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Name Holding Trade Value Shares
Change
Change in
Stake
OW
1426
Olistico Wealth
Oklahoma
$301K
EP
1427
Edgestream Partners
New Jersey
$301K +$309K +1,088 New
AFPL
1428
Advus Financial Partners, LLC
Florida
$299K +$21.9K +77 +8%
BCG
1429
Breakwater Capital Group
New Jersey
$298K -$1.42K -5 -0.5%
HB
1430
HTLF Bank
Colorado
$297K -$34.4K -121 -10%
DTL
1431
Dynamic Technology Lab
Singapore
$297K +$305K +1,075 New
CCG
1432
Cypress Capital Group
Florida
$295K -$42.3K -149 -12%
AWA
1433
Arete Wealth Advisors
Illinois
$295K +$105K +370 +53%
CG
1434
Clarus Group
Texas
$294K
ANBT
1435
American National Bank & Trust
Texas
$293K +$114K +400 +61%
WI
1436
Westbourne Investments
Virginia
$292K +$300K +1,058 New
AWM
1437
Affinity Wealth Management
Delaware
$292K +$852 +3 +0.3%
GWANC
1438
Guardian Wealth Advisors (North Carolina)
North Carolina
$290K +$32.1K +113 +12%
FRA
1439
Front Row Advisors
California
$290K -$852 -3 -0.3%
NEPPG
1440
New England Professional Planning Group
Rhode Island
$289K +$8.23K +29 +3%
PCG
1441
Prosperity Consulting Group
Maryland
$289K +$16.2K +57 +6%
MA
1442
MCF Advisors
Kentucky
$288K
NFC
1443
Northstar Financial Companies
Pennsylvania
$288K +$296K +1,043 New
IA
1444
IMZ Advisory
Florida
$288K
AAS
1445
Ameritas Advisory Services
Nebraska
$288K -$32.1K -113 -10%
V
1446
VeraBank
Texas
$287K
RTC
1447
Real Talk Capital
Tennessee
$286K
AS
1448
Aware Super
Australia
$285K +$293K +1,032 New
GWAM
1449
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K -$24.1K -85 -8%
PL
1450
Parthenon LLC
Kentucky
$284K