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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1601
City State Bank
Iowa
$13.3K – – –
JFA
1602
JNBA Financial Advisors
Minnesota
$13.3K – – –
YP
1603
YANKCOM Partnership
South Dakota
$13.1K -$70.7K -203 -80%
AT
1604
Avalon Trust
New Mexico
$13.1K -$58.2K -167 -77%
PMFA
1605
Plante Moran Financial Advisors
Michigan
$13.1K -$38K -109 -69%
BFP
1606
Birchwood Financial Partners
Minnesota
$13.1K – – –
BCM
1607
Boreal Capital Management
Florida
$13.1K – – –
IBOK
1608
Independence Bank of Kentucky
Kentucky
$13.1K – – –
TLA
1609
Tanglewood Legacy Advisors
Texas
$13.1K – – –
KFA
1610
Kelleher Financial Advisors
New York
$13.1K +$11.8K +34 +213%
SIM
1611
Synergy Investment Management
Florida
$12.8K +$10.8K +31 +388%
LI
1612
LRI Investments
Florida
$12.8K -$51.2K -147 -75%
BFS
1613
Bare Financial Services
Pennsylvania
$12.8K +$6.97K +20 +69%
AS
1614
Altshuler Shaham
Israel
$12.8K +$10.8K +31 +172%
CW
1615
CrossGen Wealth
North Carolina
$12.5K -$8.71K -25 -34%
AFC
1616
Ares Financial Consulting
California
$12.5K -$3.13K -9 -16%
GJIA
1617
Glass Jacobson Investment Advisors
Maryland
$12.5K – – –
RFS
1618
Richardson Financial Services
Massachusetts
$12.3K -$697 -2 -4%
DF
1619
DecisionPoint Financial
Arizona
$12K -$1.04K -3 -6%
CWM
1620
Copia Wealth Management
Oregon
$12K – – –
MFP
1621
Meramec Financial Planners
Missouri
$11.5K +$3.48K +10 +36%
HHCP
1622
Hilton Head Capital Partners
South Carolina
$11.5K -$306K -879 -95%
QL
1623
Quarry LP
New York
$11.5K -$16K -46 -51%
WB
1624
Webster Bank
Connecticut
$11K -$1.39K -4 -9%
FRA
1625
Front Row Advisors
California
$10.8K – – –