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Name Holding Trade Value Shares
Change
Change in
Stake
BO
5201
Bank OZK
Arkansas
$616K -$11.4K -52 -2%
NCG
5202
Newport Capital Group
New Jersey
$615K +$91.6K +416 +16%
KSWWM
5203
Keyes Stange & Wooten Wealth Management
Florida
$615K +$76K +345 +13%
MTC
5204
Matrix Trust Company
Colorado
$615K +$131K +594 +25%
OFG
5205
OmniStar Financial Group
North Carolina
$615K -$51.7K -235 -7%
SAM
5206
Steinberg Asset Management
New York
$614K +$650K +2,950 New
WP
5207
Walleye Partners
Wisconsin
$614K +$162K +736 +33%
PCM
5208
Prospera Capital Management
Arizona
$613K +$79.3K +360 +14%
BW
5209
Bravera Wealth
North Dakota
$612K +$70K +318 +12%
SWM
5210
Stronghold Wealth Management
Florida
$611K -$22.9K -104 -3%
WPW
5211
Winthrop Partners - WNY
New York
$611K +$13.7K +62 +2%
RWM
5212
Refined Wealth Management
Utah
$610K -$485K -2,204 -43%
GL
5213
Gerber LLC
Ohio
$610K
PPP
5214
Prism Planning Partners
Illinois
$609K -$506K -2,299 -44%
JWM
5215
JDH Wealth Management
California
$609K +$11.4K +52 +2%
HCP
5216
Hardin Capital Partners
South Carolina
$606K +$59.4K +270 +10%
DWMS
5217
Dominguez Wealth Management Solutions
Virginia
$606K
PWMG
5218
Private Wealth Management Group
New Jersey
$605K +$28.8K +131 +5%
SFB
5219
STAR Financial Bank
Indiana
$605K -$97.3K -442 -13%
JBA
5220
Johnson Bixby & Associates
Washington
$605K
PSA
5221
Plum Street Advisors
Louisiana
$604K -$22K -100 -3%
FFP
5222
Forbes Financial Planning
Rhode Island
$604K +$639K +2,900 New
AL
5223
ARWA LLC
Texas
$604K +$149K +679 +36%
LFA
5224
Level Financial Advisors
New York
$603K +$10.1K +46 +2%
PBF
5225
Petix & Botte Financial
California
$603K -$290K -1,318 -48%