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Name Holding Trade Value Shares
Change
Change in
Stake
ODG
1301
O'Dell Group
Ohio
$87K +$80.7K +310 New
SIC
1302
Salem Investment Counselors
North Carolina
$86.1K – – –
QL
1303
Quarry LP
New York
$85.9K +$79.7K +306 New
AA
1304
Addison Advisors
Vermont
$83.6K -$2.34K -9 -3%
IGWM
1305
ICA Group Wealth Management
Colorado
$83.3K +$66.7K +256 +624%
CAC
1306
Core Alternative Capital
Georgia
$81.8K +$521 +2 +0.7%
TFP
1307
Tilia Fiduciary Partners
North Carolina
$81.5K +$260 +1 +0.3%
BAM
1308
Bellevue Asset Management
Washington
$80.8K – – –
PIM
1309
Platinum Investment Management
Australia
$80.3K – – –
GWSG
1310
GPS Wealth Strategies Group
Colorado
$77.3K +$1.82K +7 +3%
BWS
1311
Buck Wealth Strategies
Colorado
$74.4K +$69K +265 New
MFG
1312
Mendota Financial Group
Wisconsin
$74.1K -$6.51K -25 -9%
RTC
1313
Riverview Trust Company
Washington
$74.1K – – –
CWM
1314
Compass Wealth Management
Connecticut
$73.5K – – –
SN
1315
Sittner & Nelson
Oregon
$73.2K – – –
WWP
1316
WR Wealth Planners
Missouri
$70.7K -$2.08K -8 -3%
RI
1317
Ridgewood Investments
New Jersey
$70.5K – – –
PP
1318
PFS Partners
New Jersey
$69.3K +$260 +1 +0.4%
TC
1319
Tacita Capital
Ontario, Canada
$69K – – –
TWM
1320
Tradition Wealth Management
Minnesota
$65K -$10.7K -41 -15%
GGI
1321
Godsey & Gibb Inc
Virginia
$64.3K – – –
ANBT
1322
American National Bank & Trust
Texas
$60.9K – – –
VCM
1323
Versant Capital Management
Arizona
$59.2K +$1.82K +7 +3%
VCM
1324
Vigilant Capital Management
Maine
$57K -$48.4K -186 -48%
WAM
1325
Worth Asset Management
Texas
$56.7K +$20.8K +80 +66%