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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1901
WealthPLAN Partners
Nebraska
$101K -$16.1K -100 -15%
OP
1902
ORG Partners
Indiana
$100K +$92.8K +575 New
ASBI
1903
American State Bank (Iowa)
Iowa
$99.3K
WCMN
1904
Westchester Capital Management (Nebraska)
Nebraska
$97.6K
CIA
1905
Cape Investment Advisory
Georgia
$96K +$161 +1 +0.2%
FA
1906
Fiduciary Alliance
South Carolina
$94.4K +$87.5K +542 New
CWAF
1907
Core Wealth Advisors (Florida)
Florida
$94.2K
SGC
1908
Slocum, Gordon & Co
Rhode Island
$92.8K
CH
1909
Canton Hathaway
Rhode Island
$92K
BAM
1910
Bosun Asset Management
Illinois
$91K +$84.2K +522 New
RFA
1911
Register Financial Advisors
Georgia
$90.1K +$24.8K +154 +42%
IGWM
1912
ICA Group Wealth Management
Colorado
$90.1K +$25K +155 +43%
PP
1913
PrairieView Partners
Minnesota
$89K
GFL
1914
Granite FO LLC
New Hampshire
$88.5K +$48.4K +300 +144%
NMG
1915
New Millennium Group
Utah
$88.1K
WPA
1916
West Paces Advisors
Georgia
$86.6K -$7.26K -45 -8%
BHWM
1917
Beaird Harris Wealth Management
Texas
$83.7K +$161 +1 +0.2%
AA
1918
AlphaMark Advisors
Kentucky
$82K
BWL
1919
Bogart Wealth LLC
Virginia
$81.9K +$2.42K +15 +3%
JAM
1920
JCIC Asset Management
Ontario, Canada
$81.9K
CSWM
1921
Cassady Schiller Wealth Management
Ohio
$78.6K
PCFFS
1922
Pacific Center for Financial Services
California
$78.4K
RTC
1923
Riverview Trust Company
Washington
$78.4K
HS
1924
Horan Securities
United States
$76.7K -$2.74K -17 -4%
FFL
1925
Financial Freedom LLC
Ohio
$76.6K