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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2401
KLCM Advisors
Wisconsin
$238K -$49.9K -183 -18%
CWM
2402
Compass Wealth Management
Connecticut
$237K – – –
SWM
2403
Sterling Wealth Management
Illinois
$237K +$224K +823 New
HGWM
2404
Horst & Graben Wealth Management
Oregon
$236K +$5.99K +22 +3%
WP
2405
WealthPLAN Partners
Nebraska
$235K -$6.54K -24 -3%
CGFA
2406
Colton Groome Financial Advisors
North Carolina
$235K – – –
ACA
2407
Affinity Capital Advisors
California
$234K +$18.3K +67 +9%
ACA
2408
American Capital Advisory
Idaho
$234K +$222K +813 New
PWM
2409
Prentice Wealth Management
New York
$234K – – –
GAM
2410
Griffin Asset Management
New York
$234K – – –
SPWM
2411
Schrum Private Wealth Management
Florida
$233K -$21.8K -80 -9%
KC
2412
Kades & Cheifetz
Pennsylvania
$233K -$20.4K -75 -8%
OA
2413
Oxbow Advisors
Texas
$233K -$2.73K -10 -1%
TCWA
2414
Turtle Creek Wealth Advisors
Texas
$231K +$219K +803 New
JCM
2415
Janney Capital Management
Pennsylvania
$231K -$18.5K -68 -8%
CFFP
2416
Center for Financial Planning
Michigan
$231K +$14.2K +52 +7%
JHCP
2417
Jackson Hole Capital Partners
Oklahoma
$231K – – –
SP
2418
SWS Partners
Ohio
$231K -$8.99K -33 -4%
CPA
2419
Cardiff Park Advisors
California
$231K – – –
ACA
2420
Ascension Capital Advisors
Texas
$230K -$238K -872 -52%
CCP
2421
Clarkston Capital Partners
Michigan
$229K +$217K +796 New
ZAM
2422
Zevin Asset Management
Massachusetts
$229K +$5.18K +19 +2%
BWM
2423
Blossom Wealth Management
California
$228K +$1.36K +5 +0.6%
GP
2424
Geneva Partners
Wisconsin
$228K +$5.45K +20 +3%
SWM
2425
Segment Wealth Management
Texas
$228K +$216K +793 New