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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Aries Wealth Management
Maine
$2.24M -$163K -522 -8%
CAI
1202
Capital Advisors Inc
Oklahoma
$2.23M -$104K -333 -5%
CFMC
1203
Curbstone Financial Management Corp
New Hampshire
$2.23M +$532K +1,700 +40%
BFG
1204
Berger Financial Group
Minnesota
$2.23M +$277K +885 +17%
NS
1205
NBC Securities
Alabama
$2.22M +$322K +1,030 +21%
LAM
1206
L2 Asset Management
Massachusetts
$2.22M +$144K +461 +8%
NWMG
1207
National Wealth Management Group
Ohio
$2.21M -$11.6K -37 -0.6%
SB
1208
Sunflower Bank
Texas
$2.21M -$26.9K -86 -1%
FA
1209
Fagan Associates
New York
$2.21M -$16.9K -54 -0.9%
WM
1210
Whitford Management
New York
$2.2M -$2.28M -7,267 -55%
CAC
1211
Certified Advisory Corp
Florida
$2.2M -$46.3K -148 -2%
HBT
1212
Hills Bank & Trust
Iowa
$2.2M +$52.3K +167 +3%
BHWM
1213
Bar Harbor Wealth Management
New Hampshire
$2.2M +$398K +1,270 +28%
WC
1214
Waterloo Capital
Texas
$2.18M +$405K +1,292 +28%
FWA
1215
FORM Wealth Advisors
Wisconsin
$2.18M +$313 +1 +0%
WIC
1216
Wilkins Investment Counsel
Massachusetts
$2.17M +$72.3K +231 +4%
FBT
1217
First Bankers Trust
Kentucky
$2.17M -$887K -2,833 -33%
OL
1218
Owen LaRue
Kentucky
$2.17M -$3.44K -11 -0.2%
LF
1219
Lantz Financial
Illinois
$2.17M -$21.6K -69 -1%
FCA
1220
Fortis Capital Advisors
Kansas
$2.17M +$1.55M +4,950 +582%
AO
1221
Advisor OS
Illinois
$2.17M -$572K -1,826 -24%
CV
1222
Counterweight Ventures
North Carolina
$2.16M -$30.1K -96 -2%
PFA
1223
Pure Financial Advisors
California
$2.15M +$150K +478 +9%
CP
1224
Camelot Portfolios
Ohio
$2.15M +$667K +2,130 +59%
WPP
1225
Whalerock Point Partners
Rhode Island
$2.14M -$73.6K -235 -4%