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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1001
Advisornet Financial
Minnesota
$7K +$235 +1 +3%
PP
1002
PFS Partners
New Jersey
$6.59K – – –
TFO
1003
Tarbox Family Office
California
$6K -$3.53K -15 -35%
EW
1004
Evoke Wealth
California
$6K – – –
BFEC
1005
Benjamin F. Edwards & Company
Missouri
$6K +$1.65K +7 +33%
CI
1006
Cordant Inc
Oregon
$6K +$6.35K +27 New
VCM
1007
Vigilant Capital Management
Maine
$5K -$43.7K -186 -90%
AP
1008
Arlington Partners
Alabama
$5K -$6.12K -26 -53%
AIP
1009
Ahrens Investment Partners
Louisiana
$5K – – –
CSB
1010
City State Bank
Iowa
$5K – – –
CBT
1011
CoreFirst Bank & Trust
Kansas
$5K – – –
FBT
1012
First Bank & Trust
South Dakota
$5K – – –
VCM
1013
Versant Capital Management
Arizona
$5K – – –
APC
1014
Aspire Private Capital
North Carolina
$4K – – –
KA
1015
Kozak & Associates
Colorado
$4K – – –
SA
1016
SRH Advisors
Kansas
$4K – – –
RWM
1017
Raffa Wealth Management
District of Columbia
$3.96K – – –
SWA
1018
Sutton Wealth Advisors
Florida
$3.69K +$470 +2 +14%
FPS
1019
Fieldpoint Private Securities
Connecticut
$3K – – –
ODG
1020
O'Dell Group
Ohio
$3K – – –
SC
1021
Schubert & Co
Texas
$3K +$706 +3 +25%
DI
1022
Disciplined Investments
Oklahoma
$3K +$3.53K +15 New
TAM
1023
Tucker Asset Management
Colorado
$2.11K +$2.12K +9 New
ZIG
1024
Zullo Investment Group
Pennsylvania
$2K – – –
GKIM
1025
GW&K Investment Management
Massachusetts
$2K +$1.88K +8 New