Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1801
Vickerman Investment Advisors
Washington
$1.39M -$396K -5,337 -23%
XWL
1802
XXI Wealth LLC
Illinois
$1.39M +$1.34M +17,998 New
DIM
1803
Delta Investment Management
California
$1.38M +$18.3K +246 +1%
SLT
1804
St Louis Trust
Missouri
$1.38M – – –
HR
1805
Howe & Rusling
New York
$1.38M -$106K -1,429 -7%
CA
1806
Continuum Advisory
Idaho
$1.38M +$227K +3,057 +21%
VSQM
1807
V-Square Quantitative Management
Illinois
$1.38M -$658K -8,862 -33%
RC
1808
Roundview Capital
New Jersey
$1.38M +$158K +2,136 +14%
AF
1809
Advisornet Financial
Minnesota
$1.37M +$63K +849 +5%
PG
1810
Proffitt & Goodson
Tennessee
$1.37M +$668 +9 +0.1%
IFWM
1811
Institute for Wealth Management
Colorado
$1.37M +$7.49K +101 +0.6%
KFAS
1812
Keating Financial Advisory Services
Kansas
$1.37M +$1.32M +17,724 New
EAM
1813
Everstar Asset Management
North Carolina
$1.36M +$25.4K +342 +2%
SFP
1814
Shepherd Financial Partners
Massachusetts
$1.36M +$14.5K +195 +1%
PP
1815
Pingora Partners
Wyoming
$1.36M – – –
GIM
1816
Guardian Investment Management
California
$1.36M +$66.8K +900 +5%
BF
1817
bLong Financial
Tennessee
$1.36M – – –
SC
1818
Stance Capital
Massachusetts
$1.36M -$4.12M -55,587 -76%
TCCM
1819
Timber Creek Capital Management
Massachusetts
$1.36M – – –
GAAM
1820
Guinness Atkinson Asset Management
California
$1.36M -$29.5K -397 -2%
WCM
1821
Washington Capital Management
Washington
$1.36M -$15.6K -210 -1%
RYIA
1822
Roehl & Yi Investment Advisors
Oregon
$1.35M -$25.6K -345 -2%
DTC
1823
Davidson Trust Company
Washington
$1.35M +$267K +3,593 +26%
DWM
1824
Drive Wealth Management
Utah
$1.34M +$69.3K +934 +6%
MAWA
1825
Moss Adams Wealth Advisors
Washington
$1.34M +$22.3K +300 +2%