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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
2701
Kessler Investment Group
Indiana
$172K +$5.99K +99 +4%
TWM
2702
Tradition Wealth Management
Minnesota
$172K +$41.7K +688 +33%
BAAM
2703
Baker Avenue Asset Management
California
$170K +$20.9K +345 +14%
AWM
2704
Accel Wealth Management
Iowa
$170K
VCM
2705
Versant Capital Management
Arizona
$168K +$158K +2,615 +2,842%
FP
2706
Financial Perspectives
Minnesota
$167K
ACA
2707
Atlas Capital Advisors
Wyoming
$163K
SC
2708
Schubert & Co
Texas
$157K -$46.3K -764 -23%
CWA
2709
Clearview Wealth Advisors
Oregon
$157K -$11.2K -185 -7%
FCT
2710
First Community Trust
Iowa
$155K
FWM
2711
Focused Wealth Management
New York
$153K
CA
2712
Centerpoint Advisors
Massachusetts
$150K +$38.1K +630 +35%
TCA
2713
Trifecta Capital Advisors
Illinois
$150K
WIM
2714
WealthPlan Investment Management
Nebraska
$149K -$538K -8,880 -79%
CA
2715
Crewe Advisors
Utah
$148K +$38.3K +632 +36%
CTB
2716
Country Trust Bank
Illinois
$148K
GA
2717
GoalVest Advisory
New York
$145K -$26.6K -439 -16%
BC
2718
Barrett & Company
Rhode Island
$145K +$10.3K +170 +8%
PO
2719
Private Ocean
California
$143K
MLA
2720
MB, Levis & Associates
Pennsylvania
$143K
HH
2721
HWG Holdings
Texas
$139K
CCA
2722
Column Capital Advisors
Indiana
$135K -$5.21K -86 -4%
JMF
2723
Johnson Midwest Financial
Iowa
$134K +$6.84K +113 +6%
SCA
2724
Stuart Chaussee & Associates
California
$133K -$11K -182 -8%
VIA
2725
Virtus Investment Advisers
Connecticut
$131K