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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1901
Oxford Financial Group
Indiana
$549K +$57.1K +197 +11%
CG
1902
CFO4Life Group
Texas
$547K +$4.06K +14 +0.7%
MCWA
1903
Meadow Creek Wealth Advisors
Georgia
$547K -$2.9K -10 -0.5%
LWMM
1904
Legacy Wealth Management (Mississippi)
Mississippi
$546K
SOS
1905
Silver Oak Securities
Tennessee
$546K +$94K +324 +20%
DDC
1906
DF Dent & Co
Maryland
$545K
CANC
1907
Culbertson A N & Co
Virginia
$545K +$58K +200 +12%
IA
1908
Insight Advisors
Pennsylvania
$544K -$5.8K -20 -1%
GFPC
1909
Global Financial Private Client
Florida
$544K +$258K +888 +85%
RIM
1910
RW Investment Management
Idaho
$544K -$3.48K -12 -0.6%
KA
1911
Klingman & Associates
New York
$544K +$20.9K +72 +4%
SIG
1912
Sky Investment Group
Connecticut
$543K -$14.5K -50 -3%
RF
1913
Roxbury Financial
New Jersey
$542K -$67.9K -234 -11%
AC
1914
Apella Capital
Connecticut
$540K +$14.8K +51 +3%
RPWA
1915
Regent Peak Wealth Advisors
Georgia
$539K +$554K +1,909 New
BCG
1916
Breakwater Capital Group
New Jersey
$539K +$46.7K +161 +9%
TW
1917
TritonPoint Wealth
Maryland
$537K -$8.7K -30 -2%
WI
1918
Westbourne Investments
Virginia
$537K -$7.25K -25 -1%
SI
1919
Severin Investments
Missouri
$537K +$251K +864 +83%
WIC
1920
Woodmont Investment Counsel
Tennessee
$536K -$8.7K -30 -2%
AFG
1921
Allegheny Financial Group
Pennsylvania
$536K -$1.77M -6,112 -76%
NAS
1922
Nicolet Advisory Services
Wisconsin
$536K -$40K -138 -7%
RB
1923
Rodgers Brothers
Pennsylvania
$535K -$8.7K -30 -2%
ME
1924
McIlrath & Eck
Washington
$535K -$1.45K -5 -0.3%
APW
1925
Acima Private Wealth
Virginia
$534K