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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1901
Fairscale Capital
New Hampshire
$19.2K
WWM
1902
Wolff Wiese Magana
California
$19.1K -$419 -14 -2%
WT
1903
WHI Trust
Illinois
$18.8K
CSB
1904
City State Bank
Iowa
$18.1K -$15K -500 -44%
MWA
1905
Miller Wealth Advisors
Colorado
$18.1K
RWS
1906
Retirement Wealth Solutions
Wisconsin
$18.1K +$389 +13 +2%
SEP
1907
Signature Equity Partners
Ohio
$18K -$41.7K -1,392 -69%
CIAS
1908
CBIZ Investment Advisory Services
Ohio
$17.8K -$42.2K -1,411 -70%
AEPWM
1909
Atlantic Edge Private Wealth Management
Florida
$17.3K
GWSA
1910
Global Wealth Strategies & Associates
Colorado
$17.2K
HB
1911
Horizon Bancorp
Indiana
$17K -$1.32K -44 -7%
IWM
1912
IMG Wealth Management
Florida
$16.8K -$7.45K -249 -30%
KSB
1913
Kennebec Savings Bank
Maine
$16.8K
CFM
1914
Cornerstone Financial Management
Massachusetts
$16.3K +$5.6K +187 +49%
BCM
1915
Boreal Capital Management
Florida
$16.1K
CFG
1916
Clayton Financial Group
Missouri
$15.6K
SC
1917
Swan Capital
Florida
$15.6K
LIA
1918
Luken Investment Analytics
Tennessee
$15.2K
PWMA
1919
Pension & Wealth Management Advisors
Massachusetts
$15K -$23.4K -781 -60%
Kayne Anderson Rudnick Investment Management
1920
Kayne Anderson Rudnick Investment Management
California
$14.7K -$11K -369 -42%
PL
1921
Protective Life
Alabama
$14.6K +$15.2K +509 New
AIM
1922
Axiom Investment Management
New York
$14.5K +$15.1K +506 New
BSC
1923
Brown Shipley & Co
United Kingdom
$14.4K
NOI
1924
Newton One Investments
Delaware
$14.1K
TFM
1925
TFC Financial Management
Massachusetts
$13.8K +$389 +13 +3%