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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2701
Southern Financial Group
Alabama
$225K +$30.9K +274 +14%
GSWM
2702
Golden State Wealth Management
California
$225K +$677 +6 +0.3%
BP
2703
Broadleaf Partners
Ohio
$225K
SGCA
2704
Steel Grove Capital Advisors
Tennessee
$225K +$3.27K +29 +1%
CCMW
2705
Cypress Capital Management (Wyoming)
Wyoming
$225K
JHP
2706
James Hambro & Partners
United Kingdom
$225K +$15.8K +140 +7%
THL
2707
Tillman Hartley LLC
Colorado
$224K -$52.8K -468 -18%
LTI
2708
Laffer Tengler Investments
Tennessee
$224K -$9.6K -85 -4%
HWMG
2709
Hurlow Wealth Management Group
Indiana
$224K +$790 +7 +0.3%
BIA
2710
Bell Investment Advisors
California
$224K -$7.34K -65 -3%
NC
2711
NewSquare Capital
Pennsylvania
$224K +$23.9K +212 +11%
CIP
2712
Convergence Investment Partners
Florida
$223K -$12.5K -111 -5%
IAS
2713
Integrity Advisory Solutions
Texas
$222K +$19.2K +170 +9%
FI
2714
Finivi Inc
Massachusetts
$222K -$1.35K -12 -0.6%
SIS
2715
Sound Income Strategies
Florida
$222K +$4.07K +36 +2%
TWM
2716
Tolleson Wealth Management
Texas
$222K
HIM
2717
Hanlon Investment Management
New Jersey
$221K -$18.2K -161 -7%
CWM
2718
CCG Wealth Management
California
$221K +$33.9K +300 +16%
HC
2719
Hoese & Co
Minnesota
$221K
CAG
2720
Centerpoint Advisory Group
Kansas
$221K -$79K -700 -25%
MYLI
2721
Meiji Yasuda Life Insurance
Japan
$220K -$2.61M -23,094 -91%
RWS
2722
Resolute Wealth Strategies
Mississippi
$220K +$43.1K +382 +22%
SSA
2723
Shepherd Street Advisors
California
$220K -$326K -2,885 -57%
OM
2724
OV Management
Minnesota
$220K -$719K -6,369 -75%
MFFIA
2725
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$220K