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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1801
Signature Equity Partners
Ohio
$484K -$66.7K -2,495 -13%
IIA
1802
Integral Investment Advisors
California
$484K +$695 +26 +0.2%
PAA
1803
Peregrine Asset Advisers
Oregon
$483K +$198K +7,426 +80%
PFA
1804
Providence Financial Advisors
Kansas
$482K +$321 +12 +0.1%
FA
1805
Freestate Advisors
Kansas
$481K -$5.26K -197 -1%
CCM
1806
Capstone Capital Management
$481K +$443K +16,600 New
GA
1807
GFS Advisors
Texas
$481K +$1.71K +64 +0.4%
BFG
1808
Beacon Financial Group
Texas
$480K +$19K +711 +4%
HP
1809
Hilltop Partners
Indiana
$480K +$18.1K +679 +4%
CCG
1810
Chatham Capital Group
Georgia
$479K
SN
1811
Sittner & Nelson
Oregon
$478K
WAM
1812
Watershed Asset Management
California
$478K
CRWM
1813
Castle Rock Wealth Management
California
$477K +$1.34K +50 +0.3%
EL
1814
EWA LLC
Pennsylvania
$476K -$11K -413 -2%
TWP
1815
Tempus Wealth Planning
California
$475K +$80 +3 +0%
RHDIC
1816
R.H. Dinel Investment Counsel
California
$475K
TFS
1817
Thoroughbred Financial Services
Tennessee
$475K +$160 +6 +0%
ISFAN
1818
Investor's Fiduciary Advisor Network
Washington
$475K +$84.5K +3,163 +24%
BWM
1819
Buska Wealth Management
Wisconsin
$474K +$145K +5,440 +50%
SWMG
1820
Sard Wealth Management Group
Georgia
$474K +$1.68K +63 +0.4%
1IA
1821
1620 Investment Advisors
Massachusetts
$474K -$204K -7,626 -32%
FAM
1822
Formidable Asset Management
Ohio
$473K -$6.95K -260 -1%
MHIC
1823
Marble Harbor Investment Counsel
Massachusetts
$473K -$47.8K -1,790 -10%
AMPWP
1824
Alvarez & Marsal Private Wealth Partners
Florida
$472K +$435K +16,272 New
WA
1825
WBH Advisory
Maryland
$471K -$1.18K -44 -0.3%