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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1451
IRON Financial
Illinois
$559K -$32K -698 -5%
Sax Wealth Advisors
1452
Sax Wealth Advisors
New Jersey
$558K -$45.8K -1,000 -6%
MBTD
1453
Mechanics Bank - Trust Department
California
$558K +$57.3K +1,250 +11%
SI
1454
Symmetry Investments
Jersey
$557K -$109K -2,387 -16%
KA
1455
KLCM Advisors
Wisconsin
$555K -$45.8K -1,000 -7%
SL
1456
Sentinus LLC
Illinois
$551K +$62.2K +1,358 +12%
S
1457
SimplyRich
California
$548K – – –
DI
1458
Disciplined Investors
Texas
$546K +$3.62K +79 +0.6%
I
1459
InceptionR
California
$546K -$38.2K -834 -6%
BHWM
1460
Bar Harbor Wealth Management
New Hampshire
$545K -$20.3K -442 -3%
Plancorp LLC
1461
Plancorp LLC
Missouri
$544K -$2.02K -44 -0.5%
LWM
1462
Lakeridge Wealth Management
Ohio
$544K -$5.59K -122 -1%
WP
1463
WealthPLAN Partners
Nebraska
$543K -$1.33M -29,071 -70%
HighPoint Advisor Group
1464
HighPoint Advisor Group
Illinois
$542K -$2.99M -65,168 -84%
UAG
1465
United Advisor Group
Ohio
$542K +$3.58K +78 +0.6%
TIA
1466
Traphagen Investment Advisors
New Jersey
$541K +$56.2K +1,227 +11%
IF
1467
Intrua Financial
Texas
$540K +$13.2K +289 +2%
EF
1468
Exeter Financial
Arizona
$539K – – –
TC
1469
Tannin Capital
North Carolina
$539K -$28K -610 -5%
APWA
1470
Atlas Private Wealth Advisors
New Jersey
$537K -$2.29K -50 -0.4%
USWIA
1471
UP Strategic Wealth Investment Advisors
Pennsylvania
$535K +$6.46K +141 +3%
CCAM
1472
Cascades Capital Asset Management
North Carolina
$534K – – –
CSC
1473
Caldwell Sutter Capital
California
$532K -$5.09K -111 -0.9%
SFG
1474
Sovereign Financial Group
Connecticut
$530K +$11K +241 +2%
Cassaday & Co Wealth Management
1475
Cassaday & Co Wealth Management
Virginia
$530K -$2.61K -57 -0.5%