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Name Holding Trade Value Shares
Change
Change in
Stake
AT
1301
American Trust
Kentucky
$947K +$16.8K +90 +2%
HFM
1302
Harvest Fund Management
China
$946K -$730K -3,910 -43%
LFA
1303
Legacy Financial Advisors
Kentucky
$945K -$20.5K -110 -2%
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$945K -$58.8K -315 -6%
MA
1305
MJP Associates
Connecticut
$941K -$33.6K -180 -3%
SPA
1306
Sherbrooke Park Advisers
New York
$940K +$570K +3,050 +148%
BWP
1307
BSW Wealth Partners
Colorado
$935K +$24.3K +130 +3%
KAS
1308
KPP Advisory Services
Kentucky
$934K -$16.8K -90 -2%
PWA
1309
Primoris Wealth Advisors
Florida
$929K +$9.34K +50 +1%
PP
1310
Postrock Partners
Oregon
$927K
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$924K +$69.1K +370 +8%
CI
1312
Corient IA
Florida
$920K
IF
1313
IRON Financial
Illinois
$920K +$35.5K +190 +4%
PWPS
1314
Pinnacle Wealth Planning Services
Ohio
$914K +$60.7K +325 +7%
FIA
1315
Foundations Investment Advisors
Arizona
$911K +$198K +1,060 +27%
DA
1316
Drake & Associates
Wisconsin
$910K +$967K +5,175 New
PSP
1317
Principal Street Partners
Tennessee
$910K -$424K -2,270 -31%
Capstone Investment Advisors
1318
Capstone Investment Advisors
New York
$909K +$619K +3,315 +204%
AWM
1319
Aviso Wealth Management
Washington
$906K +$80.3K +430 +10%
NRS
1320
Neville Rodie & Shaw
New York
$906K -$1.27M -6,820 -58%
JIP
1321
Jaffetilchin Investment Partners
Florida
$905K +$147K +785 +19%
MWM
1322
Mindset Wealth Management
Indiana
$904K +$239K +1,280 +35%
CCWM
1323
Cassaday & Co Wealth Management
Virginia
$900K +$4.67K +25 +0.5%
KCP
1324
Kera Capital Partners
California
$899K +$23.3K +125 +3%
LAM
1325
L2 Asset Management
Massachusetts
$899K +$45.8K +245 +5%