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Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1751
Glass Jacobson Investment Advisors
Maryland
$658K +$655K +17,695 New
CFA
1752
CWS Financial Advisors
Michigan
$656K +$16.3K +440 +3%
OHWA
1753
Oak Hill Wealth Advisors
Virginia
$654K -$43.5K -1,176 -6%
OCM
1754
Orleans Capital Management
Louisiana
$653K -$8.88K -240 -1%
LNB
1755
Ledyard National Bank
$651K +$14.3K +385 +2%
SXL
1756
Summit X LLC
Missouri
$650K +$42.4K +1,145 +7%
CWA
1757
Centennial Wealth Advisory
Michigan
$649K +$248K +6,696 +62%
SN
1758
Sittner & Nelson
Oregon
$647K -$326K -8,801 -34%
GSIAS
1759
Garden State Investment Advisory Services
New Jersey
$647K +$67K +1,811 +12%
TC
1760
Trust Company
Kansas
$647K +$179K +4,835 +39%
WCG
1761
Weaver Consulting Group
California
$645K -$64.1K -1,731 -9%
PSFG
1762
Prairie Sky Financial Group
Illinois
$645K +$642K +17,339 New
NERM
1763
New England Research & Management
Illinois
$644K -$16.7K -450 -3%
LD
1764
Lipe & Dalton
New York
$643K -$44.8K -1,210 -7%
BCA
1765
Bernzott Capital Advisors
California
$642K -$4.26M -114,983 -87%
ESB
1766
Essex Savings Bank
Connecticut
$642K +$49.8K +1,346 +8%
AWM
1767
Adams Wealth Management
Utah
$642K +$51.6K +1,393 +9%
CAM
1768
Congress Asset Management
Massachusetts
$642K -$9M -243,080 -93%
SBF
1769
Sara-Bay Financial
Florida
$641K -$21.8K -590 -3%
IGAM
1770
iA Global Asset Management
Quebec, Canada
$640K +$637K +17,214 New
AC
1771
ASB Consultores
Florida
$638K +$22.2K +600 +4%
IIA
1772
ICW Investment Advisors
Arizona
$636K -$23.8K -643 -4%
LWP
1773
Lumature Wealth Partners
Georgia
$635K +$192K +5,180 +44%
RAG
1774
RIA Advisory Group
Iowa
$634K +$208K +5,620 +49%
VFPI
1775
Vantage Financial Partners (Illinois)
Illinois
$632K – – –