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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1301
Sawyer & Company
Massachusetts
$15K – – –
CT
1302
Caldwell Trust
Florida
$14.9K -$101K -1,400 -88%
BC
1303
Burleson & Co
California
$14.9K – – –
CBT
1304
CoreFirst Bank & Trust
Kansas
$14.9K +$14.5K +200 New
TLA
1305
Tanglewood Legacy Advisors
Texas
$14.8K +$14.4K +199 New
WIM
1306
Westside Investment Management
California
$14.8K +$72 +1 +0.3%
JFA
1307
JNBA Financial Advisors
Minnesota
$14.4K -$51.8K -716 -79%
DI
1308
Disciplined Investments
Oklahoma
$14.2K – – –
EBA
1309
Eagle Bay Advisors
New York
$13.7K +$940 +13 +8%
AIC
1310
Archer Investment Corporation
Indiana
$13.3K +$9.33K +129 +258%
TCOV
1311
Trust Company of Vermont
Vermont
$12.1K +$8.1K +112 +224%
AFG
1312
Albion Financial Group
Utah
$12K +$2.24K +31 +24%
OCM
1313
Osterweis Capital Management
California
$11.8K – – –
ICM
1314
Islay Capital Management
Texas
$11.2K – – –
TWD
1315
True Wealth Design
Ohio
$10.4K +$10.1K +139 New
FCA
1316
Fortis Capital Advisors
Kansas
$10.3K +$9.98K +138 New
WTA
1317
Washington Trust Advisors
Massachusetts
$9.83K – – –
KIA
1318
Kraematon Investment Advisors
Massachusetts
$9.83K +$9.55K +132 New
RWM
1319
Raffa Wealth Management
District of Columbia
$9.76K +$2.03K +28 +27%
IFAM
1320
Institutional & Family Asset Management
Colorado
$9.54K -$579 -8 -6%
FSWA
1321
Financial Synergies Wealth Advisors
Texas
$9.31K – – –
SC
1322
Steph & Co
Wisconsin
$9K – – –
AWM
1323
Avior Wealth Management
Nebraska
$8.86K -$217 -3 -2%
ZB
1324
Zions Bancorporation
Utah
$8.86K – – –
SIM
1325
Studio Investment Management
Illinois
$8.12K -$1.99M -27,461 -100%