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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1901
GM Advisory Group
New York
$228K +$230K +1,967 New
FAM
1902
Formidable Asset Management
Ohio
$228K
CFCI
1903
Comprehensive Financial Consultants Institutional
Indiana
$228K -$3.04K -26 -1%
MLA
1904
My Legacy Advisors
Oregon
$228K -$22.3K -191 -9%
EWA
1905
Etesian Wealth Advisors
Oregon
$228K +$3.51K +30 +2%
SCP
1906
Sivia Capital Partners
California
$227K +$228K +1,953 New
SFG
1907
StrategIQ Financial Group
Indiana
$225K +$936 +8 +0.4%
BWM
1908
BigSur Wealth Management
Florida
$225K
GJIA
1909
Glass Jacobson Investment Advisors
Maryland
$225K +$12.3K +105 +6%
ACC
1910
Acorn Creek Capital
Colorado
$225K +$227K +1,937 New
FIBT
1911
First International Bank & Trust
North Dakota
$224K -$156K -1,332 -41%
LSA
1912
Lion Street Advisors
Texas
$224K +$2.11K +18 +0.9%
PCM
1913
Prelude Capital Management
New York
$224K -$69.5K -594 -24%
Kayne Anderson Rudnick Investment Management
1914
Kayne Anderson Rudnick Investment Management
California
$223K +$31K +265 +16%
PI
1915
PFG Investments
New York
$223K -$2.69K -23 -1%
CAGAS
1916
Capital Advisory Group Advisory Services
Minnesota
$222K +$224K +1,912 New
NFA
1917
Northern Financial Advisors
Michigan
$222K +$6.08K +52 +3%
SFP
1918
Strategic Financial Partners
Oregon
$221K +$13.1K +112 +6%
HGWM
1919
Horst & Graben Wealth Management
Oregon
$221K -$178K -1,524 -44%
AWAG
1920
ARS Wealth Advisors Group
Florida
$221K -$62.6K -535 -22%
HA
1921
Herold Advisors
New York
$221K -$29.4K -251 -12%
SCM
1922
Schnieders Capital Management
California
$221K
SHWM
1923
Smith & Howard Wealth Management
Georgia
$220K
PL
1924
Parthenon LLC
Kentucky
$220K
OCBCO
1925
Oversea-Chinese Banking Corp (OCBC)
Singapore
$220K -$584K -4,989 -73%