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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1351
Monetary Management Group
Missouri
$35.9K – – –
CNBT
1352
Cornerstone National Bank & Trust
Illinois
$35K – – –
WOSD
1353
WFA of San Diego
California
$34.7K -$33.4K -2,900 -50%
VWA
1354
VSM Wealth Advisory
Maryland
$34.4K +$46 +4 +0.1%
WWM
1355
Wolff Wiese Magana
California
$34.1K +$369 +32 +1%
DRS
1356
Deane Retirement Strategies
Louisiana
$33.5K +$32.2K +2,797 New
AF
1357
Alerus Financial
North Dakota
$33K +$31.1K +2,700 +4,576%
LP
1358
LMR Partners
United Kingdom
$32.4K +$31.2K +2,707 New
HIA
1359
Harbor Investment Advisory
Maryland
$32.3K – – –
DAM
1360
Delta Asset Management
Tennessee
$32.3K -$1.34K -116 -4%
HIIFS
1361
Harel Insurance Investments & Financial Services
Israel
$32K – – –
TCM
1362
TruNorth Capital Management
Michigan
$31.8K – – –
BCWM
1363
Bartlett & Co Wealth Management
Ohio
$31.7K +$5.07K +440 +20%
KFP
1364
Kerr Financial Planning
California
$31.7K +$28K +2,429 New
FMII
1365
Farmers & Merchants Investments Inc
Nebraska
$31.5K – – –
AFG
1366
Albion Financial Group
Utah
$31.1K – – –
CA
1367
Crewe Advisors
Utah
$31.1K +$1.63K +141 +6%
FG
1368
Fairman Group
Pennsylvania
$31K +$23 +2 +0.1%
GKIM
1369
GW&K Investment Management
Massachusetts
$31K +$1.27K +110 +4%
PWS
1370
Peterson Wealth Services
Utah
$30.6K +$178K +15,487 +612%
FWA
1371
Flagship Wealth Advisors
Massachusetts
$30.6K – – –
NCM
1372
Northwest Capital Management
Oregon
$30.5K – – –
POIA
1373
Pin Oak Investment Advisors
Texas
$30.2K +$12 +1 +0%
SL
1374
Salomon & Ludwin
Virginia
$29.6K +$12.5K +1,083 +87%
VWWMG
1375
Vermillion & White Wealth Management Group
Pennsylvania
$29.4K – – –