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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1851
Holistic Financial Partners
Indiana
$201K -$123K -562 -40%
VFP
1852
Verus Financial Partners
Virginia
$201K +$173K +789 New
AWA
1853
ARS Wealth Advisors
Florida
$200K +$181K +826 New
IFAM
1854
Institutional & Family Asset Management
Colorado
$197K -$459K -2,099 -72%
AWM
1855
Accel Wealth Management
Iowa
$197K +$219 +1 +0.1%
LC
1856
Lindbrook Capital
California
$197K +$876 +4 +0.5%
AII
1857
AGF Investments Inc
Ontario, Canada
$188K -$526K -2,405 -76%
FMP
1858
Financial Management Professionals
Texas
$188K +$16.9K +77 +11%
M
1859
MOTCO
Texas
$186K +$21K +96 +14%
ASBI
1860
American State Bank (Iowa)
Iowa
$181K
MWA
1861
Moser Wealth Advisors
Washington
$181K
CWP
1862
Concord Wealth Partners
Virginia
$177K +$17.1K +78 +12%
GEA
1863
Glen Eagle Advisors
New Jersey
$176K +$29.3K +134 +23%
PO
1864
Private Ocean
California
$170K -$19.3K -88 -11%
ALAM
1865
Asahi Life Asset Management
Japan
$169K -$606K -2,770 -80%
SC
1866
Skylands Capital
Wisconsin
$169K -$21.9K -100 -13%
CLOS
1867
Compagnie Lombard Odier SCmA
Switzerland
$169K
DI
1868
Disciplined Investments
Oklahoma
$165K
DAM
1869
Delta Asset Management
Tennessee
$165K +$22.5K +103 +18%
TFGT
1870
TS Financial Group (TSFG)
Illinois
$165K +$35.9K +164 +32%
TCM
1871
TD Capital Management
Tennessee
$162K
GAM
1872
Gemmer Asset Management
California
$159K +$1.97K +9 +1%
PAI
1873
Pittenger & Anderson Inc
Nebraska
$158K +$104K +475 +264%
BBL
1874
Beck Bode LLC
Massachusetts
$156K -$9.18M -41,921 -98%
BAM
1875
Bellevue Asset Management
Washington
$152K +$10.9K +50 +9%