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Name Holding Trade Value Shares
Change
Change in
Stake
WG
2101
Welch Group
Alabama
$230K -$39.5K -82 -14%
KCM
2102
Kathmere Capital Management
Pennsylvania
$230K +$243K +505 New
CC
2103
Cornerstone Capital
California
$229K
RFN
2104
Redwood Financial Network
Ohio
$229K +$242K +504 New
VR
2105
Viridian RIA
Washington
$228K -$64.9K -135 -21%
NF
2106
Nikulski Financial
Iowa
$228K -$48.1K -100 -17%
FANJ
2107
Financial Architects (New Jersey)
New Jersey
$227K -$1.44K -3 -0.6%
HLOC
2108
H.L. Ormond & Company
North Carolina
$226K -$2.41K -5 -1%
NCM
2109
Novare Capital Management
North Carolina
$226K +$32.7K +68 +16%
FHC
2110
First Heartland Consultants
Missouri
$225K -$25K -52 -9%
JAG
2111
Journey Advisory Group
Kentucky
$225K +$21.6K +45 +10%
LWM
2112
Liberty Wealth Management
California
$225K +$234K +487 New
CA
2113
Capitolis Advisors
New York
$224K -$97.2M -201,939 -100%
ML
2114
Mayport LLC
Massachusetts
$224K -$20.2K -42 -8%
CAL
2115
Capital Advisors Ltd
Ohio
$224K
CCP
2116
Cassia Capital Partners
North Carolina
$224K +$6.25K +13 +3%
KOC
2117
Koss-Olinger Consulting
Florida
$224K +$237K +492 New
AWA
2118
Acorn Wealth Advisors
Michigan
$223K
CWM
2119
C2C Wealth Management
Arizona
$222K +$245K +510 New
FNT
2120
First Nebraska Trust
Nebraska
$221K
AWM
2121
Accurate Wealth Management
Florida
$221K -$31.8K -66 -12%
BFO
2122
Biltmore Family Office
North Carolina
$221K
PFA
2123
Pure Financial Advisors
California
$221K
SC
2124
Seldon Capital
California
$221K
TA
2125
Trellis Advisors
Washington
$221K +$1.92K +4 +0.8%