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Name Holding Trade Value Shares
Change
Change in
Stake
SA
2701
SRH Advisors
Kansas
$136K
CCM
2702
Copeland Capital Management
Pennsylvania
$132K
SIM
2703
Sentry Investment Management
Wisconsin
$132K -$607K -22,364 -82%
CWM
2704
Compass Wealth Management
Connecticut
$131K -$123K -4,522 -48%
FWM
2705
FSA Wealth Management
Massachusetts
$130K +$81 +3 +0.1%
FNWA
2706
Financial Network Wealth Advisors
Utah
$129K -$58.3K -2,151 -31%
BHWM
2707
Beaird Harris Wealth Management
Texas
$129K +$29.8K +1,100 +29%
SAM
2708
Sherman Asset Management
California
$129K +$132K +4,852 New
WAG
2709
Wiser Advisor Group
Arizona
$128K +$1.41K +52 +1%
PSFG
2710
Park Square Financial Group
Georgia
$128K +$131K +4,813 New
MLA
2711
MB, Levis & Associates
Pennsylvania
$127K -$207K -7,619 -61%
AWM
2712
AllSquare Wealth Management
New York
$123K -$54.3K -2,000 -30%
CWM
2713
Cranbrook Wealth Management
Michigan
$123K
GC
2714
Garde Capital
Washington
$122K -$4.88K -180 -4%
MWM
2715
Mascoma Wealth Management
New Hampshire
$119K -$15.1K -558 -11%
PCFFS
2716
Pacific Center for Financial Services
California
$119K +$163 +6 +0.1%
RWM
2717
Raffa Wealth Management
District of Columbia
$118K -$1.22K -45 -1%
WPA
2718
West Paces Advisors
Georgia
$118K -$2.2K -81 -2%
EWP
2719
Elevation Wealth Partners
California
$117K
PAG
2720
Paladin Advisory Group
Iowa
$117K -$12.2K -449 -9%
AAMU
2721
AEGON Asset Management (UK)
United Kingdom
$114K
KFGG
2722
Keystone Financial Group (Georgia)
Georgia
$114K +$116K +4,281 New
ECM
2723
Elgethun Capital Management
South Dakota
$110K -$3.74K -138 -3%
FRA
2724
Front Row Advisors
California
$109K -$53.5K -1,971 -32%
TIM
2725
Tortoise Investment Management
New York
$109K -$3.12K -115 -3%