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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1651
Joule Financial
Kentucky
$205K +$4.56K +29 +2%
FAG
1652
Fortitude Advisory Group
Washington
$205K -$3.3K -21 -1%
AC
1653
Allstate Corporation
Illinois
$205K -$3.62K -23 -2%
RIA
1654
Realta Investment Advisors
Delaware
$205K -$13.8K -88 -6%
LI
1655
LRI Investments
Florida
$205K +$149K +950 +219%
AC
1656
Avory & Company
Florida
$205K -$787 -5 -0.4%
BFA
1657
Bright Financial Advisors
Michigan
$204K – – –
TWM
1658
Trueblood Wealth Management
Ohio
$204K -$8.5K -54 -4%
TPWA
1659
TRUE Private Wealth Advisors
Oregon
$203K -$63.2K -402 -23%
IIA
1660
Integral Investment Advisors
California
$203K +$10.9K +69 +5%
WCA
1661
Waypoint Capital Advisors
Minnesota
$203K +$4.25K +27 +2%
UL
1662
Unionview LLC
Washington
$201K – – –
MFG
1663
Midwest Financial Group
Kansas
$201K +$7.87K +50 +4%
CPA
1664
Cardiff Park Advisors
California
$201K -$35.4K -225 -14%
EI
1665
EDMP Inc
Florida
$201K – – –
AIA
1666
Arbor Investment Advisors
North Carolina
$201K – – –
HCM
1667
Hall Capital Management
Rhode Island
$200K -$51.1K -325 -19%
HNW
1668
High Note Wealth
Minnesota
$200K -$17.5K -111 -8%
JIR
1669
James Investment Research
Ohio
$200K – – –
SOS
1670
Silver Oak Securities
Tennessee
$200K +$944 +6 +0.4%
MAM
1671
Marquette Asset Management
Minnesota
$195K – – –
SIC
1672
SJS Investment Consulting
Ohio
$193K -$23.6K -150 -10%
AA
1673
Alta Advisers
United Kingdom
$192K – – –
RA
1674
Rise Advisors
New York
$191K +$6.92K +44 +4%
AA
1675
Addison Advisors
Vermont
$187K +$7.87K +50 +4%