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Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
2326
Mountain Pacific Investment Advisers
Idaho
$741K -$24.8K -500 -4%
SMA
2327
Sage Mountain Advisors
Georgia
$739K +$37.1K +748 +6%
JBA
2328
Johnson Bixby & Associates
Washington
$738K
SF
2329
Symphony Financial
Texas
$736K +$113K +2,288 +21%
WIC
2330
Whitegate Investment Counselors
New Hampshire
$735K -$1.53M -30,861 -71%
DTC
2331
Davidson Trust Company
Washington
$735K
AWM
2332
Accurate Wealth Management
Florida
$734K +$17.8K +359 +3%
CWA
2333
Clearview Wealth Advisors
Oregon
$733K -$73.8K -1,489 -11%
AMM
2334
American Money Management
California
$731K -$2.03K -41 -0.3%
EWM
2335
EPG Wealth Management
Georgia
$731K +$32.9K +664 +6%
DSN
2336
D. Scott Neal
Kentucky
$726K -$98.4K -1,986 -14%
SFG
2337
Sovereign Financial Group
Connecticut
$725K +$14.4K +291 +2%
BBPWM
2338
Blue Bell Private Wealth Management
Pennsylvania
$723K +$607K +12,243 New
TA
2339
TrueWealth Advisors
Alabama
$722K +$239K +4,815 +65%
CA
2340
Cambridge Advisors
Nebraska
$720K +$33.3K +673 +6%
QTM
2341
qPULA Trading Management
New York
$720K +$604K +12,200 New
CWM
2342
Cahaba Wealth Management
Georgia
$717K +$54.8K +1,106 +10%
FCFC
2343
First Citizens Financial Corp
Iowa
$716K +$3.37K +68 +0.6%
BMCM
2344
Bryn Mawr Capital Management
Pennsylvania
$714K -$6.44K -130 -1%
SAM
2345
Secure Asset Management
Michigan
$714K +$232K +4,691 +63%
TFA
2346
Teamwork Financial Advisors
Texas
$712K -$20.8K -420 -3%
OBGC
2347
O'Brien Greene & Co
Pennsylvania
$709K -$99 -2 -0%
FBA
2348
Front Barnett Associates
Illinois
$709K
GWI
2349
Grace & White Inc
New York
$708K
PWP
2350
Perfromance Wealth Partners
Illinois
$708K +$594K +11,986 New