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Name Holding Trade Value Shares
Change
Change in
Stake
FP
701
Financial Perspectives
Minnesota
$20.1K – – –
WWM
702
Wolff Wiese Magana
California
$19.9K – – –
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$19.6K – – –
MAM
704
Marquette Asset Management
Minnesota
$19.2K +$10.3K +109 +341%
BLC
705
Brown, Lisle/Cummings
Rhode Island
$17.1K -$4.42K -47 -27%
FB
706
First Bancorp
Maine
$17.1K +$11.8K +125 New
CFB
707
Cullen/Frost Bankers
Texas
$16.8K -$13.6K -145 -54%
1CP
708
1015 Capital Partners
Pennsylvania
$16.5K +$376 +4 +3%
KFA
709
Kelleher Financial Advisors
New York
$16.4K +$5.64K +60 +100%
TFGT
710
TS Financial Group (TSFG)
Illinois
$16K – – –
APFP
711
Action Point Financial Planning
Michigan
$15.8K +$11.3K +120 New
PS
712
Planning Strategies
Pennsylvania
$15.7K +$10.8K +115 New
TWD
713
True Wealth Design
Ohio
$15K -$17.7K -188 -63%
IA
714
IFG Advisory
Georgia
$14.2K +$9.78K +104 New
FFO
715
Fortitude Family Office
Arizona
$13.6K +$3.39K +36 +56%
TSMHT
716
Thurston Springer Miller Herd & Titak
Indiana
$13.6K +$9.4K +100 New
EP
717
Essential Partners
California
$12.7K -$1.98K -21 -18%
Vanguard National Trust
718
Vanguard National Trust
Pennsylvania
$12.6K – – –
QL
719
Quarry LP
New York
$12.3K -$117K -1,249 -93%
KAS
720
Kemnay Advisory Services
New York
$11.3K +$1.41K +15 +22%
BIA
721
Bell Investment Advisors
California
$11.2K -$7.62K -81 -50%
AA
722
Addison Advisors
Vermont
$10.6K +$752 +8 +11%
TAP
723
Tounjian Advisory Partners
Florida
$10.6K +$7.33K +78 New
BCM
724
Boreal Capital Management
Florida
$10.2K – – –
PWMA
725
Pension & Wealth Management Advisors
Massachusetts
$10.2K – – –