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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2926
Bay Harbor Wealth Management
Maryland
$19K +$21.4K +224 New
CWA
2927
Clearview Wealth Advisors
Oregon
$18.3K -$19.1K -200 -49%
OIS
2928
Okabena Investment Services
Minnesota
$17.4K
GA
2929
GoalVest Advisory
New York
$17.1K +$4.78K +50 +34%
PWS
2930
Paragon Wealth Strategies
Florida
$15.9K
DCBT
2931
Dakota Community Bank & Trust
North Dakota
$15K -$45K -470 -73%
MIM
2932
Macroview Investment Management
Maryland
$14.3K
ARS
2933
Adirondack Retirement Specialists
New York
$13.3K
WFA
2934
West Financial Advisors
Iowa
$12.3K
CCMW
2935
Cypress Capital Management (Wyoming)
Wyoming
$11.9K
WAM
2936
Worth Asset Management
Texas
$11.2K
KIG
2937
Kessler Investment Group
Indiana
$11K
RDIA
2938
RE Dickinson Investment Advisors
Iowa
$11K
LWP
2939
Laurel Wealth Planning
Minnesota
$10.9K
MLA
2940
MB, Levis & Associates
Pennsylvania
$10.9K +$12K +125 New
GIA
2941
Goodwin Investment Advisory
Georgia
$10.4K
GAG
2942
Goodman Advisory Group
Massachusetts
$10K -$12K -125 -52%
DMKJ
2943
David M. Knott Jr
$10K
SIA
2944
SkyView Investment Advisors
New Jersey
$10K
SSC
2945
Syverson Strege & Co
Iowa
$9.56K
RTL
2946
Red Tortoise LLC
Georgia
$9.21K +$10.1K +106 New
RBC
2947
Roble Belko & Company
Pennsylvania
$9K
SC
2948
Steph & Co
Wisconsin
$9K
IA
2949
IFS Advisors
Kansas
$8.86K
RP
2950
Repertoire Partners
New York
$8.69K