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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
2201
Great Lakes Retirement
Ohio
$108K -$733K -22,373 -87%
CAM
2202
Close Asset Management
United Kingdom
$108K -$114K -3,480 -50%
UIA
2203
Ulland Investment Advisors
Minnesota
$107K +$61.8K +1,887 +119%
HB
2204
Horizon Bancorp
Indiana
$105K -$5.64K -172 -5%
HGERS
2205
Householder Group Estate & Retirement Specialist
Arizona
$105K -$33 -1 -0%
SS
2206
Sunbelt Securities
Texas
$105K +$71.2K +2,174 +180%
BCP
2207
Blue Chip Partners
Michigan
$104K +$688 +21 +0.6%
MWM
2208
Mascoma Wealth Management
New Hampshire
$103K -$39.1K -1,194 -26%
CMP
2209
Coston McIsaac & Partners
Maine
$103K -$5.9K -180 -5%
PP
2210
Pacifica Partners
Canada
$102K +$2.72K +83 +3%
FUBT
2211
First United Bank & Trust
Maryland
$102K -$5.9K -180 -5%
ETS
2212
ESL Trust Services
New York
$101K +$1.64K +50 +2%
BCMLT
2213
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K -$9.14K -279 -8%
VC
2214
Vestor Capital
Illinois
$101K -$44.7K -1,365 -29%
CP
2215
Camelot Portfolios
Ohio
$101K +$107K +3,260 New
SNB
2216
Security National Bank
Nebraska
$101K – – –
OSNBOA
2217
Old Second National Bank of Aurora
Illinois
$101K +$5.54K +169 +5%
RWMG
2218
Redwood Wealth Management Group
New Jersey
$99K +$105K +3,196 New
BIA
2219
Bell Investment Advisors
California
$97.6K -$918 -28 -0.9%
DP
2220
Denver PWM
Colorado
$96K +$102K +3,101 New
AFG
2221
Albion Financial Group
Utah
$94.9K – – –
PA
2222
PSI Advisors
Florida
$94.4K -$3.64K -111 -4%
SIS
2223
Strategic Investment Solutions
Illinois
$93.6K +$68.4K +2,086 New
PAM
2224
Paradigm Asset Management
New York
$93K -$1.1M -33,700 -92%
RA
2225
Rise Advisors
New York
$91.6K +$393 +12 +0.4%