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Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Caldwell Trust
Florida
$417K – – –
FWA
802
FSM Wealth Advisors
Ohio
$417K +$116K +171 +41%
RBCM
803
Raub Brock Capital Management
California
$415K – – –
C
804
CEDRUS
Colorado
$411K +$37.4K +55 +11%
GSEP
805
Golden State Equity Partners
California
$408K +$38.1K +56 +11%
FBB
806
Fulton Breakefield Broenniman
Maryland
$407K -$9.52K -14 -2%
CIS
807
Continental Investors Services
Washington
$406K +$383K +564 New
PRS
808
Pinkerton Retirement Specialists
Idaho
$402K -$770K -1,133 -67%
NP
809
Nilsine Partners
Colorado
$402K +$2.04K +3 +0.5%
WI
810
WrapManager Inc
California
$402K +$32K +47 +9%
MGIA
811
Moneta Group Investment Advisors
Missouri
$399K -$107K -158 -22%
SM
812
STF Management
Texas
$399K -$303K -445 -45%
IA
813
Inspire Advisors
Idaho
$396K +$52.4K +77 +16%
AWAU
814
Alliance Wealth Advisors (Utah)
Utah
$395K +$20.4K +30 +6%
VVP
815
Venture Visionary Partners
Ohio
$392K +$10.2K +15 +3%
DAS
816
Dynamic Advisor Solutions
Arizona
$391K +$35.4K +52 +11%
CCFM
817
Clear Creek Financial Management
Washington
$391K -$19.7K -29 -5%
ACP
818
Aveo Capital Partners
Colorado
$390K +$82.3K +121 +29%
PMA
819
Prudent Man Advisors
Illinois
$386K – – –
RWA
820
Redhawk Wealth Advisors
Minnesota
$385K +$361K +531 New
MRWM
821
ML&R Wealth Management
Texas
$384K – – –
GDP
822
Great Diamond Partners
Maine
$378K +$16.3K +24 +5%
WEG
823
World Equity Group
Illinois
$378K -$1.45M -2,138 -80%
AI
824
AXS Investments
New York
$377K -$3.4K -5 -1%
B
825
Bellecapital
Switzerland
$377K – – –