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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1501
DHJJ Financial Advisors
Illinois
$1.15K – – –
WCM
1502
WealthTrak Capital Management
Virginia
$1.15K +$1.26K +30 New
TCM
1503
TD Capital Management
Tennessee
$1.07K +$1.18K +28 New
T
1504
Transce3nd
Texas
$1.04K +$1.13K +27 New
WPA
1505
West Paces Advisors
Georgia
$1.03K – – –
AW
1506
Avion Wealth
Texas
$1K +$84 +2 +6%
AWM
1507
Activest Wealth Management
Florida
$975 – – –
BTD
1508
BankPlus Trust Department
Mississippi
$959 +$1.05K +25 New
VWA
1509
Valued Wealth Advisors
Utah
$936 -$714 -17 -41%
FNWA
1510
Financial Network Wealth Advisors
Utah
$882 -$7.81K -186 -89%
SIS
1511
Strategic Investment Solutions
Illinois
$801 +$630 +15 New
RJA
1512
Ross\Johnson & Associates
Minnesota
$767 +$840 +20 New
GPFA
1513
Game Plan Financial Advisors
Ohio
$765 – – –
GFPC
1514
Global Financial Private Client
Florida
$690 -$3.74K -89 -83%
PA
1515
Pineridge Advisors
Missouri
$690 – – –
BC
1516
Barrett & Company
Rhode Island
$652 +$714 +17 New
SWA
1517
SOA Wealth Advisors
New York
$569 – – –
FG
1518
Fairman Group
Pennsylvania
$541 – – –
EWM
1519
Evermay Wealth Management
Virginia
$537 – – –
TC
1520
Truvestments Capital
Florida
$537 – – –
CSWM
1521
Cassady Schiller Wealth Management
Ohio
$537 +$588 +14 New
OSNBOA
1522
Old Second National Bank of Aurora
Illinois
$307 +$336 +8 New
NS
1523
NBC Securities
Alabama
$294 -$334K -7,954 -100%
WBC
1524
West Branch Capital
Massachusetts
$269 – – –
CTB
1525
Country Trust Bank
Illinois
$192 – – –