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Name Holding Trade Value Shares
Change
Change in
Stake
VBA
2226
von Borstel & Associates
Oregon
$735K -$784K -2,619 -51%
DAS
2227
Daybright Advisory Services
Florida
$735K +$743K +2,481 New
TF
2228
Tudor Financial
Ohio
$735K +$30.2K +101 +4%
FPWM
2229
FSB Premier Wealth Management
Iowa
$734K +$56.9K +190 +8%
NPF
2230
Norris Perne & French
Michigan
$734K +$38.3K +128 +5%
BIG
2231
Builder Investment Group
Georgia
$733K
FHC
2232
First Heartland Consultants
Missouri
$732K +$19.8K +66 +3%
QFA
2233
Quantum Financial Advisors
California
$732K -$23.7K -79 -3%
W
2234
Wealthquest
Ohio
$731K +$739K +2,468 New
BA
2235
Ballast Advisors
Minnesota
$731K -$42.2K -141 -5%
AIS
2236
AM Investment Strategies
Tennessee
$730K +$599 +2 +0.1%
DCM
2237
Dorato Capital Management
Colorado
$730K +$707K +2,361 New
7WCP
2238
71 West Capital Partners
Massachusetts
$729K +$737K +2,462 New
MCM
2239
Magnolia Capital Management
New York
$728K
FWM
2240
Forteris Wealth Management
New York
$727K +$736K +2,456 New
FIB
2241
First Interstate Bank
Montana
$726K
WCG
2242
Weaver Consulting Group
California
$725K +$898 +3 +0.1%
TAM
2243
Trillium Asset Management
Massachusetts
$724K -$19.8K -66 -3%
WOSD
2244
WFA of San Diego
California
$723K
ACA
2245
Affinity Capital Advisors
California
$723K +$96.7K +323 +15%
PB
2246
Pinnacle Bancorp
Nebraska
$722K
MLA
2247
MB, Levis & Associates
Pennsylvania
$722K +$299 +1 +0%
SIM
2248
Sentry Investment Management
Wisconsin
$721K +$24.6K +82 +3%
IAS
2249
Integrity Advisory Solutions
Texas
$720K -$3.59K -12 -0.5%
CUAMC
2250
China Universal Asset Management Company
China
$719K +$17.4K +58 +2%