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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1401
Continuum Advisory
Idaho
$606K -$9.9K -216 -2%
EA
1402
Everpar Advisors
Oklahoma
$605K +$111K +2,429 +22%
ACM
1403
Aljian Capital Management
Nevada
$603K +$18.3K +400 +3%
ACA
1404
Atlas Capital Advisors
Wyoming
$603K -$18.6K -406 -3%
BWM
1405
BNC Wealth Management
Oregon
$598K -$8.07K -176 -1%
First Command Advisory Services
1406
First Command Advisory Services
Texas
$598K +$27.5K +600 +5%
WAU
1407
Wellington-Altus USA
Manitoba, Canada
$596K -$60.8K -1,326 -24%
SCA
1408
Sandy Cove Advisors
Massachusetts
$595K +$22K +480 +4%
DTC
1409
Davidson Trust Company
Washington
$594K +$13.8K +300 +2%
SAM
1410
SP Asset Management
California
$594K -$1.1M -24,052 -64%
FVWA
1411
Foster Victor Wealth Advisors
South Carolina
$594K +$19.3K +420 +5%
MMG
1412
Monetary Management Group
Missouri
$594K – – –
IC
1413
Inscription Capital
Texas
$593K -$267K -5,823 -30%
SCP
1414
Sender Company & Partners
New York
$593K +$616K +13,447 New
IFWM
1415
Institute for Wealth Management
Colorado
$592K +$275 +6 +0%
RAG
1416
RIA Advisory Group
Iowa
$591K -$1.76M -38,500 -74%
CPIA
1417
Cornell Pochily Investment Advisors
New York
$591K – – –
OL
1418
OneFund LLC
Florida
$591K +$5.59K +122 +1%
BB
1419
Bell Bank
North Dakota
$590K -$229 -5 -0%
AWA
1420
AGH Wealth Advisors
Kansas
$590K +$135K +2,938 +28%
Fuller & Thaler Asset Management
1421
Fuller & Thaler Asset Management
California
$589K – – –
SSC
1422
Syverson Strege & Co
Iowa
$589K +$39.8K +869 +7%
VCM
1423
Vision Capital Management
Oregon
$587K -$6.42K -140 -1%
FWM
1424
Foguth Wealth Management
Michigan
$582K +$233K +5,079 New
JWBC
1425
J.W. Burns & Co
New York
$582K -$5.5K -120 -0.9%