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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1301
Pittenger & Anderson Inc
Nebraska
$15K – – –
PO
1302
Private Ocean
California
$15K – – –
OCM
1303
Ovata Capital Management
Hong Kong
$15K +$13.3K +1,000 New
LSA
1304
Lion Street Advisors
Texas
$14.9K +$13.3K +1,000 New
APWA
1305
Atlas Private Wealth Advisors
New Jersey
$14K -$93 -7 -0.7%
EWM
1306
Endurance Wealth Management
Rhode Island
$14K – – –
LF
1307
Lee Financial
Texas
$13K – – –
SSC
1308
Syverson Strege & Co
Iowa
$13K – – –
AAP
1309
Arax Advisory Partners
Colorado
$13K +$11.4K +859 New
PWP
1310
Personal Wealth Partners
Minnesota
$13K +$11.6K +870 New
CMF
1311
Counterpoint Mutual Funds
California
$13K +$11.7K +881 New
FRA
1312
Front Row Advisors
California
$13K +$13.3K +1,000 New
EI
1313
Ellevest Inc
New York
$12K +$186 +14 +2%
WT
1314
Washington Trust
Rhode Island
$12K +$2.66K +200 +30%
AIA
1315
Arcadia Investment Advisors
Idaho
$11.9K – – –
JWBC
1316
John W. Brooker & Co
California
$11K – – –
MCM
1317
MV Capital Management
Maryland
$11K +$8.56K +644 +692%
BBL
1318
Beck Bode LLC
Massachusetts
$11K +$9.69K +729 New
FPB
1319
First PREMIER Bank
South Dakota
$10K – – –
CWA
1320
Clearview Wealth Advisors
Oregon
$10K +$798 +60 +10%
PB
1321
Pinnacle Bancorp
Nebraska
$9K -$2.66K -200 -25%
BAM
1322
Bellevue Asset Management
Washington
$9K – – –
BCM
1323
Blume Capital Management
California
$9K – – –
FI
1324
FormulaFolio Investments
Michigan
$8K – – –
KFP
1325
KB Financial Partners
New Jersey
$8K – – –