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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1801
Landaas & Company
Wisconsin
$332K -$46.1K -200 -12%
OCG
1802
Opus Capital Group
Ohio
$332K
TF
1803
Trek Financial
Arizona
$332K +$3.46K +15 +1%
GGI
1804
Godsey & Gibb Inc
Virginia
$332K +$5.07K +22 +2%
MWPCG
1805
Measured Wealth Private Client Group
New Hampshire
$331K +$15.4K +67 +5%
MIM
1806
MTM Investment Management
South Carolina
$331K +$332K +1,441 New
SFS
1807
Summit Financial Strategies
Ohio
$330K +$8.07K +35 +3%
SCM
1808
Southport Capital Management
Tennessee
$329K -$15K -65 -4%
TCB
1809
Texas Capital Bancshares
Texas
$329K
DA
1810
Detalus Advisors
Missouri
$329K +$461 +2 +0.1%
HCM
1811
Hutchinson Capital Management
California
$328K +$231 +1 +0.1%
AIM
1812
Allen Investment Management
New York
$327K -$14.3K -62 -4%
KFI
1813
Key Financial Inc
Pennsylvania
$327K +$11.8K +51 +4%
WP
1814
WealthShield Partners
North Carolina
$326K +$108K +470 +50%
MNBTD
1815
Moody National Bank Trust Division
Texas
$325K -$461 -2 -0.1%
OA
1816
Oxbow Advisors
Texas
$324K
KPWG
1817
KFA Private Wealth Group
Virginia
$323K +$12.7K +55 +4%
KWA
1818
KCS Wealth Advisory
California
$322K +$461 +2 +0.1%
AWAP
1819
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$320K +$321K +1,392 New
PG
1820
Prostatis Group
Maryland
$319K +$31.4K +136 +11%
RCG
1821
Rock Creek Group
District of Columbia
$318K -$70.3K -305 -18%
HPWM
1822
Highland Private Wealth Management
Washington
$318K -$49.3K -214 -13%
PHAM
1823
Palisades Hudson Asset Management
Florida
$318K
KWM
1824
Keebeck Wealth Management
Illinois
$317K
LWA
1825
Lineweaver Wealth Advisors
Ohio
$316K +$9.68K +42 +3%