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Name Holding Trade Value Shares
Change
Change in
Stake
UL
2626
Unionview LLC
Washington
$213K -$20.3K -673 -8%
KOMWMG
2627
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K -$17.3K -573 -7%
SAM
2628
S.A. Mason
Michigan
$213K -$43.9K -1,453 -16%
HFAS
2629
Hummer Financial Advisory Services
Illinois
$213K -$9.07K -300 -4%
PG
2630
Patten Group
Tennessee
$212K -$302K -9,978 -57%
PFG
2631
Prosperity Financial Group
California
$212K -$28.1K -930 -11%
TPWA
2632
Twin Peaks Wealth Advisors
California
$212K +$222K +7,359 New
ME
2633
McIlrath & Eck
Washington
$212K -$10.9K -359 -5%
CVA
2634
Central Valley Advisors
California
$212K +$222K +7,353 New
WCA
2635
Waypoint Capital Advisors
Minnesota
$211K -$12.8K -425 -5%
GAM
2636
Gemmer Asset Management
California
$211K +$5.5K +182 +3%
LCM
2637
Liberty Capital Management
Michigan
$211K
SIA
2638
Sage Investment Advisers
New York
$211K +$222K +7,338 New
CA
2639
Cortland Associates
Missouri
$211K +$2.27K +75 +1%
PIM
2640
Plato Investment Management
Australia
$211K +$221K +7,324 New
CA
2641
Crumly & Associates
Illinois
$210K -$299K -9,891 -58%
RSWA
2642
Robinson Smith Wealth Advisors
Maine
$210K +$220K +7,285 New
PNAA
2643
Pictet North America Advisors
Switzerland
$209K -$12.1K -400 -5%
SSA
2644
Sierra Summit Advisors
Nevada
$209K +$220K +7,269 New
SFS
2645
Security Financial Services
Indiana
$209K +$28.1K +928 +15%
AC
2646
ASB Consultores
Florida
$209K -$214K -7,088 -49%
LAM
2647
Lakewood Asset Management
Illinois
$209K -$268K -8,867 -55%
LWA
2648
Ledgewood Wealth Advisors
New Hampshire
$209K +$219K +7,251 New
PWM
2649
Palumbo Wealth Management
New York
$209K -$2.96K -98 -1%
PWMG
2650
Pinnacle Wealth Management Group
Michigan
$208K