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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
4426
IAG Wealth Partners
Wisconsin
$389K +$56.9K +237 +17%
NECFA
4427
New England Capital Financial Advisors
Connecticut
$388K +$387K +1,614 New
LWP
4428
Laurel Wealth Planning
Minnesota
$388K -$18.5K -77 -5%
TSS
4429
Thomas Story & Son
Indiana
$387K
DMKJ
4430
David M. Knott Jr
$384K
TDC
4431
Thompson Davis & Co
Virginia
$384K -$336K -1,399 -47%
BW
4432
Basepoint Wealth
Iowa
$383K +$15.8K +66 +4%
T
4433
TOBAM
France
$382K -$85.2K -355 -18%
SEM
4434
Strategic Equity Management
Arizona
$382K -$49.4K -206 -11%
WFA
4435
West Financial Advisors
Iowa
$374K -$234K -975 -38%
NI
4436
NFC Investments
Tennessee
$372K -$65.3K -272 -15%
VF
4437
Vest Financial
Virginia
$371K +$372K +1,549 New
NWA
4438
Navis Wealth Advisors
New York
$371K +$371K +1,546 New
FWS
4439
FinDec Wealth Services
California
$370K +$371K +1,544 New
BIA
4440
Barry Investment Advisors
Massachusetts
$369K -$17.3K -72 -4%
TFA
4441
TPG Financial Advisors
Oregon
$368K +$24.7K +103 +7%
SWM
4442
Shakespeare Wealth Management
Wisconsin
$367K +$18K +75 +5%
FP
4443
Foundry Partners
Minnesota
$366K
BFS
4444
Beacon Financial Strategies
North Carolina
$366K
LIM
4445
Lagoda Investment Management
New York
$366K
SL
4446
Stevard LLC
Illinois
$366K
EPWM
4447
Essex Private Wealth Management
Massachusetts
$365K +$24.2K +101 +7%
MWM
4448
MBE Wealth Management
Wisconsin
$364K -$7.68K -32 -2%
HIA
4449
HTG Investment Advisors
Connecticut
$364K +$364K +1,516 New
HWA
4450
Hilltop Wealth Advisors
North Carolina
$363K