus Investments
3312
Parnassus Investments
California
$641K +$754K +7,636 New
DPI
3313
Diversified Portfolios Inc
Michigan
$641K +$153K +1,550 +25%
AWP
3314
Abacus Wealth Partners
California
$641K +$3.95K +40 +0.5%
EMFAT
3315
Emerald Mutual Fund Advisers Trust
Pennsylvania
$640K +$73.9K +748 +11%
SWM
3316
Seed Wealth Management
Illinois
$640K +$753K +7,620 New
SGWM
3317
Sterling Group Wealth Management
California
$639K +$752K +7,613 New
FWP
3318
Falcon Wealth Planning
California
$639K +$6.92K +70 +0.9%
RB
3319
Renasant Bank
Mississippi
$639K -$152K -1,539 -17%
MWP
3320
Meridian Wealth Partners
Pennsylvania
$638K +$136K +1,378 +22%
WFI
3321
West Family Investments
California
$637K -$1.16M -11,708 -61%
SPP
3322
Single Point Partners
Massachusetts
$636K -$193K -1,950 -20%
CFA
3323
Camarda Financial Advisors
Florida
$635K -$149K -1,510 -17%
AFM
3324
Andesa Financial Management
Pennsylvania
$634K -$682K -6,907 -48%
UCB
3325
United Community Bank
South Carolina
$632K -$35.1K -355 -5%