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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1701
Sava Infond
Slovenia
$790K
CFP
1702
Catalyst Financial Partners
Massachusetts
$790K +$67.1K +237 +9%
PPWM
1703
Paragon Private Wealth Management
Kentucky
$788K +$97.7K +345 +14%
PCMC
1704
Paragon Capital Management (Colorado)
Colorado
$787K
BHWM
1705
Bar Harbor Wealth Management
New Hampshire
$786K +$94.9K +335 +14%
PCS
1706
Personal CFO Solutions
New Jersey
$785K -$83.3K -294 -9%
SCA
1707
St. Clair Advisors
Ohio
$782K
HWMO
1708
Heritage Wealth Management (Ohio)
Ohio
$782K +$21.5K +76 +3%
Fuller & Thaler Asset Management
1709
Fuller & Thaler Asset Management
California
$781K
CCG
1710
Coastwise Capital Group
California
$779K +$46.7K +165 +6%
MLL
1711
Moody Lynn & Lieberson
Massachusetts
$779K -$3.44M -12,158 -81%
PP
1712
PDS Planning
Ohio
$777K -$1.98K -7 -0.3%
LT
1713
Legacy Trust
Michigan
$776K
CBT
1714
CoreFirst Bank & Trust
Kansas
$776K +$72.2K +255 +10%
LSA
1715
Lion Street Advisors
Texas
$774K +$10.2K +36 +1%
BWCS
1716
Beirne Wealth Consulting Services
Connecticut
$774K
KCIC
1717
Kuhn & Co Investment Counsel
Illinois
$773K
AIC
1718
Argus Investors Counsel
New York
$773K -$283 -1 -0%
DOA
1719
D'Orazio & Associates
Virginia
$768K +$2.83K +10 +0.4%
RPGK
1720
Retirement Planning Group (Kansas)
Kansas
$768K +$11K +39 +1%
ISFAN
1721
Investor's Fiduciary Advisor Network
Washington
$768K +$117K +413 +18%
NPFS
1722
Novak & Powell Financial Services
Florida
$766K -$18.4K -65 -2%
AWM
1723
Allen Wealth Management
North Carolina
$765K -$5.67K -20 -0.7%
BIA
1724
BHK Investment Advisors
Alabama
$763K +$21.2K +75 +3%
CAGAS
1725
Capital Advisory Group Advisory Services
Minnesota
$763K +$10.8K +38 +1%