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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1776
Investment Advisory Group
Massachusetts
$604K -$27.3K -771 -5%
CCWA
1777
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$602K +$145K +4,108 +35%
WAG
1778
Wallace Advisory Group
California
$602K +$14.8K +417 +2%
KFGK
1779
Keystone Financial Group (Kentucky)
Kentucky
$599K -$245K -6,913 -30%
DF
1780
Donoghue Forlines
Massachusetts
$599K -$194K -5,485 -26%
BTI
1781
Blue Trust Inc
Georgia
$598K +$54.4K +1,538 +9%
TA
1782
TFG Advisers
Michigan
$597K +$10.7K +301 +2%
ACM
1783
AlphaStar Capital Management
North Carolina
$597K -$58.5K -1,654 -9%
EFH
1784
Eaton Financial Holdings
Florida
$596K -$38K -1,075 -6%
SN
1785
Sittner & Nelson
Oregon
$595K -$62.2K -1,759 -10%
PSCM
1786
Per Stirling Capital Management
Texas
$593K -$28.6K -807 -5%
CIA
1787
Cape Investment Advisory
Georgia
$593K +$55.9K +1,580 +11%
LAS
1788
Lloyd Advisory Services
Georgia
$590K -$765K -21,613 -58%
PJSIMP
1789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$590K -$180K -5,095 -27%
MIA
1790
MeadowBrook Investment Advisors
Michigan
$589K +$553K +15,634 New
SAM
1791
SignalPoint Asset Management
Missouri
$586K -$22.9K -648 -4%
LFGH
1792
Lee Financial Group Hawaii
Hawaii
$585K +$74.4K +2,104 +16%
Members Trust
1793
Members Trust
Florida
$585K +$5.31K +150 +1%
TI
1794
Truepoint Inc
Ohio
$584K +$22.9K +648 +4%
GIM
1795
Grassi Investment Management
California
$583K -$24.7K -697 -4%
CWM
1796
Curi Wealth Management
North Carolina
$583K -$229K -6,467 -29%
IIM
1797
Ipswich Investment Management
Massachusetts
$581K -$32.5K -919 -6%
GWM
1798
Gray Wealth Management
Maine
$579K -$50.4K -1,425 -8%
MCWA
1799
Meadow Creek Wealth Advisors
Georgia
$578K +$543K +15,341 New
IC
1800
Inscription Capital
Texas
$574K -$17.8K -503 -3%