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Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1401
Summit Wealth & Retirement Planning
California
$1.24M +$576 +24 +0%
CBTWT
1402
Community Bank & Trust (Waco, Texas)
Texas
$1.24M +$55.4K +2,308 +5%
VNA
1403
Valley National Advisers
Pennsylvania
$1.24M +$22.4K +933 +2%
LFGH
1404
Lee Financial Group Hawaii
Hawaii
$1.23M +$27.9K +1,165 +2%
TFO
1405
Tarbox Family Office
California
$1.22M +$1.07M +44,506 +1,227%
BFM
1406
Boston Financial Management
Massachusetts
$1.22M -$238K -9,904 -17%
SAM
1407
Summit Asset Management
Tennessee
$1.22M +$48K +2,000 +4%
CIM
1408
Corda Investment Management
Texas
$1.21M +$17.5K +728 +2%
FA
1409
FCG Advisors
New Jersey
$1.21M +$47.7K +1,989 +4%
TRAM
1410
Tuscan Ridge Asset Management
Illinois
$1.21M +$55.6K +2,317 +5%
AIC
1411
Ameritas Investment Company
Nebraska
$1.21M -$540K -22,508 -32%
MCM
1412
Maple Capital Management
Vermont
$1.21M +$114K +4,740 +11%
CWM
1413
Cahaba Wealth Management
Georgia
$1.21M -$186K -7,764 -14%
DSN
1414
D. Scott Neal
Kentucky
$1.21M -$3.93K -164 -0.3%
KWMG
1415
King Wealth Management Group
Florida
$1.2M +$30K +1,249 +3%
PWMAG
1416
Pinnacle Wealth Management Advisory Group
New Jersey
$1.2M +$77.5K +3,233 +7%
SCA
1417
Sippican Capital Advisors
Massachusetts
$1.2M +$145K +6,058 +15%
PGAM
1418
Princeton Global Asset Management
New Jersey
$1.2M +$103K +4,274 +10%
SRSA
1419
S.R. Schill & Associates
Washington
$1.2M +$114K +4,735 +11%
MC
1420
Martin & Co
Tennessee
$1.2M -$48.3K -2,013 -4%
KB
1421
Kimelman & Baird
New York
$1.19M -$1.36M -56,769 -55%
CTA
1422
Colonial Trust Advisors
South Carolina
$1.19M +$6.57K +274 +0.6%
GCA
1423
Gideon Capital Advisors
New York
$1.19M +$857K +35,715 +315%
WA
1424
WBH Advisory
Maryland
$1.19M -$43.6K -1,819 -4%
PFA
1425
Pettinga Financial Advisors
Indiana
$1.18M +$110K +4,576 +11%