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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
1376
Alpha Family Trust
California
$305K – – –
ICM
1377
IMS Capital Management
Oregon
$304K +$31.4K +40 +15%
EFG
1378
Everhart Financial Group
Ohio
$303K +$26.7K +34 +12%
WJA
1379
Willis Johnson & Associates
Texas
$303K +$246K +313 New
MFG
1380
MidWestOne Financial Group
Iowa
$302K -$1.57K -2 -0.6%
SP
1381
Stablepoint Partners
Massachusetts
$302K +$786 +1 +0.3%
EFSCE
1382
Enterprise Financial Services Corp (EFSC)
Missouri
$295K -$7.86K -10 -3%
YWS
1383
Yarger Wealth Strategies
Ohio
$295K +$239K +304 New
BP
1384
BBR Partners
New York
$294K +$4.72K +6 +2%
TCOO
1385
Trust Company of Oklahoma
Oklahoma
$292K -$49.5K -63 -17%
VAG
1386
VisionPoint Advisory Group
Texas
$292K -$3.14K -4 -1%
FFN
1387
Focus Financial Network
Minnesota
$291K -$353K -449 -60%
SWP
1388
Strategic Wealth Partners
Ohio
$290K -$101K -128 -30%
BCFD
1389
Boit C.F. David
$290K – – –
CA
1390
Cullinan Associates
Kentucky
$290K – – –
PWM
1391
Purus Wealth Management
California
$289K -$9.43K -12 -4%
GA
1392
Goldstein Advisors
Wisconsin
$288K -$28.3K -36 -11%
HAC
1393
Harbor Advisory Corp
New Hampshire
$286K – – –
TWM
1394
Topsail Wealth Management
North Carolina
$286K – – –
IIA
1395
Integrity Investment Advisors
Colorado
$285K -$3.93K -5 -2%
EWA
1396
Evolution Wealth Advisors
Florida
$285K +$231K +294 New
SWA
1397
Strategies Wealth Advisors
Michigan
$283K -$1.57K -2 -0.7%
AAS
1398
AdviceOne Advisory Services
Connecticut
$283K +$230K +292 New
WGC
1399
Watts Gwilliam & Co
Arizona
$282K – – –
GWS
1400
Greykasell Wealth Strategies
California
$282K +$101K +129 +80%