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Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
2651
Legacy Financial Group (Iowa)
Iowa
$186K +$200K +3,329 New
CB
2652
Centennial Bank
Arkansas
$186K +$89.3K +1,489 +81%
PMFA
2653
Plante Moran Financial Advisors
Michigan
$184K -$3.36K -56 -2%
BAM
2654
Bellevue Asset Management
Washington
$179K +$300 +5 +0.2%
SIM
2655
Studio Investment Management
Illinois
$178K +$9.9K +165 +6%
TWM
2656
Tradition Wealth Management
Minnesota
$178K +$3.78K +63 +2%
MWM
2657
Mascoma Wealth Management
New Hampshire
$177K
PK
2658
Pflug Koory
Nebraska
$176K -$84K -1,400 -31%
IRAG
2659
Investment Research & Advisory Group
Georgia
$175K
HB
2660
Horizon Bancorp
Indiana
$172K +$102K +1,700 +124%
APW
2661
Acima Private Wealth
Virginia
$170K
SOW
2662
State of Wyoming
Wyoming
$170K +$182K +3,039 New
C
2663
Covestor
United Kingdom
$169K +$5.94K +99 +3%
AT
2664
Avalon Trust
New Mexico
$164K -$30K -500 -15%
OBWP
2665
O'Brien Wealth Partners
Massachusetts
$163K +$60 +1 +0%
WOSD
2666
WFA of San Diego
California
$162K
CAL
2667
Capital Advisors Ltd
Ohio
$162K -$13.5K -225 -7%
RFA
2668
Resurgent Financial Advisors
Georgia
$161K -$15.4K -256 -8%
VCM
2669
Versant Capital Management
Arizona
$160K +$7.68K +128 +5%
AAP
2670
Arax Advisory Partners
Colorado
$160K -$7.44K -124 -4%
BC
2671
Barrett & Company
Rhode Island
$159K
BCM
2672
Bourgeon Capital Management
Connecticut
$157K
SIC
2673
SJS Investment Consulting
Ohio
$157K +$1.5K +25 +0.9%
RA
2674
Rational Advisors
New York
$153K -$121K -2,013 -42%
TSWM
2675
Tyler-Stone Wealth Management
Ohio
$153K +$27.6K +461 +20%