Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
5026
Prudent Man Investment Management
Colorado
$194K – – –
VWA
5027
Valued Wealth Advisors
Utah
$189K -$57.5K -454 -21%
PC
5028
Promus Capital
Illinois
$188K -$76.7K -605 -26%
SRCM
5029
Signature Resources Capital Management
California
$187K +$1.14K +9 +0.5%
KWM
5030
Kiker Wealth Management
Georgia
$185K +$217K +1,710 New
WCM
5031
WealthTrak Capital Management
Virginia
$184K +$48.7K +384 +29%
DRP
5032
Decker Retirement Planning
Utah
$183K -$1.2M -9,466 -85%
TIM
5033
Thompson Investment Management
Wisconsin
$176K +$127 +1 +0.1%
IWM
5034
Inlight Wealth Management
Georgia
$175K -$122K -966 -37%
ZRP
5035
Zynergy Retirement Planning
New Jersey
$171K – – –
T2I
5036
Turim 21 Investimentos
Brazil
$167K – – –
DMBA
5037
Deseret Mutual Benefit Administrators
Utah
$165K – – –
BI
5038
Binnacle Investments
Iowa
$165K +$193K +1,525 New
GWM
5039
Graybill Wealth Management
Illinois
$164K +$191K +1,510 New
CB
5040
Centennial Bank
Arkansas
$163K -$6.34K -50 -3%
WW
5041
Winnow Wealth
Texas
$162K +$35.7K +282 +23%
1L
5042
10Elms LLP
Oklahoma
$155K +$25.3K +200 +16%
PA
5043
Pineridge Advisors
Missouri
$153K -$179K -1,410 -50%
CWM
5044
Compass Wealth Management
Connecticut
$149K -$6.34K -50 -3%
PFSC
5045
Peoples Financial Services Corp
Pennsylvania
$146K +$71.9K +567 +72%
TH
5046
TCTC Holdings
Texas
$145K +$44.9K +354 +36%
HWM
5047
Horizons Wealth Management
North Carolina
$143K – – –
DMKJ
5048
David M. Knott Jr
$139K – – –
WAM
5049
WFA Asset Management
Wisconsin
$138K -$210K -1,658 -92%
OBWP
5050
O'Brien Wealth Partners
Massachusetts
$124K +$116K +915 +405%