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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1451
MONECO Advisors
Connecticut
$561K +$23.5K +512 +4%
IF
1452
IRON Financial
Illinois
$559K -$32K -698 -5%
Sax Wealth Advisors
1453
Sax Wealth Advisors
New Jersey
$558K -$45.8K -1,000 -6%
MBTD
1454
Mechanics Bank - Trust Department
California
$558K +$57.3K +1,250 +11%
SI
1455
Symmetry Investments
Jersey
$557K -$109K -2,387 -16%
KA
1456
KLCM Advisors
Wisconsin
$555K -$45.8K -1,000 -7%
SL
1457
Sentinus LLC
Illinois
$551K +$62.2K +1,358 +12%
S
1458
SimplyRich
California
$548K – – –
DI
1459
Disciplined Investors
Texas
$546K +$3.62K +79 +0.6%
I
1460
InceptionR
California
$546K -$38.2K -834 -6%
BHWM
1461
Bar Harbor Wealth Management
New Hampshire
$545K -$20.3K -442 -3%
Plancorp LLC
1462
Plancorp LLC
Missouri
$544K -$2.02K -44 -0.5%
LWM
1463
Lakeridge Wealth Management
Ohio
$544K -$5.59K -122 -1%
WP
1464
WealthPLAN Partners
Nebraska
$543K -$1.33M -29,071 -70%
HighPoint Advisor Group
1465
HighPoint Advisor Group
Illinois
$542K -$2.99M -65,168 -84%
UAG
1466
United Advisor Group
Ohio
$542K +$3.58K +78 +0.6%
TIA
1467
Traphagen Investment Advisors
New Jersey
$541K +$56.2K +1,227 +11%
IF
1468
Intrua Financial
Texas
$540K +$13.2K +289 +2%
EF
1469
Exeter Financial
Arizona
$539K – – –
TC
1470
Tannin Capital
North Carolina
$539K -$28K -610 -5%
APWA
1471
Atlas Private Wealth Advisors
New Jersey
$537K -$2.29K -50 -0.4%
USWIA
1472
UP Strategic Wealth Investment Advisors
Pennsylvania
$535K +$6.46K +141 +3%
CCAM
1473
Cascades Capital Asset Management
North Carolina
$534K – – –
CSC
1474
Caldwell Sutter Capital
California
$532K -$5.09K -111 -0.9%
SFG
1475
Sovereign Financial Group
Connecticut
$530K +$11K +241 +2%