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Name Holding Trade Value Shares
Change
Change in
Stake
SN
2126
Sittner & Nelson
Oregon
$233K – – –
PCM
2127
Palisade Capital Management
New Jersey
$233K – – –
IF
2128
IRON Financial
Illinois
$232K -$2.19K -17 -1%
OTL
2129
Oak Thistle LLC
New York
$232K +$224K +1,732 New
AWA
2130
Authentikos Wealth Advisory
California
$231K -$2.71K -21 -1%
CWM
2131
Centric Wealth Management
Illinois
$231K -$3.74K -29 -2%
COCM
2132
Charter Oak Capital Management
New Hampshire
$231K -$8K -62 -3%
PSC
2133
Prentiss Smith & Co
Vermont
$231K +$16.5K +128 +8%
VP
2134
Verum Partners
North Carolina
$231K +$223K +1,728 New
JFGIW
2135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K -$60K -465 -21%
CW
2136
Cook Wealth
North Carolina
$231K +$2.71K +21 +1%
TFP
2137
Triune Financial Partners
Kansas
$231K – – –
TP
2138
Tranquility Partners
Tennessee
$230K -$1.29K -10 -0.6%
FFA
2139
Fortune Financial Advisors
Kansas
$230K +$221K +1,716 New
PFP
2140
Paragon Financial Partners
California
$229K -$2.58K -20 -1%
AMG
2141
Asset Management Group
Connecticut
$229K +$2.32K +18 +1%
JF
2142
Jump Financial
Illinois
$229K +$221K +1,709 New
BCMLT
2143
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K -$2.06K -16 -0.9%
SIC
2144
Sterling Investment Counsel
New York
$227K – – –
CJL
2145
Cyrus J. Lawrence
New York
$227K -$4K -31 -2%
CWA
2146
Carolina Wealth Advisors
South Carolina
$227K +$4.65K +36 +2%
WHC
2147
Wulff, Hansen & Co
California
$227K – – –
AIFAIM
2148
American Institute for Advanced Investment Management
Arizona
$226K +$218K +1,692 New
EDRIA
2149
Edmonds Duncan Registered Investment Advisors
Kansas
$226K +$2.58K +20 +1%
BFG
2150
Beacon Financial Group
Texas
$226K +$10.7K +83 +5%