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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2051
Curi Wealth Management
North Carolina
$320K -$69.4K -278 -19%
SF
2052
Slagle Financial
Illinois
$318K +$295K +1,184 New
D
2053
Diversified
Delaware
$318K +$5.24K +21 +2%
TSS
2054
Two Sigma Securities
New York
$317K -$960K -3,845 -77%
HBWM
2055
Hollow Brook Wealth Management
New York
$317K
SOS
2056
Silver Oak Securities
Tennessee
$317K -$884K -3,542 -75%
CWM
2057
Cahaba Wealth Management
Georgia
$316K -$156K -627 -35%
MWPCG
2058
Measured Wealth Private Client Group
New Hampshire
$316K -$12.2K -49 -4%
MCP
2059
Mirador Capital Partners
California
$316K -$44.2K -177 -13%
IBOK
2060
Independence Bank of Kentucky
Kentucky
$316K -$31.2K -125 -10%
AFA
2061
American Financial Advisors
Georgia
$315K +$2K +8 +0.7%
KA
2062
Klingman & Associates
New York
$315K -$6.74K -27 -2%
AFP
2063
Alpha Financial Partners
Kentucky
$314K +$6.24K +25 +2%
GWM
2064
Gray Wealth Management
Maine
$314K -$9.23K -37 -3%
BFAG
2065
Blackston Financial Advisory Group
Florida
$314K +$6.74K +27 +2%
SPWG
2066
Syntegra Private Wealth Group
Missouri
$313K -$24K -96 -8%
HFS
2067
Hantz Financial Services
Michigan
$313K +$29.7K +119 +11%
ES
2068
ETF Store
Kansas
$312K
CFO
2069
Capitol Family Office
Oregon
$312K
KFS
2070
Kaizen Financial Strategies
California
$311K +$2.25K +9 +0.8%
FCT
2071
First Community Trust
Iowa
$311K
SAM
2072
SignalPoint Asset Management
Missouri
$310K +$5.74K +23 +2%
9WM
2073
9258 Wealth Management
Ohio
$310K -$499 -2 -0.2%
STC
2074
Sarah T. Connolly
$309K -$18.7K -75 -6%
DBG
2075
De Burlo Group
Massachusetts
$308K