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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1701
Keystone Financial Planning
Ohio
$496K -$18K -187 -3%
Alpha Cubed Investments
1702
Alpha Cubed Investments
California
$495K -$35.1K -364 -6%
EL
1703
EMFO LLC
Florida
$495K -$261K -2,700 -34%
OCM
1704
Orleans Capital Management
Louisiana
$495K -$74.8K -775 -13%
LI
1705
Lafayette Investments
Maryland
$494K – – –
PCM
1706
Perkins Capital Management
Minnesota
$493K – – –
CCA
1707
Cobblestone Capital Advisors
New York
$492K +$207K +2,143 +68%
MAM
1708
MMA Asset Management
Pennsylvania
$490K +$1.83K +19 +0.4%
MA
1709
MKT Advisors
California
$489K +$1.25K +13 +0.2%
AP
1710
Atwood & Palmer
Missouri
$489K – – –
AA
1711
AlphaQ Advisors
Florida
$489K +$506K +5,246 New
Fiera Capital (Canada)
1712
Fiera Capital (Canada)
Quebec, Canada
$487K -$14.5K -150 -3%
JF
1713
Joule Financial
Kentucky
$485K -$378K -3,918 -43%
BA
1714
Bristlecone Advisors
Washington
$485K – – –
SAM
1715
Summit Asset Management
Tennessee
$485K – – –
GWANC
1716
Guardian Wealth Advisors (North Carolina)
North Carolina
$484K +$13.4K +139 +3%
PP
1717
Patron Partners
Texas
$483K -$19.3K -200 -4%
SSWM
1718
Strait & Sound Wealth Management
California
$481K +$519K +5,379 New
IIM
1719
InTrack Investment Management
Vermont
$480K +$89.1K +923 +22%
PFA
1720
Petra Financial Advisors
Colorado
$479K +$496K +5,139 New
IAS
1721
Insigneo Advisory Services
Florida
$478K +$495K +5,129 New
RFA
1722
Resurgent Financial Advisors
Georgia
$476K -$593K -6,150 -55%
IAG
1723
Ipsen Advisor Group
Arkansas
$476K +$492K +5,104 New
FA
1724
Fortis Advisors
Pennsylvania
$475K – – –
CWP
1725
Cyndeo Wealth Partners
Florida
$475K +$492K +5,100 New