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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1251
Bard Financial Services
Connecticut
$140K -$14.5K -1,035 -8%
UCI
1252
Uncommon Cents Investing
Wisconsin
$140K +$12.6K +900 +8%
JAG
1253
Journey Advisory Group
Kentucky
$140K +$24.1K +1,725 +16%
I
1254
INVST
Indiana
$139K +$910 +65 +0.5%
FMP
1255
Financial Management Professionals
Texas
$139K +$5.44K +389 +3%
BIP
1256
Blueprint Investment Partners
North Carolina
$139K +$174K +12,453 New
PWA
1257
PCG Wealth Advisors
Kansas
$139K +$175K +12,518 New
WCWM
1258
Willow Creek Wealth Management
California
$138K
AWC
1259
Adamsbrown Wealth Consultants
Kansas
$138K +$4.3K +307 +3%
BTI
1260
Blue Trust Inc
Georgia
$138K +$39.3K +2,808 +29%
FZCM
1261
Flynn Zito Capital Management
New York
$138K +$172K +12,297 New
RCG
1262
Regatta Capital Group
California
$138K +$174K +12,432 New
PP
1263
PrairieView Partners
Minnesota
$137K
VCM
1264
Virtue Capital Management
Tennessee
$137K
BIA
1265
Barry Investment Advisors
Massachusetts
$137K +$168 +12 +0.1%
ACM
1266
Alpha Capital Management
Texas
$137K +$1.82K +130 +1%
GEA
1267
Glen Eagle Advisors
New Jersey
$137K -$37.6K -2,684 -18%
EWM
1268
Endurance Wealth Management
Rhode Island
$136K
FPCP
1269
Fort Point Capital Partners
California
$136K +$5.08K +363 +3%
VA
1270
Valmark Advisers
Ohio
$135K -$29.5K -2,106 -15%
LNB
1271
Ledyard National Bank
$135K +$2.11K +151 +1%
WMP
1272
Wealth Management Partners
Arizona
$135K +$154K +11,000 New
WIM
1273
Westside Investment Management
California
$135K +$67.2K +4,804 +18%
FLPIM
1274
F.L. Putnam Investment Management
Massachusetts
$133K +$5.29K +378 +3%
RCA
1275
Resonant Capital Advisors
Wisconsin
$133K +$166K +11,876 New