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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1101
Valley Wealth Managers
New Jersey
$57.9K
ONST
1102
Old North State Trust
North Carolina
$55K
RA
1103
Rational Advisors
New York
$54.8K +$1.87K +12 +4%
DMBA
1104
Deseret Mutual Benefit Administrators
Utah
$53.8K -$15.1K -97 -23%
TH
1105
TCTC Holdings
Texas
$53.1K +$50K +321 New
PAG
1106
Paladin Advisory Group
Iowa
$51.1K +$48.2K +309 New
FWA
1107
FSC Wealth Advisors
New York
$50.3K
JWM
1108
Janiczek Wealth Management
Colorado
$49.5K +$26.6K +171 +132%
VCM
1109
Versant Capital Management
Arizona
$49.3K -$3.9K -25 -8%
AAS
1110
Ameritas Advisory Services
Nebraska
$49.1K +$46.1K +296 New
OC
1111
Oakworth Capital
Alabama
$48.7K
LS
1112
Livforsakringsbolaget Skandia
Sweden
$48.3K
CAC
1113
Core Alternative Capital
Georgia
$47.7K -$34.6K -222 -44%
BTI
1114
Blue Trust Inc
Georgia
$44K +$9.35K +60 +24%
C
1115
Covestor
United Kingdom
$44K +$16.8K +108 +69%
DI
1116
Disciplined Investments
Oklahoma
$43.5K +$623 +4 +2%
GWS
1117
Glassman Wealth Services
Virginia
$42.5K +$17.6K +113 +78%
CWP
1118
Concord Wealth Partners
Virginia
$42.4K +$15.7K +101 +65%
HDIM
1119
Hanson & Doremus Investment Management
Vermont
$42K -$5.61K -36 -13%
MAM
1120
Marquette Asset Management
Minnesota
$41.4K
OAJ
1121
Ogorek Anthony Joseph
New York
$41K +$28.1K +180 +250%
PO
1122
Private Ocean
California
$40.6K -$19.3K -124 -34%
OCM
1123
Osterweis Capital Management
California
$38.9K
CIA
1124
Cascade Investment Advisors
Oregon
$38.9K +$36.6K +235 New
SOW
1125
State of Wyoming
Wyoming
$38.4K +$35.5K +228 +5,700%