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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1901
InTrack Investment Management
Vermont
$848K -$2.19K -42 -0.3%
P
1902
Pitcairn
Pennsylvania
$847K -$94.1K -1,804 -10%
SAM
1903
SignalPoint Asset Management
Missouri
$844K +$77.7K +1,490 +10%
TCWM
1904
Total Clarity Wealth Management
Illinois
$841K -$416K -7,978 -33%
WMS
1905
Wealth Management Solutions
Pennsylvania
$840K +$844K +16,174 New
FNB
1906
Farmers National Bank
Kentucky
$839K -$689K -13,213 -45%
PIA
1907
Pinion Investment Advisors
Kansas
$839K -$44.4K -851 -5%
FNT
1908
First Nebraska Trust
Nebraska
$838K +$147K +2,815 +21%
CIA
1909
Compass Ion Advisors
Pennsylvania
$837K +$611K +11,702 +265%
PWM
1910
PBMares Wealth Management
Virginia
$836K +$31K +595 +4%
BOS
1911
Bank of Stockton
California
$834K -$271K -5,190 -24%
EWM
1912
Evermay Wealth Management
Virginia
$832K -$387K -7,419 -32%
PL
1913
Plancorp LLC
Missouri
$832K -$26.2K -502 -3%
PFBT
1914
Parkside Financial Bank & Trust
Missouri
$832K +$236K +4,528 +39%
PAWC
1915
P.A.W. Capital
Connecticut
$831K +$52.2K +1,000 +7%
DCM
1916
Davidson Capital Management
Texas
$829K -$355K -6,811 -30%
CSPIA
1917
Cary Street Partners Investment Advisory
Virginia
$829K +$2.97K +57 +0.4%
SIC
1918
SFE Investment Counsel
California
$827K +$73.6K +1,410 +10%
HCWM
1919
Harrison & Co Wealth Management
Virginia
$825K +$828K +15,872 New
SAA
1920
Southeast Asset Advisors
Georgia
$823K -$219K -4,190 -21%
AIP
1921
Ahrens Investment Partners
Louisiana
$822K -$376K -7,198 -31%
OIM
1922
Oder Investment Management
California
$820K +$155K +2,968 +23%
CPA
1923
Clear Perspective Advisors
Illinois
$819K -$38.5K -737 -4%
IAG
1924
Investment Advisory Group
Massachusetts
$819K +$806K +15,445 New
WTA
1925
Washington Trust Advisors
Massachusetts
$819K +$822K +15,758 New