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Name Holding Trade Value Shares
Change
Change in
Stake
DPI
3026
Diversified Portfolios Inc
Michigan
$816K +$22K +73 +3%
SCA
3027
St. Clair Advisors
Ohio
$816K
NFG
3028
Nadler Financial Group
Illinois
$814K +$44.8K +149 +6%
GCA
3029
Gradient Capital Advisors
California
$814K +$9.92K +33 +1%
UIM
3030
Unified Investment Management
Georgia
$814K +$775K +2,576 New
FG
3031
Foster Group
Iowa
$814K -$65.6K -218 -8%
PWM
3032
Proathlete Wealth Management
Florida
$813K -$902 -3 -0.1%
ES
3033
Eagle Strategies
New York
$811K +$18.9K +63 +3%
I
3034
INVST
Indiana
$810K +$4.21K +14 +0.5%
USWIA
3035
UP Strategic Wealth Investment Advisors
Pennsylvania
$809K +$134K +445 +21%
AA
3036
Addison Advisors
Vermont
$809K -$15.9K -53 -2%
DSN
3037
D. Scott Neal
Kentucky
$806K
FBC
3038
Fairfield, Bush & Co
Connecticut
$806K -$10.5K -35 -1%
Members Trust
3039
Members Trust
Florida
$802K +$12.9K +43 +2%
RFG
3040
RFP Financial Group
Georgia
$802K -$3.31K -11 -0.4%
PEA
3041
Park Edge Advisors
Ohio
$801K -$264K -877 -26%
CPL
3042
CAP Partners LLC
Tennessee
$800K -$902 -3 -0.1%
SPW
3043
Sonoma Private Wealth
California
$800K +$31.9K +106 +4%
BWM
3044
BlackDiamond Wealth Management
New York
$800K +$3.61K +12 +0.5%
HHRDM
3045
H&H Retirement Design & Management
Nevada
$799K -$70.7K -235 -9%
CNFG
3046
Creegan & Nassoura Financial Group
New Hampshire
$798K
GSIAS
3047
Garden State Investment Advisory Services
New Jersey
$798K -$21.6K -72 -3%
MAM
3048
Marotta Asset Management
Virginia
$797K
PCM
3049
Princeton Capital Management
New Jersey
$797K +$32.2K +107 +4%
CRIG
3050
Charter Research & Investment Group
Connecticut
$796K