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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
976
Deseret Mutual Benefit Administrators
Utah
$949K -$642K -6,294 -40%
YIH
977
Y-Intercept (HK)
Hong Kong
$936K +$952K +9,336 New
CFA
978
CWS Financial Advisors
Michigan
$936K +$592K +5,808 New
JFA
979
JNBA Financial Advisors
Minnesota
$936K -$86.7K -850 -8%
KCM
980
Kathmere Capital Management
Pennsylvania
$936K +$404K +3,957 +74%
ACM
981
Ategra Capital Management
Virginia
$929K -$74.2K -728 -7%
LFAS
982
Level Four Advisory Services
Texas
$929K +$416K +4,076 +79%
FCCM
983
First City Capital Management
Georgia
$929K +$22.4K +220 +2%
RC
984
Roundview Capital
New Jersey
$926K -$6.63K -65 -0.7%
BWP
985
Baldwin Wealth Partners
Massachusetts
$922K +$49.6K +486 +6%
PGIM
986
Pacific Global Investment Management
California
$919K -$16.6K -163 -2%
GWAM
987
Guardian Wealth Advisors (Minnesota)
Minnesota
$917K +$3.77K +37 +0.4%
SP
988
Symmetry Partners
Connecticut
$914K -$158K -1,551 -15%
BB
989
Bell Bank
North Dakota
$912K -$37.2K -365 -4%
FG
990
Fiduciary Group
Georgia
$909K -$45.4K -445 -5%
1IA
991
1834 Investment Advisors
Wisconsin
$903K -$120K -1,174 -12%
DBRC
992
D.B. Root & Company
Pennsylvania
$902K +$98.9K +970 +12%
ECM
993
Elgethun Capital Management
South Dakota
$900K -$115K -1,127 -11%
TFM
994
TFC Financial Management
Massachusetts
$898K
WF
995
Wayfinding Financial
Washington
$893K -$510 -5 -0.1%
AWM
996
Aberdeen Wealth Management
Illinois
$892K +$204 +2 +0%
BI
997
Berkeley Inc
Idaho
$890K -$219K -2,152 -20%
GIA
998
GHP Investment Advisors
Colorado
$890K +$15.1K +148 +2%
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$888K +$104K +1,021 +13%
AG
1000
Ascent Group
Virginia
$887K +$131K +1,285 +17%