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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1201
Fusion Capital
South Carolina
$426K -$155K -904 -24%
HGERS
1202
Householder Group Estate & Retirement Specialist
Arizona
$425K -$43.9K -256 -8%
NRWA
1203
North Ridge Wealth Advisors
Oregon
$425K
SIC
1204
Shoker Investment Counsel
Ohio
$423K +$17.8K +104 +4%
ALC
1205
Alexander Labrunerie & Co
Missouri
$423K -$2.23K -13 -0.5%
SIM
1206
Sentry Investment Management
Wisconsin
$422K +$63.3K +369 +15%
ILI
1207
Invesco LLC (Illinois)
Illinois
$421K
HKIM
1208
Hayek Kallen Investment Management
Alabama
$418K
TFF
1209
The Family Firm
Maryland
$417K +$10.3K +60 +2%
CCWM
1210
Cassaday & Co Wealth Management
Virginia
$417K -$6.52K -38 -1%
SAM
1211
SignalPoint Asset Management
Missouri
$417K -$28.1K -164 -6%
FFO
1212
Fiduciary Family Office
Florida
$416K +$171K +1,000 +58%
PP
1213
Patron Partners
Texas
$416K +$32.2K +188 +7%
SEIA
1214
Signature Estate & Investment Advisors
California
$415K -$95.9K -559 -17%
MAWA
1215
Moss Adams Wealth Advisors
Washington
$415K +$6K +35 +1%
CI Investments Inc
1216
CI Investments Inc
Ontario, Canada
$415K +$7.2K +42 +2%
RFN
1217
RDA Financial Network
Iowa
$415K +$15.8K +92 +3%
TWM
1218
Triton Wealth Management
Arizona
$414K -$27.1K -158 -6%
ECG
1219
Edge Capital Group
Georgia
$413K -$16.1K -94 -3%
RC
1220
Roundview Capital
New Jersey
$413K -$8.23K -48 -2%
KFA
1221
Kelleher Financial Advisors
New York
$412K +$13K +76 +3%
FNT
1222
First Nebraska Trust
Nebraska
$412K
MPWT
1223
MassMutual Private Wealth & Trust
Connecticut
$411K -$14.9K -87 -3%
CA
1224
CoreCap Advisors
Michigan
$411K +$463K +2,702 New
TWP
1225
Tyche Wealth Partners
Texas
$411K +$16.8K +98 +4%