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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
2326
Woodley Farra Manion Portfolio Management
Indiana
$777K +$2.72K +5 +0.4%
PA
2327
PSI Advisors
Florida
$774K -$62.6K -115 -8%
Capital Advisors Inc
2328
Capital Advisors Inc
Oklahoma
$773K +$5.44K +10 +0.7%
GWM
2329
GSB Wealth Management
Connecticut
$772K -$119K -218 -13%
MFG
2330
Magnus Financial Group
New York
$770K -$13.1K -24 -2%
AC
2331
Aristides Capital
Kentucky
$767K – – –
AI
2332
Atom Investors
Texas
$766K -$67K -123 -8%
AWM
2333
Atticus Wealth Management
Florida
$766K -$21.8K -40 -3%
KFG
2334
Kelly Financial Group
Connecticut
$764K +$759K +1,394 New
OFG
2335
Oxford Financial Group
Indiana
$763K -$62.6K -115 -8%
MCCP
2336
Mission Creek Capital Partners
California
$762K -$216K -397 -22%
GFA
2337
Gallagher Fiduciary Advisors
Illinois
$758K -$15.2K -28 -2%
BFS
2338
Baskin Financial Services
Ontario, Canada
$756K – – –
GWM
2339
Gitterman Wealth Management
New Jersey
$755K +$21.2K +39 +3%
CPA
2340
Capital Performance Advisors
California
$754K +$395K +725 +112%
DMBA
2341
Deseret Mutual Benefit Administrators
Utah
$751K -$67K -123 -8%
LF
2342
Lantz Financial
Illinois
$750K +$13.1K +24 +2%
DSN
2343
D. Scott Neal
Kentucky
$749K +$1.63K +3 +0.2%
MFG
2344
Midwest Financial Group
Kansas
$748K +$544 +1 +0.1%
PIC
2345
Portland Investment Counsel
Ontario, Canada
$747K – – –
CWM
2346
Centurion Wealth Management
Virginia
$747K – – –
TSWM
2347
Triangle Securities Wealth Management
North Carolina
$744K -$19.1K -35 -3%
FSC
2348
Full Sail Capital
Oklahoma
$744K +$74.6K +137 +11%
GIP
2349
Granite Investment Partners
California
$742K – – –
SIMG
2350
Sonora Investment Management Group
Arizona
$741K -$15.8K -29 -2%