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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1701
Innovative Advisory Group
Massachusetts
$19.4K – – –
OPTFSNA
1702
Old Point Trust & Financial Services N A
Virginia
$19.4K – – –
AF
1703
Alerus Financial
North Dakota
$19.4K +$15.7K +20 New
CWM
1704
Crowley Wealth Management
Delaware
$19.4K +$15.7K +20 New
UCB
1705
United Community Bank
South Carolina
$19.4K +$15.7K +20 New
AAG
1706
Armstrong Advisory Group
Massachusetts
$18.4K – – –
PWA
1707
Principia Wealth Advisory
Texas
$18.4K +$9.43K +12 +171%
MAFA
1708
MJT & Associates Financial Advisory
Minnesota
$16.5K – – –
NEWAS
1709
N.E.W. Advisory Services
Wisconsin
$16.5K – – –
NIG
1710
NFJ Investment Group
Texas
$16.5K – – –
PMFA
1711
Plante Moran Financial Advisors
Michigan
$16.5K +$5.5K +7 +70%
Asset Management One
1712
Asset Management One
Japan
$15.5K -$1.57K -2 -11%
NSIM
1713
North Star Investment Management
Illinois
$15.5K +$3.93K +5 +45%
TCA
1714
Trifecta Capital Advisors
Illinois
$14.5K -$7.86K -10 -40%
KHC
1715
Koesten Hirschmann & Crabtree
Kansas
$14.5K +$11.8K +15 New
JFG
1716
JDM Financial Group
Texas
$14.5K – – –
TCOT
1717
Trust Company of Toledo
Ohio
$14.5K – – –
BC
1718
Bulwark Capital
Florida
$14.5K +$11.8K +15 New
CA
1719
Centerpoint Advisors
Massachusetts
$14K +$7.08K +9 +150%
PMIM
1720
Prudent Man Investment Management
Colorado
$13.9K – – –
CWM
1721
Copia Wealth Management
Oregon
$13.6K – – –
DWM
1722
Dogwood Wealth Management
Kansas
$13.6K – – –
RBC
1723
Roble Belko & Company
Pennsylvania
$13K -$25.9K -33 -72%
FLP
1724
Financial Life Planners
Arizona
$12.6K +$10.2K +13 New
BOJHT
1725
Bank of Jackson Hole Trust
Wyoming
$12.6K – – –