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Name Holding Trade Value Shares
Change
Change in
Stake
GS
1326
Gagnon Securities
New York
$825K -$17.5K -692 -2%
CWA
1327
Centennial Wealth Advisory
Michigan
$825K +$42K +1,661 +5%
VI
1328
Versor Investments
New York
$822K +$613K +24,200 +272%
JC
1329
JB Capital
Connecticut
$822K +$31.1K +1,229 +4%
LCG
1330
Lakeshore Capital Group
Illinois
$822K +$27.1K +1,072 +3%
DFA
1331
Delta Financial Advisors
Louisiana
$820K +$17.1K +674 +2%
BFA
1332
Bill Few Associates
Pennsylvania
$820K -$7.32K -289 -0.9%
MWM
1333
Mosley Wealth Management
California
$819K +$790K +31,189 New
MAMG
1334
Milestone Asset Management Group
Connecticut
$818K -$4.53K -179 -0.5%
VA
1335
Valmark Advisers
Ohio
$817K -$45.5K -1,797 -5%
PA
1336
Probity Advisors
Texas
$816K -$13.3K -527 -2%
I
1337
InceptionR
California
$815K +$214K +8,465 +35%
PWAM
1338
Pinnacle West Asset Management
Wyoming
$814K -$7.59K -300 -0.9%
FWM
1339
Forza Wealth Management
Florida
$813K
BAM
1340
BOS Asset Management
Illinois
$813K -$25.3K -998 -3%
NWWA
1341
New Wave Wealth Advisors
Arkansas
$811K +$19.6K +774 +2%
BWP
1342
Balboa Wealth Partners
Arizona
$810K -$209K -8,244 -20%
CLOS
1343
Compagnie Lombard Odier SCmA
Switzerland
$810K -$46.8K -1,850 -5%
CCWM
1344
Cassaday & Co Wealth Management
Virginia
$810K -$76.6K -3,026 -8%
UCI
1345
Uncommon Cents Investing
Wisconsin
$808K +$12.7K +500 +2%
GSB
1346
Greenfield Savings Bank
Massachusetts
$808K -$10.5K -416 -1%
GFA
1347
Gallagher Fiduciary Advisors
Illinois
$801K +$24.9K +985 +3%
PP
1348
PDS Planning
Ohio
$800K -$197K -7,778 -19%
KJWM
1349
Kiley Juergens Wealth Management
Washington
$799K -$23.7K -937 -3%
GC
1350
Gilbert & Cook
Iowa
$799K +$5.47K +216 +0.7%