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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1101
Ironwood Financial
Arizona
$3.13M +$50.1K +199 +2%
CIA
1102
Cladis Investment Advisory
Montana
$3.13M -$12.6K -50 -0.4%
NL
1103
NWAM LLC
Washington
$3.11M -$204K -810 -7%
CPIA
1104
Cornell Pochily Investment Advisors
New York
$3.11M -$547K -2,171 -16%
PL
1105
Perpetual Ltd
Australia
$3.11M -$370K -1,469 -12%
MIM
1106
Marco Investment Management
Georgia
$3.1M +$40.8K +162 +1%
SCM
1107
Sterneck Capital Management
Missouri
$3.1M -$568K -2,256 -17%
CCWA
1108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.1M +$2.77M +11,009 New
FNBOO
1109
First National Bank of Omaha
Nebraska
$3.09M -$358K -1,420 -11%
MGWM
1110
Marks Group Wealth Management
Minnesota
$3.09M +$117K +463 +4%
TWM
1111
Tortuga Wealth Management
California
$3.07M +$297K +1,178 +12%
HAG
1112
HighPoint Advisor Group
Illinois
$3.07M +$370K +1,470 +16%
PAM
1113
Pegasus Asset Management
New York
$3.07M +$2.02M +8,001 +275%
PCA
1114
Pallas Capital Advisors
Massachusetts
$3.06M +$1.02M +4,064 +60%
AIA
1115
Alternative Investment Advisors
Florida
$3.05M +$3.78K +15 +0.1%
OPTFSNA
1116
Old Point Trust & Financial Services N A
Virginia
$3.05M -$35.3K -140 -1%
BG
1117
Bahl & Gaynor
Ohio
$3.04M -$27.5K -109 -1%
JAG
1118
Journey Advisory Group
Kentucky
$3.04M +$477K +1,895 +21%
OF
1119
Optimize Financial
California
$3.03M -$9.32K -37 -0.3%
SCS
1120
Sound Capital Solutions
Florida
$3.03M +$2.72M +10,789 New
SSA
1121
Sierra Summit Advisors
Nevada
$3.03M +$98.8K +392 +4%
IIM
1122
Ipswich Investment Management
Massachusetts
$3.01M -$7.05K -28 -0.3%
RCM
1123
RNC Capital Management
California
$3.01M -$1.37M -5,431 -34%
QIM
1124
Quest Investment Management
Oregon
$3M – – –
GFPC
1125
Global Financial Private Client
Florida
$3M +$40.8K +162 +2%