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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1101
AA Financial Advisors
Ohio
$439K
NL
1102
NWAM LLC
Washington
$435K +$441K +5,620 New
PTC
1103
Philadelphia Trust Company
Pennsylvania
$434K
SEIA
1104
Signature Estate & Investment Advisors
California
$434K +$10.2K +130 +2%
MIM
1105
Morningstar Investment Management
Illinois
$431K -$22K -280 -5%
APP
1106
Avantax Planning Partners
Iowa
$429K -$25.1K -320 -5%
RCAG
1107
Rehmann Capital Advisory Group
Michigan
$428K -$23.5K -300 -5%
TCM
1108
Telos Capital Management
California
$428K +$2.35K +30 +0.5%
DWM
1109
Drive Wealth Management
Utah
$428K +$1.57K +20 +0.4%
ABC
1110
Associated Banc-Corp
Wisconsin
$427K
WCM
1111
Whitener Capital Management
North Carolina
$426K -$19.6K -250 -4%
RFG
1112
Range Financial Group
Oregon
$426K +$202K +2,580 +88%
CG
1113
Cynosure Group
Utah
$425K -$251K -3,200 -37%
SWM
1114
Shelton Wealth Management
Texas
$424K +$22.8K +290 +6%
LFG
1115
Larson Financial Group
Missouri
$419K -$112K -1,430 -21%
DOA
1116
D'Orazio & Associates
Virginia
$418K -$6.28K -80 -1%
JBA
1117
Johnson Bixby & Associates
Washington
$414K
SI
1118
Seeds Investor
New York
$414K +$46.3K +590 +12%
BS
1119
Banco Santander
Spain
$413K +$418K +5,330 New
GSIS
1120
Global Strategic Investment Solutions
Arizona
$410K
NF
1121
Nikulski Financial
Iowa
$409K +$30.6K +390 +8%
FMLI
1122
Fukoku Mutual Life Insurance
Japan
$409K
AWA
1123
Arkadios Wealth Advisors
Georgia
$406K -$348K -4,440 -46%
TWM
1124
Trueblood Wealth Management
Ohio
$405K -$39.2K -500 -9%
JIC
1125
Joel Isaacson & Co
New York
$404K -$392K -5,000 -49%