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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1201
LRI Investments
Florida
$111K +$101K +1,383 New
TPCW
1202
TD Private Client Wealth
New York
$110K +$13.7K +188 +16%
LS
1203
Livforsakringsbolaget Skandia
Sweden
$108K – – –
HBT
1204
Hills Bank & Trust
Iowa
$107K +$97.2K +1,332 New
KFI
1205
Key Financial Inc
Pennsylvania
$106K – – –
FMP
1206
Financial Management Professionals
Texas
$105K – – –
MWA
1207
Miller Wealth Advisors
Colorado
$103K – – –
AW
1208
Avion Wealth
Texas
$102K +$1.53K +21 +2%
SL
1209
Salomon & Ludwin
Virginia
$101K – – –
RFG
1210
REAP Financial Group
Texas
$98.1K +$657 +9 +0.7%
AFIA
1211
America First Investment Advisors
Nebraska
$96.2K – – –
SC
1212
Sawyer & Company
Massachusetts
$96.2K – – –
TFA
1213
Toth Financial Advisory
Virginia
$95.5K – – –
OSNBOA
1214
Old Second National Bank of Aurora
Illinois
$94.4K – – –
PG
1215
Proffitt & Goodson
Tennessee
$93.4K – – –
GGI
1216
Godsey & Gibb Inc
Virginia
$90.8K – – –
CPBTD
1217
Central Pacific Bank - Trust Division
Hawaii
$88.1K +$80.7K +1,105 New
TC
1218
Trust Company
Kansas
$82.1K – – –
VNA
1219
Valley National Advisers
Pennsylvania
$82K +$5.99K +82 +9%
PP
1220
PrairieView Partners
Minnesota
$81K – – –
BGAI
1221
Bruce G. Allen Investments
Colorado
$80.4K +$3.21K +44 +5%
GPI
1222
General Partner Inc
Pennsylvania
$80.2K +$73K +1,000 New
CA
1223
Continuum Advisory
Idaho
$79.5K +$72.6K +994 New
CWP
1224
Concord Wealth Partners
Virginia
$76.5K -$174K -2,388 -71%
SCM
1225
Silvant Capital Management
Georgia
$76.4K – – –