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Name Holding Trade Value Shares
Change
Change in
Stake
UBG
1926
United Bank (Georgia)
Georgia
$2.33M -$60.2K -658 -3%
EWM
1927
Endurance Wealth Management
Rhode Island
$2.33M +$16K +175 +0.7%
WP
1928
WealthPLAN Partners
Nebraska
$2.33M +$368K +4,023 +19%
MSFP
1929
Mark Sheptoff Financial Planning
Connecticut
$2.31M +$55.7K +609 +2%
MBT
1930
Monroe Bank & Trust
Michigan
$2.3M -$144K -1,571 -6%
AMAL
1931
Asset Management Advisors LLC
Oklahoma
$2.3M -$1.14M -12,470 -33%
CCG
1932
Ceeto Capital Group
Florida
$2.3M
AFP
1933
Ausdal Financial Partners
Iowa
$2.3M -$172K -1,879 -7%
CGL
1934
Clarius Group LLC
Washington
$2.29M -$14.3K -156 -0.6%
FA
1935
FCG Advisors
New Jersey
$2.29M +$376K +4,111 +20%
GI
1936
GS Investments
Minnesota
$2.29M -$22.9K -250 -1%
KPF
1937
K2 Principal Fund
Ontario, Canada
$2.28M -$2.74M -30,000 -55%
HA
1938
Harbor Advisors
Florida
$2.28M
KFBMI
1939
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.28M
CAIMH
1940
Central Asset Investments & Management Holdings
Hong Kong
$2.28M -$5.31M -58,100 -70%
RA
1941
Rational Advisors
New York
$2.26M -$82.8K -905 -4%
Carson Wealth (CWM LLC)
1942
Carson Wealth (CWM LLC)
Nebraska
$2.26M +$85.3K +933 +4%
BCM
1943
Brown Capital Management
Maryland
$2.25M -$9.05K -99 -0.4%
SNBOSCI
1944
Security National Bank of Sioux City Iowa
Iowa
$2.25M -$93.7K -1,025 -4%
NCM
1945
Northside Capital Management
Oregon
$2.24M +$43.5K +476 +2%
FM
1946
Forward Management
California
$2.24M +$3.93K +43 +0.2%
AFM
1947
Andesa Financial Management
Pennsylvania
$2.23M -$72.2K -790 -3%
HFBOT
1948
Home Federal Bank of Tennessee
Tennessee
$2.23M +$43.4K +475 +2%
CIC
1949
Cornercap Investment Counsel
Georgia
$2.21M -$378K -4,129 -15%
WPA
1950
West Paces Advisors
Georgia
$2.21M -$42.4K -464 -2%