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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1801
ICW Investment Advisors
Arizona
$687K -$61.3K -1,628 -9%
IAG
1802
Investmark Advisory Group
Connecticut
$686K +$387K +10,259 +143%
WCM
1803
Washington Capital Management
Washington
$686K -$16K -425 -2%
WB
1804
West Bancorporation
Iowa
$684K -$16.8K -446 -3%
WAS
1805
Wealth Advisory Solutions
Indiana
$683K -$938K -24,887 -59%
SOS
1806
Silver Oak Securities
Tennessee
$682K -$119K -3,152 -15%
TA
1807
TFG Advisers
Michigan
$678K -$122K -3,238 -16%
FNT
1808
First Nebraska Trust
Nebraska
$677K -$22.6K -600 -3%
SAM
1809
SignalPoint Asset Management
Missouri
$675K -$23.1K -613 -3%
SFS
1810
Stiles Financial Services
Minnesota
$674K -$38 -1 -0%
IIL
1811
Insight Inv LLC
California
$671K -$80.3K -2,130 -11%
BFAG
1812
Blackston Financial Advisory Group
Florida
$671K +$15.7K +416 +3%
IHL
1813
Investment House LLC
California
$670K -$86.7K -2,301 -12%
SEP
1814
Southland Equity Partners
Missouri
$669K +$186K +4,930 +41%
LMKC
1815
L.M. Kohn & Company
Ohio
$668K -$73.8K -1,958 -10%
BIA
1816
Benchmark Investment Advisors
Illinois
$668K -$73.2K -1,943 -10%
NLP
1817
Next Level Private
New York
$668K +$181K +4,805 +42%
CCWA
1818
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$667K -$98K -2,602 -13%
NFSG
1819
Newbridge Financial Services Group
Florida
$667K -$40.9K -1,086 -6%
MWA
1820
Meridian Wealth Advisors
Texas
$667K -$325K -8,617 -34%
SWM
1821
Sugarloaf Wealth Management
Georgia
$666K -$98.9K -2,625 -13%
IC
1822
Inscription Capital
Texas
$666K +$3.77K +100 +0.6%
NGA
1823
Naples Global Advisors
Florida
$666K -$74.6K -1,980 -10%
BBI
1824
Baxter Bros Inc
Connecticut
$663K -$114K -3,022 -15%
TYCC
1825
Texas Yale Capital Corp
Florida
$663K -$620K -16,450 -49%