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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
3026
Beam Wealth Advisors
Louisiana
$925K -$50.7K -320 -5%
SFG
3027
Summit Financial Group
West Virginia
$925K
ETI
3028
Enterprise Trust & Investment
California
$922K
BA
3029
Ballew Advisors
Mississippi
$920K +$441K +2,780 +91%
HC
3030
Hoese & Co
Minnesota
$919K +$942K +5,940 New
SWA
3031
Sax Wealth Advisors
New Jersey
$916K +$79.3K +500 +9%
GWM
3032
GSB Wealth Management
Connecticut
$916K +$304K +1,920 +48%
CI
3033
Chartist Inc
California
$916K -$53.9K -340 -5%
GSC
3034
G&S Capital
Colorado
$910K -$260K -1,640 -22%
AWM
3035
AllSquare Wealth Management
New York
$910K +$12.7K +80 +1%
BWM
3036
Biltmore Wealth Management
Arizona
$907K +$6.34K +40 +0.7%
LG
3037
LaFleur & Godfrey
Michigan
$907K +$57.1K +360 +7%
LI
3038
LVZ Inc
Michigan
$903K +$31.7K +200 +4%
FNB
3039
Farmers National Bank
Kentucky
$897K +$60.2K +380 +7%
IIA
3040
ICW Investment Advisors
Arizona
$897K +$3.17K +20 +0.3%
VCM
3041
Vivaldi Capital Management
Illinois
$896K -$72.9K -460 -8%
CBT
3042
CoreFirst Bank & Trust
Kansas
$894K
SFP
3043
Sterling Financial Planning
New Jersey
$888K -$82.4K -520 -8%
MWM
3044
Mascoma Wealth Management
New Hampshire
$888K +$510K +3,220 +128%
PIC
3045
Portland Investment Counsel
Ontario, Canada
$888K +$910K +5,740 New
BFG
3046
Barber Financial Group
Kansas
$886K +$3.17K +20 +0.3%
PDM
3047
Penn Davis McFarland
Texas
$885K
BBP
3048
Banco BTG Pactual
Brazil
$885K +$907K +5,720 New
MFGM
3049
Marshall Financial Group (Maryland)
Maryland
$876K +$38K +240 +4%
OPCM
3050
Osborne Partners Capital Management
California
$869K -$63.4K -400 -7%