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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1326
9258 Wealth Management
Ohio
$548K -$44.6K -2,616 -7%
PIA
1327
Pinion Investment Advisors
Kansas
$545K +$37.5K +2,199 +7%
PIA
1328
Perennial Investment Advisors
California
$544K -$15.1K -885 -3%
CWM
1329
Cedar Wealth Management
California
$544K
FWP
1330
FAS Wealth Partners
Kansas
$543K -$49.7K -2,920 -8%
CHJWM
1331
Carlton Hofferkamp & Jenks Wealth Management
Texas
$542K -$226K -13,259 -26%
FWTB
1332
First Western Trust Bank
Colorado
$541K -$84.7K -4,972 -13%
UAS
1333
United Asset Strategies
New York
$540K +$1.23K +72 +0.2%
BW
1334
BIP Wealth
Georgia
$539K -$84.4K -4,954 -13%
GIA
1335
GHP Investment Advisors
Colorado
$539K -$1.28M -75,270 -67%
AFG
1336
Allegheny Financial Group
Pennsylvania
$536K -$62.7K -3,683 -10%
ACI
1337
Alpha Cubed Investments
California
$536K -$307 -18 -0.1%
MAWAG
1338
Mid-American Wealth Advisory Group
Missouri
$534K +$601K +35,303 New
Legacy Financial Group (Iowa)
1339
Legacy Financial Group (Iowa)
Iowa
$533K -$22.7K -1,332 -4%
NEWAS
1340
N.E.W. Advisory Services
Wisconsin
$532K -$24K -1,408 -4%
AAM
1341
Auxier Asset Management
Oregon
$532K +$11.8K +694 +2%
MIP
1342
Marietta Investment Partners
Wisconsin
$532K
TCM
1343
Triumph Capital Management
Colorado
$530K +$140K +8,218 +33%
EC
1344
EdgeRock Capital
Colorado
$530K -$15.9K -934 -3%
RFN
1345
RDA Financial Network
Iowa
$529K -$9.74K -572 -2%
CAM
1346
CenterStar Asset Management
Illinois
$529K +$564K +33,131 New
MCAI
1347
Members Capital Advisors Inc
Wisconsin
$526K -$401K -23,529 -42%
MVA
1348
Mount Vernon Associates
Maryland
$524K
TIA
1349
Trust Investment Advisors
Indiana
$524K +$52.2K +3,065 +10%
GC
1350
Grimes & Company
Massachusetts
$523K -$45K -2,643 -7%