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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1301
WR Wealth Planners
Missouri
$96K +$1.28K +20 +1%
AA
1302
Ancora Advisors
Ohio
$90K +$2.11K +33 +2%
CTB
1303
Country Trust Bank
Illinois
$88K -$14.2K -221 -11%
EW
1304
Evoke Wealth
California
$88K -$9.54K -149 -8%
OIA
1305
Optimum Investment Advisors
Illinois
$88K – – –
CAM
1306
Costello Asset Management
Pennsylvania
$87K -$12.7K -199 -11%
CA
1307
Crewe Advisors
Utah
$86K +$20.6K +321 +24%
SWM
1308
Sugarloaf Wealth Management
Georgia
$86K +$41.1K +641 +62%
AIP
1309
Ahrens Investment Partners
Louisiana
$83K -$24.1K -376 -19%
LB
1310
Legacy Bridge
Iowa
$82K – – –
FRA
1311
Front Row Advisors
California
$81K -$37.2K -581 -27%
MA
1312
MCF Advisors
Kentucky
$79K -$4.23K -66 -4%
SSC
1313
Syverson Strege & Co
Iowa
$79K +$9.61K +150 +11%
BBPWM
1314
Blue Bell Private Wealth Management
Pennsylvania
$79K +$75.6K +1,181 +332%
M
1315
MOTCO
Texas
$76K +$7.43K +116 +9%
IHWM
1316
Iron Horse Wealth Management
Iowa
$76K +$9.8K +153 +12%
AAP
1317
Arax Advisory Partners
Colorado
$74K -$197K -3,074 -68%
TSWM
1318
Tyler-Stone Wealth Management
Ohio
$74K – – –
WAS
1319
Winch Advisory Services
Wisconsin
$73K -$38.2K -596 -30%
EWM
1320
Evermay Wealth Management
Virginia
$72K – – –
PCTC
1321
Perkins Coie Trust Company
Washington
$71K -$14K -219 -14%
PG
1322
Proffitt & Goodson
Tennessee
$71K – – –
LTI
1323
Laffer Tengler Investments
Tennessee
$70.8K – – –
Capstone Investment Advisors
1324
Capstone Investment Advisors
New York
$69K -$696K -10,863 -89%
BCA
1325
Bray Capital Advisors
Florida
$68K – – –