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Name Holding Trade Value Shares
Change
Change in
Stake
DRS
3201
Deane Retirement Strategies
Louisiana
$4.31K – – –
FS
3202
Financially Speaking
Colorado
$4K – – –
UIA
3203
Ulland Investment Advisors
Minnesota
$4K – – –
AWMA
3204
Arbor Wealth Management (Arizona)
Arizona
$3.77K +$3.61K +12 New
DF
3205
DecisionPoint Financial
Arizona
$3.7K – – –
PG
3206
Proffitt & Goodson
Tennessee
$3.7K – – –
LAM
3207
Lummis Asset Management
Texas
$3.7K – – –
WAG
3208
Wiser Advisor Group
Arizona
$3.41K – – –
BCH
3209
Berkshire Capital Holdings
California
$3.08K – – –
FG
3210
Fairman Group
Pennsylvania
$2.47K – – –
RC
3211
Rexford Capital
Texas
$2.46K +$2.41K +8 New
Walleye Capital
3212
Walleye Capital
New York
$2.16K +$2.11K +7 New
GC
3213
Gould Capital
Washington
$1.85K – – –
KSB
3214
Kennebec Savings Bank
Maine
$1.85K – – –
LGWM
3215
Litman Gregory Wealth Management
California
$1.54K +$1.51K +5 New
PMIM
3216
Prudent Man Investment Management
Colorado
$1.54K +$1.51K +5 New
IAG
3217
Innovative Advisory Group
Massachusetts
$1.54K – – –
BGA
3218
Battery Global Advisors
Massachusetts
$1.43K +$25.6K +85 New
DCM
3219
Dorato Capital Management
Colorado
$1.3K +$1.2K +4 New
APW
3220
Atlantic Private Wealth
North Carolina
$1.26K -$1.51K -5 -56%
LA
3221
LM Advisors
California
$1.25K -$169K -561 -59%
KFGG
3222
Keystone Financial Group (Georgia)
Georgia
$1.23K – – –
BIM
3223
Breakwater Investment Management
Washington
$1.23K – – –
RJA
3224
Ross\Johnson & Associates
Minnesota
$1.23K +$903 +3 +300%
ACA
3225
Atlas Capital Advisors
Wyoming
$1.23K +$1.2K +4 New