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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1826
Beacon Financial Advisory
Ohio
$263K +$285K +1,239 New
HFS
1827
Hantz Financial Services
Michigan
$262K -$1.56M -6,783 -85%
DLCIG
1828
D.L. Carlson Investment Group
New Hampshire
$261K
BFPW
1829
BOK Financial Private Wealth
Colorado
$259K -$24.2K -105 -8%
JWM
1830
Jeppson Wealth Management
California
$259K
CFS
1831
CRA Financial Services
New Jersey
$259K +$69.3K +301 +33%
DIP
1832
DT Investment Partners
Pennsylvania
$259K +$280K +1,216 New
LSA
1833
L & S Advisors
California
$257K -$17.3K -75 -6%
BBNA
1834
Bremer Bank National Association
Minnesota
$256K -$39.6K -172 -12%
AA
1835
AlphaMark Advisors
Kentucky
$256K -$1.84K -8 -0.7%
SSW
1836
Smith Shellnut Wilson
Mississippi
$255K -$9.67K -42 -3%
AL
1837
ADE LLC
Maryland
$255K
GAM
1838
Gemmer Asset Management
California
$255K +$460 +2 +0.2%
KFC
1839
Klingenstein Fields & Co
New York
$254K
BBW
1840
Blue Barn Wealth
Utah
$253K +$274K +1,190 New
CM
1841
Columbus Macro
Pennsylvania
$252K -$4.37K -19 -2%
PWAG
1842
Polaris Wealth Advisory Group
California
$252K -$1.38K -6 -0.5%
BRM
1843
Boston Research & Management
Massachusetts
$252K
HCM
1844
Hengehold Capital Management
Ohio
$252K
LBA
1845
Lowell Blake & Associates
Massachusetts
$252K
DAM
1846
Delta Asset Management
Tennessee
$251K -$70K -304 -20%
VFM
1847
Vivid Financial Management
California
$251K -$8.06K -35 -3%
AFP
1848
Ausdal Financial Partners
Iowa
$251K +$30.2K +131 +12%
PL
1849
Parthenon LLC
Kentucky
$250K -$51.6K -224 -16%
CWP
1850
Capital Wealth Planning
Florida
$249K -$656K -2,850 -71%