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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1901
Occidental Asset Management
California
$713K +$51 +1 +0%
SCFS
1902
S.C. Financial Services
Arizona
$713K +$663K +12,970 New
WA
1903
Waverly Advisors
Alabama
$712K -$22.3K -436 -3%
IF
1904
IRON Financial
Illinois
$712K +$51 +1 +0%
DG
1905
DMC Group
Alabama
$712K +$758K +14,834 New
RTS
1906
Round Table Services
New Jersey
$710K -$55.7K -1,089 -7%
BFG
1907
Berger Financial Group
Minnesota
$709K +$41.8K +818 +6%
AI
1908
AXS Investments
New York
$709K +$704K +13,769 New
SIC
1909
Sigma Investment Counselors
Michigan
$708K -$10.2K -200 -1%
TAIM
1910
TD Ameritrade Investment Management
Nebraska
$707K -$296K -5,794 -30%
MPPLM
1911
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$705K -$65.5K -1,282 -9%
PWA
1912
Phoenix Wealth Advisors
North Carolina
$702K -$56.1K -1,097 -7%
AIIMS
1913
Analyst IMS Investment Management Services
Israel
$701K -$1.2M -23,450 -63%
WWM
1914
Windsor Wealth Management
Indiana
$701K -$37.9K -742 -5%
PS
1915
Planned Solutions
California
$701K +$696K +13,620 New
PCMC
1916
Paragon Capital Management (Colorado)
Colorado
$700K -$28.1K -549 -4%
ACA
1917
Aptus Capital Advisors
Alabama
$697K -$36.4K -711 -5%
SFG
1918
SNS Financial Group
Minnesota
$696K +$7.67K +150 +1%
QI
1919
Qtron Investments
Massachusetts
$694K
ATWA
1920
Arbor Trust Wealth Advisors
Michigan
$692K -$268K -5,250 -28%
PCG
1921
Private Capital Group
Connecticut
$691K -$62.5K -1,222 -8%
LNWTC
1922
Laird Norton Wetherby Trust Company
Washington
$691K -$716 -14 -0.1%
FAFN
1923
First Affirmative Financial Network
Colorado
$691K +$9.77K +191 +1%
SAM
1924
Seelaus Asset Management
New Jersey
$690K -$26.8K -525 -4%
5L
1925
55I LLC
Massachusetts
$690K +$5.98K +117 +0.9%