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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1051
PDS Planning
Ohio
$713K -$38.2K -240 -5%
AWC
1052
Adamsbrown Wealth Consultants
Kansas
$713K -$11.6K -73 -1%
DSC
1053
Duncker Streett & Co
Missouri
$713K -$8.44K -53 -1%
RC
1054
Roundview Capital
New Jersey
$711K -$15K -94 -2%
TCRG
1055
Twin Cities Retirement Group
Minnesota
$711K +$1.75K +11 +0.2%
DCM
1056
Dorato Capital Management
Colorado
$709K – – –
RRA
1057
Round Rock Advisors
Connecticut
$703K -$319K -2,006 -29%
KCFA
1058
Key Client Fiduciary Advisors
New Jersey
$702K -$2.55K -16 -0.3%
BMWS
1059
Brady Martz Wealth Solutions
North Dakota
$702K -$40.6K -255 -5%
RFG
1060
Range Financial Group
Oregon
$701K -$45.2K -284 -6%
MFPI
1061
Midwest Financial Partners Investments
Minnesota
$700K – – –
Cassaday & Co Wealth Management
1062
Cassaday & Co Wealth Management
Virginia
$700K -$4.78K -30 -0.6%
ML
1063
McAdam LLC
Pennsylvania
$693K -$84.1K -528 -10%
CNBTD
1064
Citizens National Bank Trust Department
Mississippi
$690K – – –
FBT
1065
First Bankers Trust
Kentucky
$687K – – –
CSB
1066
City State Bank
Iowa
$686K -$114K -716 -13%
SA
1067
Strategic Advisors
New York
$685K – – –
ET
1068
Equitable Trust
Tennessee
$683K +$152K +955 +25%
TWG
1069
The Wealth Group
Minnesota
$682K +$140K +877 +23%
1IA
1070
1834 Investment Advisors
Wisconsin
$681K – – –
AFM
1071
Abbot Financial Management
Massachusetts
$679K – – –
SCA
1072
Snowden Capital Advisors
New York
$678K +$4.3K +27 +0.6%
Zacks Investment Management
1073
Zacks Investment Management
Illinois
$678K -$237K -1,488 -24%
U.S. Capital Wealth Advisors
1074
U.S. Capital Wealth Advisors
Texas
$674K -$14.1M -88,654 -95%
AIA
1075
AIMZ Investment Advisors
California
$674K – – –