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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2201
SFMG Wealth Advisors
Texas
$380K +$14.3K +26 +4%
GSIS
2202
Global Strategic Investment Solutions
Arizona
$380K +$9.32K +17 +2%
FA
2203
FDx Advisors
Illinois
$379K -$21.9K -40 -5%
MA
2204
MONECO Advisors
Connecticut
$378K +$40.6K +74 +11%
OWA
2205
One Wealth Advisors
California
$377K -$168K -307 -30%
FP
2206
Fiduciary Planning
Florida
$377K +$6.58K +12 +2%
WEG
2207
World Equity Group
Illinois
$376K +$11K +20 +3%
NIP
2208
Nicholas Investment Partners
California
$375K -$166K -303 -29%
EP
2209
EPIQ Partners
Minnesota
$375K – – –
AWM
2210
Accurate Wealth Management
Florida
$375K +$167K +305 +70%
SWP
2211
Semus Wealth Partners
Florida
$374K +$61.4K +112 +18%
FCA
2212
Fortis Capital Advisors
Kansas
$373K +$31.8K +58 +9%
CCG
2213
Coastwise Capital Group
California
$371K – – –
CIS
2214
Custom Index Systems
New York
$370K -$236K -430 -38%
WFA
2215
Wade Financial Advisory
California
$370K – – –
CD
2216
Chapin Davis
Maryland
$370K +$28.5K +52 +8%
NRI
2217
NFP Retirement Inc
California
$370K -$9.87K -18 -2%
CIP
2218
Convergence Investment Partners
Florida
$370K +$8.23K +15 +2%
CWM
2219
Cedar Wealth Management
California
$369K – – –
Cohen & Steers
2220
Cohen & Steers
New York
$369K -$3.84K -7 -1%
SWM
2221
Seed Wealth Management
Illinois
$369K – – –
TA
2222
TFB Advisors
Kansas
$367K +$1.65K +3 +0.4%
EM
2223
Excalibur Management
Massachusetts
$367K +$48.8K +89 +14%
9WM
2224
9258 Wealth Management
Ohio
$365K -$148K -270 -28%
FNBSF
2225
First National Bank Sioux Falls
South Dakota
$365K – – –