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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1001
Richwood Investment Advisors
Ohio
$332K -$47K -885 -12%
CIS
1002
Connors Investor Services
Pennsylvania
$330K – – –
WDL
1003
Well Done LLC
Michigan
$329K -$22.4K -421 -6%
WP
1004
WealthSource Partners
California
$328K +$66.7K +1,255 +26%
TC
1005
TownSquare Capital
Utah
$328K +$328K +6,162 New
SIC
1006
SFE Investment Counsel
California
$328K – – –
CIA
1007
Cladis Investment Advisory
Montana
$327K – – –
Washington Trust
1008
Washington Trust
Rhode Island
$326K -$14.9K -280 -4%
SOAMC
1009
Spirit of America Management Corp
New York
$324K – – –
GIA
1010
Gladstone Institutional Advisory
Florida
$324K -$814K -15,305 -72%
SFG
1011
Summit Financial Group
West Virginia
$323K -$53 -1 -0%
LW
1012
Lauer Wealth
Indiana
$321K -$55.9K -1,052 -15%
SL
1013
Sentry LLC
Tennessee
$321K – – –
TCA
1014
Transcend Capital Advisors
New Jersey
$320K -$1.97K -37 -0.6%
SACTSONJ
1015
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$320K – – –
FSA
1016
Fort Sheridan Advisors
Illinois
$319K +$39.8K +748 +14%
Koshinski Asset Management
1017
Koshinski Asset Management
Illinois
$319K -$48.1K -905 -13%
NFA
1018
Northern Financial Advisors
Michigan
$318K +$13.2K +248 +4%
PTC
1019
Petrus Trust Company
Texas
$318K -$11.3K -213 -3%
MW
1020
Marcum Wealth
Ohio
$317K -$160K -3,003 -34%
D
1021
Diversified
Delaware
$317K +$58.5K +1,100 +23%
Forvis Mazars Wealth Advisors
1022
Forvis Mazars Wealth Advisors
Missouri
$317K +$4.52K +85 +1%
BFC
1023
Bedel Financial Consulting
Indiana
$316K +$5.42K +102 +2%
FAG
1024
Fortitude Advisory Group
Washington
$316K -$1.22K -23 -0.4%
CAM
1025
Claret Asset Management
Quebec, Canada
$314K +$314K +5,903 New