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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2401
Adams Wealth Management
Utah
$2.28M -$2.11M -16,882 -44%
BAM
2402
Bellevue Asset Management
Washington
$2.28M -$12.5K -100 -0.5%
SFG
2403
Sather Financial Group
Texas
$2.27M +$242K +1,935 +10%
Fuller & Thaler Asset Management
2404
Fuller & Thaler Asset Management
California
$2.26M -$1.18M -9,400 -31%
HFA
2405
HC Financial Advisors
California
$2.25M +$83.8K +670 +3%
PGWM
2406
Parisi Gray Wealth Management
New Jersey
$2.25M +$75.1K +600 +3%
GC
2407
Gilbert & Cook
Iowa
$2.24M +$239K +1,910 +10%
RCA
2408
Resonant Capital Advisors
Wisconsin
$2.23M +$876 +7 +0%
TSWM
2409
Triangle Securities Wealth Management
North Carolina
$2.23M +$15.6K +125 +0.6%
PA
2410
Paragon Advisors
Texas
$2.23M -$431K -3,445 -14%
FP
2411
Financial Perspectives
Minnesota
$2.23M +$12.5K +100 +0.5%
SIAG
2412
Safeguard Investment Advisory Group
California
$2.23M -$1.62M -12,977 -95%
CHJWM
2413
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$17.9K -143 -0.7%
RT
2414
Rockland Trust
Massachusetts
$2.22M -$254K -2,030 -9%
SAM
2415
Summit Asset Management
Tennessee
$2.22M +$5K +40 +0.2%
HBW
2416
Hazlett, Burt & Watson
West Virginia
$2.22M +$61.7K +493 +2%
JWM
2417
JGP Wealth Management
Oregon
$2.22M +$103K +822 +4%
GSC
2418
Ground Swell Capital
South Carolina
$2.22M +$2.61M +20,875 New
LTI
2419
Laffer Tengler Investments
Tennessee
$2.22M +$246K +1,965 +10%
EWA
2420
Encompass Wealth Advisors
Oregon
$2.21M +$344K +2,750 +15%
OBWG
2421
Onyx Bridge Wealth Group
New York
$2.21M +$178K +1,422 +9%
CWA
2422
Choice Wealth Advisors
Maine
$2.21M -$1.61M -12,887 -38%
CWA
2423
Consilio Wealth Advisors
Washington
$2.21M +$1.85M +14,773 +245%
CG
2424
Clarus Group
Texas
$2.2M +$626K +5,000 +32%
HFM
2425
Hartford Financial Management
Connecticut
$2.2M +$52.6K +420 +2%