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Name Holding Trade Value Shares
Change
Change in
Stake
MIA
2201
MainStreet Investment Advisors
Illinois
$821K -$91.4K -3,320 -11%
GA
2202
Gateway Advisory
New Jersey
$820K -$54.8K -1,990 -7%
EM
2203
Excalibur Management
Massachusetts
$819K +$16.2K +590 +2%
BIA
2204
Bigelow Investment Advisors
Maine
$816K -$50.1K -1,820 -6%
WCM
2205
WealthBridge Capital Management
Ohio
$815K -$6.33K -230 -0.8%
PCFFS
2206
Pacific Center for Financial Services
California
$811K
ONGA
2207
O'Neil Global Advisors
California
$810K -$17.8M -645,140 -96%
IBOK
2208
Independence Bank of Kentucky
Kentucky
$809K +$190K +6,910 +34%
AWM
2209
Adams Wealth Management
Utah
$808K +$96.9K +3,520 +15%
SB
2210
Sunflower Bank
Texas
$805K +$290K +10,530 +63%
CI
2211
CX Institutional
Indiana
$803K -$36.3K -1,320 -5%
IFG
2212
Investors Financial Group
Minnesota
$803K +$182K +6,610 +32%
WPWM
2213
Western Pacific Wealth Management
Illinois
$799K +$748K +27,180 New
RCG
2214
Rock Creek Group
District of Columbia
$798K +$9.91K +360 +1%
DP
2215
Dearborn Partners
Illinois
$795K -$14.6K -530 -2%
DI
2216
Diligent Investors
California
$795K +$568K +20,660 +323%
ABLA
2217
Alan B. Lancz & Associates
Ohio
$794K +$743K +27,000 New
HI
2218
Hudock Inc
Pennsylvania
$792K -$23.9K -870 -3%
JWCA
2219
J.W. Coons Advisors
Ohio
$791K -$23.4K -850 -3%
MC
2220
Merlin Capital
Rhode Island
$791K +$740K +26,890 New
FBC
2221
Fairfield, Bush & Co
Connecticut
$789K -$10.3M -373,150 -93%
JWM
2222
Janiczek Wealth Management
Colorado
$787K +$38.5K +1,400 +6%
OCM
2223
Objective Capital Management
Ohio
$785K +$734K +26,670 New
GCL
2224
Gouws Capital LLC
North Carolina
$785K +$735K +26,700 New
WA
2225
Wealth Architects
California
$783K +$26.4K +960 +4%