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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2176
TrueWealth Advisors
Alabama
$453K -$141 -4 -0%
AIM
2177
Alhambra Investment Management
Florida
$452K -$10.4K -295 -2%
ATIA
2178
American Trust Investment Advisors
New Hampshire
$452K -$30.2K -855 -6%
SCP
2179
Syntal Capital Partners
Texas
$451K -$537K -15,195 -53%
WI
2180
Wedgewood Investors
Pennsylvania
$449K -$29.2K -825 -6%
CCM
2181
Carlson Capital Management
Minnesota
$449K -$6.12K -173 -1%
PIA
2182
Powell Investment Advisors
Florida
$449K -$16.9K -477 -3%
TL
2183
Tradewinds LLC
North Carolina
$448K -$18.5K -523 -4%
Annex Advisory Services
2184
Annex Advisory Services
Wisconsin
$448K +$2.86K +81 +0.6%
CCM
2185
Crabel Capital Management
California
$448K -$558K -15,767 -54%
LOIP
2186
Live Oak Investment Partners
Texas
$447K – – –
SBF
2187
Sara-Bay Financial
Florida
$445K -$102K -2,880 -18%
JWM
2188
Janiczek Wealth Management
Colorado
$444K +$50.4K +1,425 +12%
MSWM
2189
McGlone Suttner Wealth Management
Wisconsin
$444K +$21.1K +596 +5%
JFA
2190
JNBA Financial Advisors
Minnesota
$443K -$5.66K -160 -1%
BFPW
2191
BOK Financial Private Wealth
Colorado
$443K +$34.9K +988 +8%
HGWM
2192
Horst & Graben Wealth Management
Oregon
$442K +$6.83K +193 +1%
HWA
2193
Heartwood Wealth Advisors
Virginia
$440K +$199K +5,631 +74%
CAM
2194
Costello Asset Management
Pennsylvania
$440K -$37.8K -1,068 -7%
RGC
2195
Roberts, Glore & Co
Illinois
$439K +$25.1K +710 +6%
CFA
2196
Capstone Financial Advisors
Illinois
$439K +$70.6K +1,996 +18%
CAM
2197
Cypress Asset Management
Texas
$439K -$437K -12,355 -48%
NCM
2198
Novare Capital Management
North Carolina
$439K -$271K -7,650 -37%
CPRC
2199
Consolidated Portfolio Review Corp
New York
$439K -$15.8K -447 -3%
ACM
2200
AUA Capital Management
Pennsylvania
$438K +$42.9K +1,212 +10%