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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1101
TrueWealth Advisors
Alabama
$786K +$84K +4,618 +10%
MP
1102
McDonald Partners
Ohio
$785K -$596K -32,779 -39%
SCM
1103
Spring Capital Management
Texas
$785K -$81.2K -4,463 -8%
PSP
1104
Principal Street Partners
Tennessee
$782K -$56K -3,079 -6%
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$782K -$12K -660 -1%
BBA
1106
BLB&B Advisors
Pennsylvania
$781K -$28.1K -1,545 -3%
CA
1107
Continuum Advisory
Idaho
$779K +$292K +16,042 +46%
TWA
1108
TCI Wealth Advisors
Arizona
$778K -$28.7K -1,576 -3%
APP
1109
Avantax Planning Partners
Iowa
$776K -$13.1K -722 -1%
GAG
1110
GM Advisory Group
New York
$773K -$172K -9,450 -16%
EVC
1111
Eidelman Virant Capital
Missouri
$772K +$36.4K +2,000 +4%
HCM
1112
Highlander Capital Management
New Jersey
$771K -$62.5K -3,433 -6%
JE
1113
JMAC Enterprises
Pennsylvania
$769K +$600 +33 +0.1%
PA
1114
Procyon Advisors
Connecticut
$767K +$146K +8,013 +19%
ASBI
1115
American State Bank (Iowa)
Iowa
$764K +$63.7K +3,500 +8%
SIM
1116
Sterling Investment Management
Arizona
$763K +$103K +5,686 +13%
NAS
1117
Nicolet Advisory Services
Wisconsin
$760K +$58.6K +3,221 +7%
VWA
1118
Visionary Wealth Advisors
Illinois
$758K -$138K -7,563 -13%
JGUA
1119
John G. Ullman & Associates
New York
$758K -$18.9K -1,040 -2%
PAG
1120
Private Advisory Group
Washington
$757K -$3.68M -202,037 -80%
MCC
1121
Malaga Cove Capital
California
$757K -$32.5K -1,788 -3%
EHC
1122
Everett Harris & Co
California
$755K -$6.55K -360 -0.7%
SIM
1123
Sentry Investment Management
Wisconsin
$755K
RB
1124
Renasant Bank
Mississippi
$750K +$32.7K +1,796 +4%
TFA
1125
Transamerica Financial Advisors
Florida
$748K +$69.7K +3,829 +9%