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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
3501
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$368K
NS
3502
Newman & Schimel
Illinois
$365K -$130K -780 -27%
FTC
3503
Farmers Trust Company
Ohio
$365K -$9.97K -60 -3%
RHJA
3504
Rice Hall James & Associates
California
$365K
RA
3505
Riversedge Advisors
Delaware
$365K +$99.7K +600 +39%
AA
3506
AF Advisors
California
$362K
MPIA
3507
Mountain Pacific Investment Advisers
Idaho
$361K +$99.7K +600 +40%
TPM
3508
Triasima Portfolio Management
Quebec, Canada
$358K -$2.13M -12,840 -86%
FI
3509
FormulaFolio Investments
Michigan
$358K
LFS
3510
Legacy Financial Strategies
Kansas
$358K +$33.2K +200 +11%
HAFS
3511
Hapanowicz & Associates Financial Services
Pennsylvania
$354K
KWA
3512
KCS Wealth Advisory
California
$354K +$23.3K +140 +7%
BWG
3513
Beta Wealth Group
California
$354K +$49.9K +300 +17%
AWMG
3514
Alliance Wealth Management Group
New Jersey
$351K -$432K -2,600 -56%
DP
3515
Denver PWM
Colorado
$351K -$26.6K -160 -7%
LD
3516
Lipe & Dalton
New York
$351K -$16.6K -100 -5%
MSWMA
3517
Market Street Wealth Management Advisors
Indiana
$347K -$9.97K -60 -3%
EDRIA
3518
Edmonds Duncan Registered Investment Advisors
Kansas
$347K
HGWM
3519
Horst & Graben Wealth Management
Oregon
$347K
BWM
3520
BCGM Wealth Management
Indiana
$346K -$13.3K -80 -4%
BOCM
3521
Bontempo Ohly Capital Management
Maryland
$344K -$49.9K -300 -13%
BEI
3522
Benjamin Edwards Inc
Missouri
$344K
DWM
3523
Defined Wealth Management
Oregon
$344K
OAM
3524
Oberweis Asset Management
Illinois
$344K
PAMI
3525
Perseverance Asset Management International
Cayman Islands
$344K