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Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
2051
Amica Retiree Medical Trust
Rhode Island
$4.43M -$1.54M -8,940 -25%
RFM
2052
Royal Fund Management
Florida
$4.43M +$724K +4,200 +18%
FANJ
2053
Financial Architects (New Jersey)
New Jersey
$4.41M +$328K +1,900 +8%
JFA
2054
Johanson Financial Advisors
California
$4.41M +$37.9K +220 +0.8%
APP
2055
Avantax Planning Partners
Iowa
$4.4M +$214K +1,240 +5%
NB
2056
Nicolet Bankshares
Wisconsin
$4.39M +$58.6K +340 +1%
CQS
2057
Credential Qtrade Securities
$4.39M +$1.42M +8,220 +44%
WWM
2058
Windsor Wealth Management
Indiana
$4.38M +$96.6K +560 +2%
MG
2059
Mather Group
Illinois
$4.37M +$455K +2,640 +11%
FGAM
2060
Financial Gravity Asset Management
Texas
$4.37M -$1.4M -8,140 -55%
SCI
2061
S&CO Inc
Massachusetts
$4.37M +$24.1K +140 +0.5%
SW
2062
StrongBox Wealth
Missouri
$4.36M +$103K +600 +2%
UBG
2063
United Bank (Georgia)
Georgia
$4.35M +$293K +1,700 +7%
PGAM
2064
Princeton Global Asset Management
New Jersey
$4.35M -$13.8K -80 -0.3%
WP
2065
Waycross Partners
Kentucky
$4.34M -$2.25M -13,060 -33%
KTC
2066
Kistler-Tiffany Companies
Pennsylvania
$4.34M -$269K -1,560 -6%
SMC
2067
Smith, Moore & Co
Missouri
$4.34M +$307K +1,780 +7%
CAG
2068
Csenge Advisory Group
Florida
$4.34M -$107K -620 -2%
TVWM
2069
Tower View Wealth Management
Wisconsin
$4.34M +$103K +600 +2%
APW
2070
Aurora Private Wealth
New Jersey
$4.34M -$1.45M -8,420 -24%
AT
2071
Arden Trust
Delaware
$4.32M +$86.2K +500 +2%
WCAMG
2072
Woodard & Company Asset Management Group
North Carolina
$4.31M -$107K -620 -2%
AFS
2073
Access Financial Services
Minnesota
$4.31M +$3.84M +22,260 +559%
TC
2074
TwinBeech Capital
New York
$4.31M +$4.52M +26,220 New
JWCA
2075
J.W. Coons Advisors
Ohio
$4.31M +$55.2K +320 +1%