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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1901
Gilbert & Cook
Iowa
$868K +$12.2K +283 +1%
DWM
1902
Drive Wealth Management
Utah
$866K +$439K +10,154 +92%
IFPG
1903
Intrepid Financial Planning Group
Indiana
$865K
VI
1904
Versor Investments
New York
$864K +$915K +21,183 New
CWS
1905
Cypress Wealth Services
California
$863K -$25.5K -591 -3%
BMM
1906
Berkshire Money Management
Massachusetts
$862K
SIA
1907
Schechter Investment Advisors
Michigan
$861K -$572K -13,248 -39%
FNC
1908
First National Corp
Massachusetts
$858K -$169K -3,904 -16%
AI
1909
Accredited Investors
Minnesota
$858K +$3.63K +84 +0.4%
MA
1910
MONECO Advisors
Connecticut
$858K +$131K +3,024 +17%
ACM
1911
Allred Capital Management
Texas
$857K +$24.9K +576 +3%
FIB
1912
First Interstate Bank
Montana
$856K -$40.7K -943 -4%
SOW
1913
State of Wyoming
Wyoming
$855K +$68.3K +1,582 +8%
FCM
1914
Fourpath Capital Management
Oklahoma
$854K +$170K +3,933 +23%
VCM
1915
Vivaldi Capital Management
Illinois
$852K -$1.02M -23,501 -53%
KCFA
1916
Key Client Fiduciary Advisors
New Jersey
$851K -$23K -533 -2%
MKC
1917
M. Kraus & Co
Vermont
$851K -$17.8K -411 -2%
GAG
1918
GM Advisory Group
New York
$851K +$29.4K +681 +3%
ORC
1919
O'Rourke & Company
Massachusetts
$850K -$23.4K -542 -3%
AFP
1920
Ausdal Financial Partners
Iowa
$849K -$34.4K -796 -4%
CCM
1921
Canal Capital Management
Virginia
$849K
BFG
1922
Berger Financial Group
Minnesota
$849K +$26.8K +621 +3%
BWP
1923
Balboa Wealth Partners
Arizona
$848K -$64K -1,482 -7%
PPC
1924
Park Place Capital
Alabama
$845K +$151K +3,504 +20%
PF
1925
Phoenix Financial
Israel
$844K +$245K +5,677 +38%