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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
1001
Benjamin F. Edwards & Company
Missouri
$101K +$42.8K +156 +85%
BWM
1002
BerganKDV Wealth Management
Minnesota
$99K +$1.65K +6 +2%
RFA
1003
Reilly Financial Advisors
California
$98K -$1.1K -4 -1%
RCA
1004
Ranch Capital Advisors
Florida
$97K +$12.3K +45 +16%
JFGIW
1005
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K -$36.5K -133 -30%
SIAS
1006
Shine Investment Advisory Services
Colorado
$86K +$3.02K +11 +4%
OIA
1007
Optimum Investment Advisors
Illinois
$83K – – –
GAM
1008
Gemmer Asset Management
California
$82K -$6.31K -23 -8%
TFS
1009
TrustCore Financial Services
Tennessee
$81K – – –
HWA
1010
Heritage Wealth Advisors
Virginia
$79.4K – – –
MDCM
1011
Morgan Dempsey Capital Management
Wisconsin
$77K -$10.4K -38 -13%
PB
1012
Pinnacle Bancorp
Nebraska
$76K – – –
O
1013
Ossiam
France
$75K +$20.6K +75 +42%
IFAM
1014
Institutional & Family Asset Management
Colorado
$74K +$67.2K +245 +4,900%
GRP
1015
Global Retirement Partners
California
$69K – – –
SQA
1016
Simon Quick Advisors
New Jersey
$67K -$1.37K -5 -2%
PGAM
1017
Princeton Global Asset Management
New Jersey
$67K +$1.37K +5 +2%
RBC
1018
Roble Belko & Company
Pennsylvania
$65K +$60.6K +221 New
CFGS
1019
Concourse Financial Group Securities
Alabama
$60K -$5.76K -21 -9%
CI
1020
CX Institutional
Indiana
$60K +$31.5K +115 +134%
TI
1021
Truehand Inc
New Hampshire
$59K +$54.9K +200 New
BCM
1022
Birch Capital Management
Texas
$58K – – –
TI
1023
tru Independence
Oregon
$56K -$13.4K -49 -21%
IF
1024
Ironwood Financial
Arizona
$55K – – –
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$54K – – –