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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
4801
BHK Investment Advisors
Alabama
$634K +$13.8K +79 +2%
DF
4802
DecisionPoint Financial
Arizona
$633K +$18K +103 +3%
WIA
4803
Westbourne Investment Advisors
Maryland
$631K +$590K +3,383 New
OIS
4804
Okabena Investment Services
Minnesota
$630K +$121K +693 +26%
OLA
4805
Oliver Luxxe Assets
New Jersey
$630K +$257K +1,477 +78%
MKW
4806
Mullaney, Keating & Wright
Connecticut
$627K -$174K -1,000 -23%
CCA
4807
Cypress Capital Advisors
Tennessee
$627K +$1.92K +11 +0.3%
PWA
4808
Peterson Wealth Advisors
Utah
$627K -$20K -115 -3%
RTL
4809
Red Tortoise LLC
Georgia
$625K +$440K +2,526 +307%
GPA
4810
Guidance Point Advisors
Massachusetts
$624K -$40.4K -232 -6%
SWM
4811
Schwallier Wealth Management
Michigan
$624K -$14.6K -84 -2%
CA
4812
Corrado Advisors
New Jersey
$623K +$349 +2 +0.1%
JCIA
4813
Jackson Creek Investment Advisors
Colorado
$623K -$7.84K -45 -1%
HI
4814
Human Investing
Oregon
$623K +$17.8K +102 +3%
BWS
4815
BCR Wealth Strategies
Alabama
$622K +$14.5K +83 +3%
PBK
4816
Peoples Bank (Kansas)
Kansas
$622K -$288K -1,650 -33%
MSA
4817
McAlister Sweet & Associates
Texas
$622K -$1.83M -10,500 -76%
ADMI
4818
Albert D. Mason Inc
Massachusetts
$620K +$19.3K +111 +3%
Tortoise Capital Advisors
4819
Tortoise Capital Advisors
Kansas
$620K +$579K +3,324 New
LFASL
4820
Lugano Financial Advisors SA (LFA)
Switzerland
$620K -$4.36K -25 -0.7%
FWM
4821
Fingerlakes Wealth Management
New York
$618K -$13.9K -80 -2%
NWMG
4822
Nicholson Wealth Management Group
South Carolina
$618K -$17.4K -100 -3%
PSB
4823
Piscataqua Savings Bank
New Hampshire
$618K -$122K -700 -17%
EFG
4824
Ehrlich Financial Group
California
$617K -$8.54K -49 -1%
OFG
4825
OmniStar Financial Group
North Carolina
$616K -$25.3K -145 -4%