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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1501
Cadent Capital Advisors
Oklahoma
$320K -$101K -614 -21%
DMBA
1502
Deseret Mutual Benefit Administrators
Utah
$320K
SPWG
1503
Sage Private Wealth Group
Illinois
$319K -$25.9K -157 -6%
OPOWM
1504
One Plus One Wealth Management
Florida
$319K
OTL
1505
Oak Thistle LLC
New York
$319K +$7.6K +46 +2%
BG
1506
Benedetti & Gucer
Georgia
$318K -$41.3K -250 -10%
CT
1507
Columbia Trust
Oregon
$318K
HA
1508
HFG Advisors
Ohio
$318K
MRCM
1509
M&R Capital Management
New Jersey
$318K +$165 +1 +0%
MW
1510
MBL Wealth
North Carolina
$318K +$201K +1,219 +114%
MSA
1511
Marino Stram & Associates
Massachusetts
$317K +$43.8K +265 +13%
MTIC
1512
Missouri Trust & Investment Company
Missouri
$316K +$15.7K +95 +4%
GA
1513
Geller Advisors
New York
$315K -$16K -97 -4%
PGAM
1514
Princeton Global Asset Management
New Jersey
$314K
ATFA
1515
All Terrain Financial Advisors
Minnesota
$313K
RW
1516
Rede Wealth
Virginia
$312K -$1.16K -7 -0.3%
FA
1517
Financial Advisors
Massachusetts
$311K
QPW
1518
Quantum Private Wealth
Florida
$310K
ATC
1519
Adirondack Trust Company
New York
$310K +$11.4K +69 +3%
MFS
1520
Mirabella Financial Services
United Kingdom
$310K +$369K +2,234 New
WPC
1521
Waters Parkerson & Co
Louisiana
$309K
ZF
1522
Zhang Financial
Michigan
$309K +$105K +636 +40%
GWANC
1523
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$367K +2,223 New
5L
1524
55I LLC
Massachusetts
$309K +$368K +2,227 New
SB
1525
Strategic Blueprint
Georgia
$308K -$5.78K -35 -2%