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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1326
Goelzer Investment Management
Indiana
$710K +$73K +355 +12%
WQ
1327
Wealth Quarterback
New Jersey
$705K +$166K +807 +33%
GAMC
1328
Garner Asset Management Corp
Texas
$705K -$43.2K -210 -6%
AA
1329
Armis Advisers
Georgia
$703K +$741K +3,603 New
NFG
1330
Nadler Financial Group
Illinois
$703K – – –
Valmark Advisers
1331
Valmark Advisers
Ohio
$702K +$1.23K +6 +0.2%
Bragg Financial Advisors
1332
Bragg Financial Advisors
North Carolina
$700K -$8.23K -40 -1%
EWM
1333
Edge Wealth Management
New York
$696K +$219K +1,065 +50%
Forvis Mazars Wealth Advisors
1334
Forvis Mazars Wealth Advisors
Missouri
$696K +$659K +3,204 New
I2I
1335
Insight 2811 Inc
Illinois
$694K +$8.43K +41 +1%
WIM
1336
WealthPlan Investment Management
Nebraska
$694K +$657K +3,196 New
EWA
1337
Emergent Wealth Advisors
New York
$693K +$324K +1,576 +97%
TCA
1338
Transcend Capital Advisors
New Jersey
$691K -$91.3K -444 -12%
SCA
1339
Southern Capital Advisors
Tennessee
$690K – – –
CA
1340
Crewe Advisors
Utah
$690K +$5.96K +29 +0.9%
CA
1341
Claris Advisors
Missouri
$689K – – –
SCA
1342
Sippican Capital Advisors
Massachusetts
$689K -$57.2K -278 -8%
IF
1343
Ironwood Financial
Arizona
$688K – – –
SOS
1344
Silver Oak Securities
Tennessee
$685K +$180K +877 +39%
BCG
1345
Breakwater Capital Group
New Jersey
$684K -$3.7K -18 -0.6%
R.M. Davis Inc
1346
R.M. Davis Inc
Maine
$682K +$9.67K +47 +2%
BOSSRA
1347
B.O.S.S. Retirement Advisors
Utah
$680K -$118K -572 -15%
PWA
1348
Primoris Wealth Advisors
Florida
$680K -$115K -560 -15%
First National Bank of Omaha
1349
First National Bank of Omaha
Nebraska
$678K +$638K +3,104 New
LOWM
1350
Laurel Oak Wealth Management
New Jersey
$676K +$640K +3,114 New