Name Holding Trade Value Shares
Change
Change in
Stake
S
2201
Sachetta
Massachusetts
$85.5K – – –
FWA
2202
FSC Wealth Advisors
New York
$84.2K -$13.7K -803 -14%
JFA
2203
JNBA Financial Advisors
Minnesota
$84K – – –
PWMG
2204
Private Wealth Management Group
New Jersey
$83.4K – – –
SNB
2205
Security National Bank
Nebraska
$82.6K – – –
VAG
2206
VisionPoint Advisory Group
Texas
$82.6K -$1.01K -59 -1%
TFIPS
2207
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.8K – – –
WCM
2208
Winthrop Capital Management
Indiana
$81K +$1.2K +70 +2%
BIA
2209
Bell Investment Advisors
California
$80.8K +$2.49K +146 +3%
SC
2210
Steph & Co
Wisconsin
$78.5K +$7.63K +447 +11%
WWM
2211
Wolff Wiese Magana
California
$78.2K +$256 +15 +0.3%
VWA
2212
Valued Wealth Advisors
Utah
$78K +$62.9K +3,681 +490%
JWM
2213
Janiczek Wealth Management
Colorado
$77K -$14.6K -857 -16%
RA
2214
Rational Advisors
New York
$76K -$23.8K -1,392 -24%
FGAM
2215
Financial Gravity Asset Management
Texas
$76K – – –
AGWCA
2216
Annis Gardner Whiting Capital Advisors
Florida
$74.3K +$67.7K +3,963 +1,518%
CWM
2217
Cranbrook Wealth Management
Michigan
$73.9K – – –
IWP
2218
IAG Wealth Partners
Wisconsin
$73.9K +$56.6K +3,312 +374%
BWAM
2219
Boyd Watterson Asset Management
Ohio
$73.4K -$5.21K -305 -7%
HRC
2220
Hoertkorn Richard Charles
$73.1K – – –
T
2221
Tidemark
California
$71.1K +$102 +6 +0.1%
OLVIG
2222
Oliver Lagore Vanvalin Investment Group
Michigan
$69.7K -$6.88K -403 -9%
CAM
2223
Creekmur Asset Management
Illinois
$66.8K +$2.77K +162 +4%
B
2224
Birchbrook
Maine
$66.3K – – –
CMP
2225
Coston McIsaac & Partners
Maine
$66K -$3.06K -179 -5%