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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2201
Roble Belko & Company
Pennsylvania
$39K – – –
BCM
2202
Brasada Capital Management
Texas
$39K +$23.4K +193 +152%
FGAM
2203
Financial Gravity Asset Management
Texas
$38K -$5.46K -45 -12%
IF
2204
Ironwood Financial
Arizona
$34K +$18.2K +150 +118%
BL
2205
Balentine LLC
Georgia
$33K +$10.3K +85 +45%
AP
2206
Arlington Partners
Alabama
$31K – – –
SFPIA
2207
Stevens First Principles Investment Advisors
California
$31K – – –
RFWA
2208
RPg Family Wealth Advisory
Massachusetts
$30.6K – – –
TVWM
2209
Tower View Wealth Management
Wisconsin
$30K – – –
APSP
2210
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K +$243 +2 +0.8%
TG
2211
TLP Group
Illinois
$28K -$57.3K -472 -68%
FCT
2212
Family Capital Trust
Massachusetts
$28K +$28.1K +232 New
MIP
2213
Mondrian Investment Partners
United Kingdom
$26K -$17M -140,036 -100%
PS
2214
Portfolio Strategies
New York
$26K -$9.71K -80 -28%
CFN
2215
Cordasco Financial Network
Florida
$24K -$26.7K -220 -53%
TWMP
2216
Taylor Wealth Management Partners
Massachusetts
$24K – – –
WAS
2217
WESPAC Advisors SoCal
California
$23K +$23.4K +193 New
HS
2218
Horan Securities
United States
$22K – – –
PG
2219
Proffitt & Goodson
Tennessee
$22K +$21.8K +180 New
LGWM
2220
Litman Gregory Wealth Management
California
$21K – – –
PI
2221
Parkside Investments
Illinois
$21K +$21.6K +178 New
CFG
2222
CKW Financial Group
Hawaii
$20K +$121 +1 +0.6%
OWA
2223
One Wealth Advisors
California
$19K +$2.18K +18 +13%
JAM
2224
JCIC Asset Management
Ontario, Canada
$19K +$15.8K +130 +542%
TA
2225
Townsend & Associates
Colorado
$18K +$121 +1 +0.7%