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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1101
Valley National Advisers
Pennsylvania
$7K
JMF
1102
Johnson Midwest Financial
Iowa
$6.75K +$150 +1 +2%
KOCAA
1103
Knights of Columbus Asset Advisors
Connecticut
$6.65K
SC
1104
Schubert & Co
Texas
$6.33K -$600 -4 -9%
WPA
1105
West Paces Advisors
Georgia
$6.33K +$6K +40 New
KFI
1106
Key Financial Inc
Pennsylvania
$6.01K
CP
1107
Castleview Partners
Texas
$6K
BC
1108
Barrett & Company
Rhode Island
$5.86K
IRC
1109
Investors Research Corp
Georgia
$4.91K
CTA
1110
Colonial Trust Advisors
South Carolina
$4.75K
SWA
1111
Sutton Wealth Advisors
Florida
$4.11K -$750 -5 -16%
WIM
1112
Westside Investment Management
California
$4.11K
SIC
1113
SJS Investment Consulting
Ohio
$3.8K +$750 +5 +26%
Fuller & Thaler Asset Management
1114
Fuller & Thaler Asset Management
California
$3.48K
RWM
1115
Raffa Wealth Management
District of Columbia
$3.48K
CJL
1116
Cyrus J. Lawrence
New York
$3K
WAS
1117
Winch Advisory Services
Wisconsin
$3K +$150 +1 +5%
DWA
1118
Delos Wealth Advisors
Texas
$2.69K
CBT
1119
Central Bank & Trust
Kentucky
$2.69K +$2.55K +17 New
DI
1120
Disciplined Investments
Oklahoma
$2.53K
TF
1121
TimeScale Financial
Massachusetts
$2.37K
CQS
1122
Credential Qtrade Securities
$2.37K +$2.25K +15 New
PWMG
1123
Prestige Wealth Management Group
New Jersey
$1.9K -$1.65K -11 -48%
CIA
1124
Cape Investment Advisory
Georgia
$1.9K +$1.8K +12 New
AIP
1125
Ahrens Investment Partners
Louisiana
$1.74K +$1.65K +11 New