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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2626
PFG Private Wealth Management
Florida
$92K – – –
IA
2627
IFS Advisors
Kansas
$91K – – –
JIR
2628
James Investment Research
Ohio
$91K – – –
BDS
2629
Banco de Sabadell
Florida
$87K – – –
DMBA
2630
Deseret Mutual Benefit Administrators
Utah
$85K -$8.1K -29 -8%
GA
2631
GoalVest Advisory
New York
$84K – – –
LWA
2632
Lowe Wealth Advisors
Maryland
$82K – – –
MUMSS
2633
Mitsubishi UFJ Morgan Stanley Securities
Japan
$80K -$83.8M -300,000 -100%
NIC
2634
Northwest Investment Counselors
Oregon
$80K – – –
RCC
2635
Red Cedar Capital
Nebraska
$80K – – –
TA
2636
Teramo Advisors
Florida
$80K – – –
RG
2637
Retirement Group
California
$75K -$526K -1,884 -87%
CWA
2638
Clearview Wealth Advisors
Oregon
$75K +$25.1K +90 +47%
PGAM
2639
Princeton Global Asset Management
New Jersey
$71K – – –
PB
2640
Pinnacle Bancorp
Nebraska
$70K – – –
FA
2641
Fortis Advisors
Pennsylvania
$69K -$12K -43 -14%
Parallax Volatility Advisers
2642
Parallax Volatility Advisers
California
$68K -$141M -505,860 -100%
BC
2643
Barrett & Company
Rhode Island
$67.3K +$152K +546 New
SIM
2644
Studio Investment Management
Illinois
$66K – – –
CAM
2645
Costello Asset Management
Pennsylvania
$66K -$15.9K -57 -19%
AWM
2646
AllSquare Wealth Management
New York
$63K – – –
BA
2647
Bellwether Advisors
Nebraska
$62K – – –
LJHT
2648
Laurie J. Hall Trustee
$60K – – –
MCA
2649
Maryland Capital Advisors
Maryland
$60K +$16.2K +58 +35%
TLCM
2650
Twin Lakes Capital Management
California
$59K +$62K +222 New