Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1601
Private Portfolio Partners
New Jersey
$910K -$68.5K -1,624 -7%
HBT
1602
Hills Bank & Trust
Iowa
$909K -$35K -830 -4%
CPWA
1603
Cerro Pacific Wealth Advisors
California
$907K +$87.1K +2,064 +11%
LCM
1604
Landscape Capital Management
New Jersey
$907K +$130K +3,091 +16%
SOS
1605
Silver Oak Securities
Tennessee
$906K +$22.8K +541 +2%
YP
1606
YANKCOM Partnership
South Dakota
$906K +$956K +22,655 New
HPM
1607
Hoxton Planning & Management
West Virginia
$905K -$92.6K -2,196 -9%
PWAM
1608
Pinnacle West Asset Management
Wyoming
$904K +$422 +10 +0%
GC
1609
Gilbert & Cook
Iowa
$903K +$16.7K +397 +2%
LCG
1610
Lakeshore Capital Group
Illinois
$902K +$951K +22,555 New
CFGW
1611
Chancellor Financial Group WB
Pennsylvania
$901K +$951K +22,532 New
BOC
1612
Barbara Oil Co
Illinois
$900K – – –
LAM
1613
Lewis Asset Management
California
$899K +$47.5K +1,125 +5%
MG
1614
Mather Group
Illinois
$896K -$25.6K -608 -3%
MWM
1615
Modera Wealth Management
New Jersey
$894K +$69K +1,636 +8%
FGA
1616
Fortis Group Advisors
New Jersey
$894K -$6.67K -158 -0.7%
RIP
1617
Reliant Investment Partners
North Carolina
$891K +$940K +22,282 New
CA
1618
CoreCap Advisors
Michigan
$890K -$1.09M -25,943 -54%
HPC
1619
HM Payson & Co
Maine
$889K +$104K +2,466 +12%
JSW
1620
Journey Strategic Wealth
New Jersey
$889K +$14.7K +348 +2%
RYIA
1621
Roehl & Yi Investment Advisors
Oregon
$888K +$937K +22,215 New
FHC
1622
First Heartland Consultants
Missouri
$888K +$47.5K +1,125 +5%
PA
1623
PharVision Advisers
Florida
$888K +$937K +22,204 New
VH
1624
Visionary Horizons
Tennessee
$888K -$90.9K -2,154 -9%
MFG
1625
Mainsail Financial Group
Washington
$885K +$5.91K +140 +0.6%