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Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1476
Premia Global Advisors
Florida
$168K – – –
TDC
1477
Thompson Davis & Co
Virginia
$166K -$21.4K -125 -12%
LWA
1478
Lowe Wealth Advisors
Maryland
$166K -$13.7K -80 -8%
LD
1479
Lipe & Dalton
New York
$158K – – –
SFM
1480
Signet Financial Management
New Jersey
$158K +$155K +904 New
OIA
1481
OneDigital Investment Advisors
Kansas
$156K -$9.74K -57 -6%
KA
1482
Kaizen Advisory
Illinois
$156K – – –
PWAG
1483
Polaris Wealth Advisory Group
California
$155K -$217K -1,268 -59%
MUS
1484
Mitsubishi UFJ Securities
Japan
$154K – – –
MFW
1485
Mosaic Family Wealth
Missouri
$149K +$15.2K +89 +12%
SIM
1486
Sonora Investment Management
Arizona
$145K – – –
ABA
1487
American Beacon Advisors
Texas
$145K -$10.3K -60 -7%
MSFP
1488
Mark Sheptoff Financial Planning
Connecticut
$145K – – –
SC
1489
Slow Capital
California
$145K – – –
OGC
1490
Oak Grove Capital
New Hampshire
$140K +$137K +800 New
AF
1491
Advisornet Financial
Minnesota
$139K +$17.1K +100 +14%
FIB
1492
First Interstate Bank
Montana
$137K -$3.93K -23 -3%
FGC
1493
Financial Gravity Companies
Texas
$133K -$1.71K -10 -1%
FGAM
1494
Financial Gravity Asset Management
Texas
$133K +$123K +717 New
NSB
1495
Norway Savings Bank
Maine
$131K -$1.71K -10 -1%
ECM
1496
EII Capital Management
New York
$129K +$126K +738 New
TC
1497
Trust Company
Kansas
$127K -$8.55K -50 -6%
AIM
1498
Advantage Investment Management
Iowa
$126K – – –
POIA
1499
Pin Oak Investment Advisors
Texas
$120K – – –
CB
1500
Community Bank
New York
$117K – – –