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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1751
Lion Street Advisors
Texas
$933K -$33.6K -707 -3%
SC
1752
Syon Capital
California
$932K -$467K -9,843 -33%
RMDI
1753
R.M. Davis Inc
Maine
$932K +$20.2K +425 +2%
IWA
1754
IVC Wealth Advisors
Pennsylvania
$931K +$52.9K +1,114 +6%
CCM
1755
Canal Capital Management
Virginia
$929K -$52.7K -1,110 -5%
LIM
1756
Longfellow Investment Management
Massachusetts
$925K +$6.36K +134 +0.7%
JFA
1757
JNBA Financial Advisors
Minnesota
$924K -$52.6K -1,107 -5%
SJIM
1758
St. Johns Investment Management
Florida
$924K -$16K -336 -2%
TCM
1759
Teza Capital Management
Illinois
$923K +$923K +19,431 New
PM
1760
Penbrook Management
New York
$922K
PL
1761
Plancorp LLC
Missouri
$922K -$37.4K -787 -4%
WCM
1762
Washington Capital Management
Washington
$921K +$14.5K +305 +2%
PCMM
1763
Piedmont Capital Management (Montana)
Montana
$921K
PP
1764
PDS Planning
Ohio
$920K -$15K -316 -2%
TWP
1765
Tempus Wealth Planning
California
$919K +$53.2K +1,120 +6%
SAI
1766
Savvy Advisors Inc
New York
$918K +$156K +3,278 +20%
DP
1767
Dearborn Partners
Illinois
$915K -$86.4K -1,820 -9%
GAAM
1768
Guinness Atkinson Asset Management
California
$914K +$190K +4,005 +26%
CHJWM
1769
Carlton Hofferkamp & Jenks Wealth Management
Texas
$913K -$26.2K -551 -3%
TWM
1770
Thrive Wealth Management
Pennsylvania
$912K +$1.23K +26 +0.1%
SOS
1771
Silver Oak Securities
Tennessee
$904K +$619K +13,029 +217%
GWANC
1772
Guardian Wealth Advisors (North Carolina)
North Carolina
$903K +$2.52K +53 +0.3%
MWM
1773
Meridian Wealth Management
Kentucky
$902K +$897K +18,892 New
BAM
1774
Brave Asset Management
New Jersey
$898K -$28.5K -600 -3%
CA
1775
Cambridge Advisors
Nebraska
$898K -$1.85K -39 -0.2%