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Name Holding Trade Value Shares
Change
Change in
Stake
UBG
2301
United Bank (Georgia)
Georgia
$392K +$434K +5,220 New
ATI
2302
Act Two Investors
California
$391K +$432K +5,200 New
TSW
2303
Thompson Siegel & Walmsley
Virginia
$389K
PWA
2304
Peterson Wealth Advisors
Utah
$388K +$6.65K +80 +2%
FDCC
2305
Foster Dykema Cabot & Co
Massachusetts
$388K +$96.4K +1,160 +29%
WPSG
2306
Wealth & Pension Services Group
Georgia
$388K +$155K +1,860 +56%
WAAG
2307
Wealth Alliance Advisory Group
Kansas
$385K -$135K -1,620 -24%
BFO
2308
Biltmore Family Office
North Carolina
$385K +$88.1K +1,060 +26%
WA
2309
Wealthstar Advisors
Texas
$384K -$99.8K -1,200 -19%
RMC
2310
Resources Management Corp
Connecticut
$383K
FA
2311
Financial Advisors
Massachusetts
$383K +$424K +5,100 New
CCG
2312
Chatham Capital Group
Georgia
$382K
GAM
2313
Grandview Asset Management
Pennsylvania
$382K +$422K +5,080 New
KCM
2314
Kanawha Capital Management
Virginia
$380K +$4.99K +60 +1%
RCA
2315
Rowland Carmichael Advisors
Arizona
$380K +$421K +5,060 New
NFG
2316
NewFocus Financial Group
Washington
$378K +$156K +1,880 +59%
SMFS
2317
Squar Milner Financial Services
California
$377K -$13.3K -160 -3%
CC
2318
Capital Counsel
New York
$375K -$274K -3,300 -40%
OWIM
2319
Old West Investment Management
California
$375K
WIA
2320
Westbourne Investment Advisors
Maryland
$374K +$79.8K +960 +24%
LCC
2321
Lincoln Capital Corp
Rhode Island
$369K
MCM
2322
Mainstay Capital Management
Michigan
$368K -$33.3K -400 -7%
CCA
2323
Conservest Capital Advisors
Pennsylvania
$368K
LPIC
2324
LeJeune Puetz Investment Counsel
Michigan
$368K +$183K +2,200 +81%
WWM
2325
Windsor Wealth Management
Indiana
$365K +$34.9K +420 +9%