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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1101
Institutional & Family Asset Management
Colorado
$1.1K – – –
DFA
1102
DHJJ Financial Advisors
Illinois
$1.09K – – –
MIA
1103
MeadowBrook Investment Advisors
Michigan
$1.08K – – –
FWM
1104
FSA Wealth Management
Massachusetts
$1.01K – – –
M
1105
MOTCO
Texas
$941 – – –
NIG
1106
NFJ Investment Group
Texas
$941 – – –
MA
1107
MCF Advisors
Kentucky
$941 +$952 +13 New
TWD
1108
True Wealth Design
Ohio
$941 +$952 +13 New
PP
1109
PFS Partners
New Jersey
$808 – – –
CMA
1110
Cedar Mountain Advisors
Oregon
$796 – – –
CJ
1111
Caitlin John
Michigan
$724 – – –
CTWM
1112
Cherry Tree Wealth Management
Minnesota
$724 – – –
AP
1113
Atwood & Palmer
Missouri
$724 +$733 +10 New
CIAS
1114
CBIZ Investment Advisory Services
Ohio
$724 +$733 +10 New
CWM
1115
Cranbrook Wealth Management
Michigan
$724 +$733 +10 New
WPA
1116
West Paces Advisors
Georgia
$507 – – –
CWAF
1117
Core Wealth Advisors (Florida)
Florida
$507 +$513 +7 New
LTI
1118
Laffer Tengler Investments
Tennessee
$434 +$440 +6 New
GG
1119
Gleason Group
Kentucky
$367 – – –
FG
1120
Fairman Group
Pennsylvania
$362 – – –
GI
1121
GAMMA Investing
California
$362 – – –
PIS
1122
POM Investment Strategies
North Carolina
$362 +$366 +5 New
PWMA
1123
Pension & Wealth Management Advisors
Massachusetts
$220 – – –
CSC
1124
Caldwell Sutter Capital
California
$217 – – –
SIC
1125
SJS Investment Consulting
Ohio
$145 – – –