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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2176
Register Financial Advisors
Georgia
$160K +$156K +8,717 New
BC
2177
Barrett & Company
Rhode Island
$160K
PMFA
2178
Plante Moran Financial Advisors
Michigan
$152K -$74.4K -4,157 -33%
MWM
2179
MinichMacGregor Wealth Management
New York
$152K +$148K +8,256 New
BCM
2180
Blume Capital Management
California
$152K +$73.6K +4,110 +99%
CAS
2181
Coppell Advisory Solutions
Texas
$151K +$147K +8,206 New
CASC
2182
Coppell Advisory Solutions Corp
Texas
$151K +$147K +8,206 New
Cohen & Steers
2183
Cohen & Steers
New York
$147K
KFS
2184
Kelly Financial Services
Massachusetts
$147K +$555 +31 +0.4%
VCM
2185
Versant Capital Management
Arizona
$147K +$1.7K +95 +1%
JAM
2186
JCIC Asset Management
Ontario, Canada
$146K -$2.51K -140 -2%
AP
2187
Arlington Partners
Alabama
$144K +$23.3K +1,302 +20%
FCT
2188
Family Capital Trust
Massachusetts
$144K
BCA
2189
Bray Capital Advisors
Florida
$142K -$2K -112 -1%
CTB
2190
Country Trust Bank
Illinois
$142K -$25.4K -1,419 -16%
SWA
2191
Sutton Wealth Advisors
Florida
$141K +$5.55K +310 +4%
DAC
2192
Dividend Assets Capital
South Carolina
$138K -$141K -7,880 -51%
TSW
2193
Thompson Siegel & Walmsley
Virginia
$135K -$47.2K -2,638 -26%
HB
2194
Horizon Bancorp
Indiana
$135K +$131K +7,332 New
CPR
2195
CSU Producer Resources
Ohio
$133K
FPB
2196
First PREMIER Bank
South Dakota
$131K -$12.4K -694 -9%
CPG
2197
Cornerstone Planning Group
New Jersey
$130K +$123K +6,860 New
GIS
2198
Grayhawk Investment Strategies
Alberta, Canada
$130K -$3.1K -173 -63%
WAM
2199
Worth Asset Management
Texas
$127K +$71.7K +4,006 +138%
HIA
2200
Harbor Investment Advisory
Maryland
$126K -$8.11K -453 -6%