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Name Holding Trade Value Shares
Change
Change in
Stake
DA
3651
DCF Advisers
Connecticut
$677K
PWP
3652
Personal Wealth Partners
Minnesota
$676K -$22.6K -89 -3%
CMA
3653
Cedar Mountain Advisors
Oregon
$668K +$2.03K +8 +0.3%
WFA
3654
West Financial Advisors
Iowa
$665K -$2.54K -10 -0.4%
SMF
3655
Sterling Manor Financial
New York
$664K -$15K -59 -2%
KLI
3656
Kelman-Lazarov Inc
Tennessee
$662K -$3.05K -12 -0.5%
ACA
3657
Ascension Capital Advisors
Texas
$661K +$146K +573 +31%
EP
3658
EPIQ Partners
Minnesota
$657K +$18.8K +74 +3%
SCA
3659
Stuart Chaussee & Associates
California
$657K +$105K +414 +21%
TPW
3660
TL Private Wealth
Texas
$656K
BDF
3661
Black Diamond Financial
Maryland
$654K +$2.8K +11 +0.5%
TIM
3662
Total Investment Management
Arizona
$654K +$101K +396 +20%
CFA
3663
Camarda Financial Advisors
Florida
$653K +$71.2K +280 +13%
AW
3664
Avion Wealth
Texas
$650K -$40.4K -159 -6%
CAG
3665
Compass Advisory Group
New York
$650K +$1.27K +5 +0.2%
CCIA
3666
Campbell & Co Investment Adviser
Maryland
$650K +$610K +2,400 New
OHU
3667
Odey Holdings (UK)
United Kingdom
$650K +$610K +2,400 New
DC
3668
Derby & Company
Massachusetts
$646K
MIM
3669
Martin Investment Management
Florida
$645K
SC
3670
Skylands Capital
Wisconsin
$643K
UIA
3671
UBP Investment Advisors
Switzerland
$640K -$254K -1,000 -30%
BCM
3672
Birmingham Capital Management
Alabama
$638K +$47K +185 +9%
FWM
3673
FFT Wealth Management
Pennsylvania
$631K +$592K +2,330 New
PBF
3674
Petix & Botte Financial
California
$627K -$10.7K -42 -2%
SAM
3675
Sequent Asset Management
Texas
$625K -$6.36K -25 -1%