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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1426
Sound Income Strategies
Florida
$191K +$44.4K +677 +32%
MWA
1427
Medallion Wealth Advisors
Connecticut
$187K -$3.41K -52 -2%
OIA
1428
Optimum Investment Advisors
Illinois
$187K -$64.1K -977 -27%
AAP
1429
Arax Advisory Partners
Colorado
$185K +$107K +1,635 +164%
BWM
1430
Bullock Wealth Management
Indiana
$181K -$7.47K -114 -4%
T. Rowe Price Investment Management
1431
T. Rowe Price Investment Management
Maryland
$178K +$168K +2,568 New
1IA
1432
1620 Investment Advisors
Massachusetts
$178K +$28.4K +433 +20%
CF
1433
Centaurus Financial
California
$175K -$15.7K -239 -9%
HB
1434
Horizon Bancorp
Indiana
$174K -$5.9K -90 -3%
CSC
1435
Caldwell Sutter Capital
California
$172K +$3.21K +49 +2%
CIR
1436
Clear Investment Research
Georgia
$168K +$66 +1 +0%
CSB
1437
City State Bank
Iowa
$159K -$16.1K -245 -10%
TIM
1438
Tortoise Investment Management
New York
$157K +$4.33K +66 +3%
BOJHT
1439
Bank of Jackson Hole Trust
Wyoming
$153K -$21.4K -327 -13%
AAG
1440
Armstrong Advisory Group
Massachusetts
$151K +$65.6K +1,000 +84%
USB
1441
Union Savings Bank
Connecticut
$151K – – –
VNA
1442
Valley National Advisers
Pennsylvania
$150K -$18.8K -286 -12%
GBT
1443
Grove Bank & Trust
Florida
$149K +$32.9K +502 +30%
Bank Julius Baer & Co
1444
Bank Julius Baer & Co
Switzerland
$148K -$197 -3 -0.1%
CFD
1445
Creative Financial Designs
Indiana
$146K +$6.03K +92 +5%
FPF
1446
First Pacific Financial
Washington
$146K +$129K +1,966 +1,311%
DSC
1447
Duncker Streett & Co
Missouri
$139K – – –
RBC
1448
Roble Belko & Company
Pennsylvania
$138K – – –
ETS
1449
ESL Trust Services
New York
$138K – – –
RF
1450
Robbins Farley
New Hampshire
$138K – – –