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Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1301
Southeast Asset Advisors
Georgia
$138K +$7.89K +608 +6%
WAS
1302
WESPAC Advisors SoCal
California
$138K +$144K +11,074 New
PFBT
1303
Parkside Financial Bank & Trust
Missouri
$137K +$20.3K +1,565 +16%
OLVIG
1304
Oliver Lagore Vanvalin Investment Group
Michigan
$137K -$4.87K -375 -3%
DDPIC
1305
Deroy & Devereaux Private Investment Counsel
Michigan
$137K
AA
1306
Addison Advisors
Vermont
$137K -$36.3K -2,793 -20%
AMBIA
1307
Allen Mooney & Barnes Investment Advisors
Georgia
$137K +$7.05K +543 +5%
FP
1308
Financial Perspectives
Minnesota
$137K +$65 +5 +0%
RFA
1309
Register Financial Advisors
Georgia
$136K +$6.56K +505 +5%
DTC
1310
Davidson Trust Company
Washington
$136K +$142K +10,972 New
AF
1311
Advisornet Financial
Minnesota
$136K -$126K -9,685 -47%
WF
1312
WoodTrust Financial
Wisconsin
$136K +$142K +10,912 New
CBC
1313
Coombe, Bender & Co
New York
$136K +$1.71K +132 +1%
OFP
1314
OLIO Financial Planning
Virginia
$135K +$141K +10,886 New
CWA
1315
Canvas Wealth Advisors
Kansas
$135K -$2.26K -174 -1%
NSAM
1316
North Star Asset Management
Wisconsin
$135K +$141K +10,867 New
AA
1317
Alta Advisers
United Kingdom
$134K
ADL
1318
Asset Dedication LLC
California
$134K
RCA
1319
Resonant Capital Advisors
Wisconsin
$134K +$4.56K +351 +3%
HIP
1320
HUB Investment Partners
Texas
$134K -$10.9K -843 -7%
AIA
1321
Arrow Investment Advisors
Maryland
$133K +$140K +10,744 New
GWM
1322
Gray Wealth Management
Maine
$133K -$45K -3,468 -24%
TWM
1323
Triton Wealth Management
Arizona
$133K -$25.2K -1,944 -13%
EC
1324
EdgeRock Capital
Colorado
$133K +$139K +10,676 New
CFG
1325
Cooper Financial Group
California
$133K +$2.01K +155 +1%