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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
2901
Ulland Investment Advisors
Minnesota
$85K -$2.68K -30 -3%
CTB
2902
Country Trust Bank
Illinois
$85K
S
2903
Surevest
California
$82K -$31.7K -355 -27%
CPFP
2904
Clear Perspectives Financial Planning
Ohio
$74K +$4.55K +51 +6%
ACK
2905
Andrew C. Karlinski
$72K -$4.55K -51 -6%
VCM
2906
Versant Capital Management
Arizona
$72K
CWAF
2907
Core Wealth Advisors (Florida)
Florida
$68K
PWS
2908
Paragon Wealth Strategies
Florida
$68K +$70.3K +788 New
RWM
2909
Raffa Wealth Management
District of Columbia
$65.8K
HL
2910
Harding Loevner
New Jersey
$63K
SC
2911
Stephens Consulting
Michigan
$61.7K -$5.98K -67 -9%
SC
2912
Solstein Capital
California
$60K
SSC
2913
Syverson Strege & Co
Iowa
$58K -$20.2K -226 -25%
DI
2914
Disciplined Investments
Oklahoma
$55K -$893 -10 -2%
CCM
2915
Copeland Capital Management
Pennsylvania
$52K
MIM
2916
Macroview Investment Management
Maryland
$52K +$357 +4 +0.7%
DTIM
2917
Danda Trouve Investment Management
Kansas
$51K -$25.4K -284 -32%
IA
2918
IFS Advisors
Kansas
$51K
EC
2919
Estate Counselors
Wisconsin
$50K
SCA
2920
Stuart Chaussee & Associates
California
$49K
MFT
2921
Moisand Fitzgerald Tamayo
Florida
$49K +$18.3K +205 +56%
AP
2922
Atwood & Palmer
Missouri
$48K
ASBI
2923
American State Bank (Iowa)
Iowa
$45.6K
IHWM
2924
Iron Horse Wealth Management
Iowa
$45K -$2.23K -25 -5%
KFAA
2925
Klaas Financial Asset Advisors
Illinois
$45K