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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
2526
Investmark Advisory Group
Connecticut
$305K +$275K +608 New
LDB
2527
Lee, Danner & Bass
Tennessee
$304K -$12.2K -27 -4%
AFWM
2528
AMJ Financial Wealth Management
Virginia
$303K -$12.7K -28 -4%
SBWIC
2529
Schaper Benz & Wise Investment Counsel
Wisconsin
$302K
ML
2530
Mayport LLC
Massachusetts
$302K +$272K +601 New
BMC
2531
Beaton Management Company
Massachusetts
$301K
BFA
2532
Benedict Financial Advisors
Georgia
$301K +$905 +2 +0.3%
WCM
2533
Wealthcare Capital Management
Virginia
$301K +$1.81K +4 +0.7%
SN
2534
Sittner & Nelson
Oregon
$301K +$14K +31 +5%
CA
2535
Carson Advisory
Georgia
$301K +$271K +599 New
SIA
2536
Sage Investment Advisers
New York
$301K +$272K +600 New
VC
2537
Vicus Capital
Pennsylvania
$301K +$316K +698 New
SIS
2538
Sound Income Strategies
Florida
$300K
IP
2539
Ignite Planners
California
$300K +$292K +645 New
GWA
2540
GGM Wealth Advisors
Maryland
$299K +$905 +2 +0.3%
DHGWA
2541
Dixon Hughes Goodman Wealth Advisors
North Carolina
$299K +$269K +595 New
BWA
2542
Bordeaux Wealth Advisors
California
$299K +$270K +596 New
SSC
2543
Syverson Strege & Co
Iowa
$298K -$71.5K -158 -21%
AC
2544
Alley Company
Illinois
$298K
MC
2545
Manteio Capital
New Jersey
$298K +$269K +594 New
SNBOSD
2546
Security National Bank of So Dak
Iowa
$297K -$27.2K -60 -9%
EL
2547
Essex LLC
Illinois
$297K
GIP
2548
Greatmark Investment Partners
Georgia
$297K
DWP
2549
Destiny Wealth Partners
Florida
$296K
KLI
2550
Kelman-Lazarov Inc
Tennessee
$296K