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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1701
DSC Advisors
Illinois
$445K -$1.16M -3,909 -68%
I
1702
INVST
Indiana
$444K +$577K +1,941 New
LBD
1703
Landsberg Bennett & Dubbaneh
Florida
$443K -$1.66M -5,574 -75%
LWM
1704
Loveless Wealth Management
Montana
$443K +$49.1K +165 +10%
HPC
1705
Hobart Private Capital
North Carolina
$442K +$56.5K +190 +12%
EPWM
1706
Essex Private Wealth Management
Massachusetts
$440K -$4.46K -15 -0.8%
LSA
1707
L & S Advisors
California
$439K -$3.23M -10,852 -86%
JA
1708
JOYN Advisors
Georgia
$439K +$67.2K +226 +14%
SWA
1709
Sutton Wealth Advisors
Florida
$434K +$3.27K +11 +0.6%
1WA
1710
180 Wealth Advisors
Washington
$432K +$51.1K +172 +11%
B
1711
Bridgeworth
Alabama
$430K -$14K -47 -3%
LIA
1712
LBMC Investment Advisors
Tennessee
$429K +$297K +1,000 +129%
EGA
1713
E&G Advisors
Texas
$423K -$29.7K -100 -5%
CCM
1714
Cribstone Capital Management
Maine
$423K +$213K +717 +69%
SW
1715
SkyOak Wealth
Michigan
$422K -$918K -3,089 -64%
SWM
1716
Segment Wealth Management
Texas
$422K -$90.4K -304 -15%
OAM
1717
Oberweis Asset Management
Illinois
$421K -$2.97K -10 -0.6%
HGWM
1718
Horst & Graben Wealth Management
Oregon
$420K +$517K +1,740 New
SNBOSCI
1719
Security National Bank of Sioux City Iowa
Iowa
$419K
EH
1720
Employers Holdings
Nevada
$419K +$516K +1,735 New
GAG
1721
GM Advisory Group
New York
$418K +$178K +600 +53%
FSA
1722
Financial Sense Advisors
California
$417K -$27.9K -94 -5%
CFG
1723
Cooper Financial Group
California
$415K -$134K -452 -21%
RW
1724
REDW Wealth
New Mexico
$415K
AWM
1725
Atticus Wealth Management
Florida
$415K +$3.27K +11 +0.6%