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Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
2051
Financial Partners Group (Kansas)
Kansas
$221K -$23.1K -195 -8%
LEA
2052
Legacy Edge Advisors
New York
$220K +$20.1K +170 +9%
IWA
2053
IBEX Wealth Advisors
New Jersey
$220K +$5.21K +44 +2%
WPC
2054
Waters Parkerson & Co
Louisiana
$220K +$11.9K +100 +5%
IPW
2055
Inlet Private Wealth
Florida
$219K – – –
SOAM
2056
SBI Okasan Asset Management
Japan
$219K – – –
FCAS
2057
First Command Advisory Services
Texas
$218K -$11.9K -100 -5%
MO
2058
McMillan Office
Michigan
$218K – – –
SFO
2059
Stenger Family Office
Illinois
$218K +$5.69K +48 +2%
VC
2060
Veracity Capital
Georgia
$218K +$2.61K +22 +1%
ZBNA
2061
Zions Bancorporation, National Association
Utah
$218K +$14.8K +125 +6%
DWAM
2062
Duncan Williams Asset Management
Tennessee
$217K -$12.2K -103 -5%
PC
2063
Purewater Capital
Texas
$217K -$8.3K -70 -3%
BOS
2064
Bank of Stockton
California
$217K -$33.9K -286 -12%
MEAC
2065
M.E. Allison & Co
Texas
$216K -$1.54K -13 -0.6%
MA
2066
MBA Advisors
Pennsylvania
$216K – – –
FDDB
2067
Fidelity D&D Bancorp
Pennsylvania
$215K – – –
SSC
2068
Syverson Strege & Co
Iowa
$215K -$8.3K -70 -3%
HL
2069
HeadInvest LLC
Maine
$215K – – –
ACS
2070
Archford Capital Strategies
Illinois
$215K -$27.7K -234 -10%
AWC
2071
Adamsbrown Wealth Consultants
Kansas
$215K +$20.1K +170 +9%
ONST
2072
Old North State Trust
North Carolina
$214K – – –
CNBTD
2073
Citizens National Bank Trust Department
Mississippi
$213K – – –
BBES
2074
Buffalo Business & Estate Services
New York
$213K – – –
RBWA
2075
RFG - Bristol Wealth Advisors
Massachusetts
$212K +$356 +3 +0.1%