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Name Holding Trade Value Shares
Change
Change in
Stake
IF
901
Ironwood Financial
Arizona
$49K – – –
HWA
902
Heritage Wealth Advisors
Virginia
$47.1K – – –
WCM
903
Whitener Capital Management
North Carolina
$46K – – –
WPA
904
West Paces Advisors
Georgia
$41.8K – – –
SWA
905
Sutton Wealth Advisors
Florida
$41.6K +$693 +3 +2%
CAGAS
906
Capital Advisory Group Advisory Services
Minnesota
$39K – – –
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$39K – – –
VFA
908
Valeo Financial Advisors
Indiana
$35K – – –
EFSCE
909
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$3.24K +14 +12%
DBT
910
Dubuque Bank & Trust
Iowa
$33K – – –
TA
911
Thor Advisors
New York
$33K +$29.6K +128 New
SPL
912
Smart Portfolios LLC
Washington
$29K – – –
CIM
913
Contravisory Investment Management
Massachusetts
$28K – – –
TFO
914
Tarbox Family Office
California
$28K – – –
FGAM
915
Financial Gravity Asset Management
Texas
$28K +$24.7K +107 New
PO
916
Private Ocean
California
$28K +$25K +108 New
CI
917
CX Institutional
Indiana
$27K +$10.9K +47 +85%
BWA
918
Burt Wealth Advisors
Maryland
$26K – – –
AIA
919
Alera Investment Advisors
Illinois
$26K +$693 +3 +3%
PAI
920
Pittenger & Anderson Inc
Nebraska
$26K +$5.78K +25 +33%
FA
921
Financial Advantage
Maryland
$26K +$23.1K +100 New
GRP
922
Global Retirement Partners
California
$25K -$2.77K -12 -11%
HDIM
923
Hanson & Doremus Investment Management
Vermont
$25K -$1.85K -8 -8%
CT
924
Clearstead Trust
Maine
$25K +$21.5K +93 New
SCM
925
Shelton Capital Management
Colorado
$23.7K -$4.05M -17,525 -74%