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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
2301
Mount Yale Investment Advisors
Colorado
$669K – – –
CSI
2302
Cross Staff Investments
New York
$669K +$52 +1 +0%
IA
2303
Insight Advisors
Pennsylvania
$668K +$83.3K +1,606 +14%
CFA
2304
Compass Financial Advisors
Indiana
$667K +$88.3K +1,701 +15%
ATWA
2305
Arbor Trust Wealth Advisors
Michigan
$665K +$11.2K +216 +2%
HC
2306
Hoese & Co
Minnesota
$662K -$60.1K -1,158 -8%
PGA
2307
Portland Global Advisors
Maine
$662K -$24.4K -470 -4%
RP
2308
Riverwater Partners
Wisconsin
$661K +$10.3K +198 +2%
CWM
2309
CarsonAllaria Wealth Management
Illinois
$660K -$97.5K -1,880 -13%
NME
2310
Notis-McConarty Edward
$658K -$2.59K -50 -0.4%
WW
2311
Waterfront Wealth
Kansas
$657K +$1.19K +23 +0.2%
SFG
2312
Sunburst Financial Group
Alabama
$657K +$3.94K +76 +0.6%
CA
2313
Crewe Advisors
Utah
$657K +$191K +3,688 +41%
LHC
2314
Little House Capital
Massachusetts
$655K -$31.3K -603 -5%
MPIA
2315
Mountain Pacific Investment Advisers
Idaho
$654K +$3.89K +75 +0.6%
BMCM
2316
Bryn Mawr Capital Management
Pennsylvania
$654K +$28.5K +550 +5%
LAM
2317
L2 Asset Management
Massachusetts
$653K +$478K +9,210 +270%
FDCC
2318
Foster Dykema Cabot & Co
Massachusetts
$651K -$346K -6,665 -35%
LRIC
2319
Long Road Investment Counsel
Michigan
$650K -$219K -4,219 -25%
VC
2320
Veracity Capital
Georgia
$650K +$185K +3,561 +40%
WIC
2321
Whitegate Investment Counselors
New Hampshire
$645K – – –
UF
2322
Univest Financial
Pennsylvania
$644K -$45.5K -877 -7%
PFT
2323
Providence First Trust
Arizona
$643K +$645K +12,425 New
GSWM
2324
Golden State Wealth Management
California
$642K -$702K -13,525 -52%
VCS
2325
Vaughan & Co Securities
New Jersey
$642K -$23.1K -446 -3%