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Name Holding Trade Value Shares
Change
Change in
Stake
ADBIC
701
A.D. Beadell Investment Counsel
Wisconsin
$249K +$259K +970 New
GWSG
702
GPS Wealth Strategies Group
Colorado
$247K +$24.9K +93 +11%
NGA
703
Naples Global Advisors
Florida
$247K – – –
ZF
704
Zhang Financial
Michigan
$245K -$20.9K -78 -8%
IFWM
705
Institute for Wealth Management
Colorado
$244K -$1.34K -5 -0.5%
MPI
706
Mairs & Power Inc
Minnesota
$244K -$20.1K -75 -7%
CSB
707
City State Bank
Iowa
$244K +$1.34K +5 +0.5%
NCMW
708
Northern Capital Management (Washington)
Washington
$243K – – –
LB
709
Legacy Bridge
Iowa
$242K -$1.04M -3,900 -81%
DWM
710
Defined Wealth Management
Oregon
$239K +$1.34K +5 +0.5%
BFEC
711
Benjamin F. Edwards & Company
Missouri
$239K – – –
LCM
712
LCM Capital Management
Illinois
$239K +$10.7K +40 +5%
MWM
713
Mascoma Wealth Management
New Hampshire
$238K – – –
OPCM
714
Osborne Partners Capital Management
California
$238K – – –
PAA
715
Peregrine Asset Advisers
Oregon
$237K +$247K +923 New
NIM
716
Nexus Investment Management
Ontario, Canada
$236K +$246K +920 New
APW
717
Acima Private Wealth
Virginia
$235K – – –
NSAM
718
North Star Asset Management
Wisconsin
$235K -$1.87K -7 -0.8%
FL
719
Fort LP
Maryland
$234K +$244K +911 New
IWP
720
Icon Wealth Partners
Texas
$234K -$4.55K -17 -2%
C
721
Certuity
Florida
$233K +$4.81K +18 +2%
KCM
722
Kathmere Capital Management
Pennsylvania
$233K – – –
NFP
723
Narus Financial Partners
Utah
$231K – – –
TH
724
TCTC Holdings
Texas
$231K – – –
SC
725
Shay Capital
New York
$231K +$241K +900 New