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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2101
N.E.W. Advisory Services
Wisconsin
$22.5K – – –
PMFA
2102
Plante Moran Financial Advisors
Michigan
$22.5K – – –
TCA
2103
Trifecta Capital Advisors
Illinois
$21.1K -$6.85K -5 -24%
ACA
2104
American Capital Advisory
Idaho
$21.1K +$15.1K +11 +220%
AF
2105
Alerus Financial
North Dakota
$21.1K – – –
BOJHT
2106
Bank of Jackson Hole Trust
Wyoming
$21.1K – – –
MAS
2107
MPWM Advisory Solutions
Georgia
$19.8K – – –
MAFA
2108
MJT & Associates Financial Advisory
Minnesota
$19.8K -$2.74K -2 -12%
HI
2109
Hoey Investments
Pennsylvania
$19.8K +$6.85K +5 +50%
MWA
2110
Merkkuri Wealth Advisors
New York
$19.8K +$20.6K +15 New
RFG
2111
REAP Financial Group
Texas
$19.8K +$20.6K +15 New
KA
2112
Kozak & Associates
Colorado
$19.5K +$5.48K +4 +44%
Asset Management One
2113
Asset Management One
Japan
$18.5K -$5.48K -4 -22%
RCM
2114
Richardson Capital Management
Wisconsin
$18.5K +$19.2K +14 New
FMTCOCP
2115
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
FLP
2116
Financial Life Planners
Arizona
$17.3K +$17.8K +13 New
DWS
2117
Dynamic Wealth Strategies
California
$17.2K – – –
FFC
2118
First Financial Corp
Indiana
$17.2K – – –
NIG
2119
NFJ Investment Group
Texas
$15.8K -$6.85K -5 -29%
NF
2120
Napier Financial
Massachusetts
$15.8K +$16.4K +12 New
SIM
2121
Synergy Investment Management
Florida
$15.8K +$16.4K +12 New
PCTC
2122
Perkins Coie Trust Company
Washington
$15.8K – – –
BCV
2123
Banque Cantonale Vaudoise
Switzerland
$15K – – –
MPW
2124
MASECO Private Wealth
$14.6K -$43.9K -32 -74%
VWA
2125
Valued Wealth Advisors
Utah
$14.5K +$8.22K +6 +120%