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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2801
Roble Belko & Company
Pennsylvania
$113K +$514 +2 +0.4%
KLWA
2802
Kelly Lawrence W & Associates
California
$113K
UOTTAIMCU
2803
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$111K +$114K +445 New
RWM
2804
Raffa Wealth Management
District of Columbia
$110K
HWA
2805
Heritage Wealth Advisors
Virginia
$108K
LFASL
2806
Lugano Financial Advisors SA (LFA)
Switzerland
$107K
WSC
2807
Wellington Shields & Co
New York
$107K
LFA
2808
Level Financial Advisors
New York
$106K
DCBT
2809
Dakota Community Bank & Trust
North Dakota
$106K
DAL
2810
Delta Accumulation LLC
California
$98.8K +$101K +395 New
WFA
2811
West Financial Advisors
Iowa
$94.6K
RDIA
2812
RE Dickinson Investment Advisors
Iowa
$94K
IRAG
2813
Investment Research & Advisory Group
Georgia
$93.3K
DMBA
2814
Deseret Mutual Benefit Administrators
Utah
$90.8K +$771 +3 +0.8%
IA
2815
IFS Advisors
Kansas
$90.8K +$2.06K +8 +2%
M
2816
MOTCO
Texas
$89.3K
PP
2817
PFS Partners
New Jersey
$88.8K
PAG
2818
Paladin Advisory Group
Iowa
$88.6K
LCM
2819
Logan Capital Management
Pennsylvania
$86.6K
BOC
2820
Bull Oak Capital
California
$83.8K +$86.1K +335 New
LP
2821
LGL Partners
Pennsylvania
$82.3K +$84.5K +329 New
FPF
2822
First Pacific Financial
Washington
$80.8K +$83K +323 New
CAS
2823
Coppell Advisory Solutions
Texas
$79.8K -$58.1K -226 -26%
BG
2824
Bollard Group
Massachusetts
$76K
KFP
2825
KB Financial Partners
New Jersey
$76K +$2.06K +8 +3%