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Name Holding Trade Value Shares
Change
Change in
Stake
SSC
2301
Syverson Strege & Co
Iowa
$16K – – –
KC
2302
Kenfarb & Co
Kentucky
$15K – – –
MWC
2303
MBM Wealth Consultants
Missouri
$15K – – –
TCWA
2304
Ten Capital Wealth Advisors
Washington
$15K – – –
MTIC
2305
Missouri Trust & Investment Company
Missouri
$15K +$3.18K +66 +25%
AA
2306
AlphaMark Advisors
Kentucky
$14K -$2.41K -50 -14%
WAS
2307
Winch Advisory Services
Wisconsin
$14K +$48 +1 +0.3%
TFA
2308
Toth Financial Advisory
Virginia
$14K +$1.25K +26 +9%
SIC
2309
SJS Investment Consulting
Ohio
$14K +$3.81K +79 +35%
SC
2310
Schubert & Co
Texas
$14K +$7.46K +155 +112%
FA
2311
Fortis Advisors
Pennsylvania
$12K – – –
LPP
2312
Life Planning Partners
Florida
$12K – – –
ARIS
2313
Advanced Research Investment Solutions
California
$12K +$11.8K +246 New
UIA
2314
Ulland Investment Advisors
Minnesota
$12K +$12.3K +255 New
RIM
2315
Rockbridge Investment Management
New York
$11.2K -$2.02K -42 -15%
LB
2316
Legacy Bridge
Iowa
$11K -$16.9K -350 -60%
SC
2317
Steph & Co
Wisconsin
$11K – – –
CAM
2318
ClariVest Asset Management
California
$10K – – –
TVWM
2319
Tower View Wealth Management
Wisconsin
$10K – – –
RFWA
2320
RPg Family Wealth Advisory
Massachusetts
$9.36K – – –
PP
2321
PrairieView Partners
Minnesota
$9K -$52K -1,080 -85%
BAM
2322
Byrne Asset Management
New Jersey
$9K – – –
MWA
2323
Moser Wealth Advisors
Washington
$9K – – –
PCOC
2324
Power Corp of Canada
Canada
$9K +$9.59K +199 New
BHWM
2325
Beaird Harris Wealth Management
Texas
$8K -$18.4K -383 -70%