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Name Holding Trade Value Shares
Change
Change in
Stake
SGC
2201
Slocum, Gordon & Co
Rhode Island
$324K
WBG
2202
Wharton Business Group
Pennsylvania
$324K
B
2203
Bensler
Washington
$322K +$7.36K +27 +2%
OPA
2204
Old Port Advisors
Maine
$321K +$89.6K +329 +42%
MWM
2205
Mosley Wealth Management
California
$319K +$302K +1,108 New
PIM
2206
Progressive Investment Management
Oregon
$318K
RSWA
2207
Robinson Smith Wealth Advisors
Maine
$318K +$301K +1,105 New
TC
2208
Truvestments Capital
Florida
$316K +$299K +1,098 New
OWA
2209
One Wealth Advisors
California
$316K -$81.2K -298 -21%
DAM
2210
Delta Asset Management
Tennessee
$316K -$7.63K -28 -2%
OL
2211
Optas LLC
Texas
$314K +$45.2K +166 +18%
ORG
2212
Optimist Retirement Group
Washington
$313K +$296K +1,088 New
LA
2213
Lakeside Advisors
Washington
$313K +$545 +2 +0.2%
DA
2214
Detalus Advisors
Missouri
$313K +$10.4K +38 +4%
KCM
2215
Kaye Capital Management
California
$313K +$272 +1 +0.1%
FL
2216
Fort LP
Maryland
$311K -$16.9K -62 -5%
CAGAS
2217
Capital Advisory Group Advisory Services
Minnesota
$311K +$64.6K +237 +28%
CWM
2218
Cornerstone Wealth Management
Missouri
$311K -$39.5K -145 -12%
SA
2219
Shilanski & Associates
Alaska
$311K -$16.3K -60 -5%
CCA
2220
Cora Capital Advisors
New Jersey
$311K +$2.45K +9 +0.8%
WA
2221
Waterford Advisors
New York
$310K
SPWM
2222
Spartan Planning & Wealth Management
North Carolina
$310K -$52.9K -194 -15%
SAA
2223
Southeast Asset Advisors
Georgia
$310K
KTA
2224
Keeley-Teton Advisors
Illinois
$310K
WFA
2225
West Financial Advisors
Iowa
$309K -$7.36K -27 -2%