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Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1926
Intelligence Driven Advisers
California
$210K
FFA
1927
Fi3 Financial Advisors
Indiana
$210K -$26.7K -37 -11%
AAM
1928
Azzad Asset Management
Virginia
$209K -$26.7K -37 -11%
PWA
1929
Physician Wealth Advisors
Utah
$208K -$721 -1 -0.3%
AIM
1930
Advyzon Investment Management
Illinois
$208K +$220K +305 New
IF
1931
IRON Financial
Illinois
$208K +$220K +305 New
BB
1932
Bell Bank
North Dakota
$208K -$1.44K -2 -0.7%
AGP
1933
Autumn Glory Partners
Texas
$208K
BEW
1934
Burton Enright Welch
California
$207K +$9.37K +13 +4%
CIP
1935
Convergence Investment Partners
Florida
$206K
FF
1936
Foronjy Financial
California
$206K -$7.21K -10 -3%
4WM
1937
49 Wealth Management
Texas
$206K +$217K +301 New
OR
1938
Olympiad Research
Connecticut
$206K +$217K +301 New
Cohen & Steers
1939
Cohen & Steers
New York
$205K
TYCC
1940
Texas Yale Capital Corp
Florida
$205K -$64.9K -90 -23%
CAIM
1941
Catherine Avery Investment Management
Florida
$205K
SLA
1942
Silver Lake Advisory
Utah
$205K
FAM
1943
Fenimore Asset Management
New York
$205K +$216K +300 New
PIA
1944
Prakash Investment Advisors
Massachusetts
$205K +$216K +300 New
KNW
1945
Kesler Norman & Wride
Utah
$205K +$235K +326 New
BWM
1946
Brown Wealth Management
Illinois
$204K -$6.49K -9 -3%
NFTC
1947
North Forty Two & Co
Oregon
$204K -$36K -50 -14%
VDI
1948
Vaughan David Investments
Illinois
$203K
GFPC
1949
Global Financial Private Client
Florida
$202K +$13K +18 +6%
PFM
1950
Phillips Financial Management
Indiana
$202K +$4.33K +6 +2%