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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2051
SHP Wealth Management
Massachusetts
$107K +$103K +1,138 New
M
2052
MOTCO
Texas
$104K
FPB
2053
First PREMIER Bank
South Dakota
$104K
EW
2054
Elyxium Wealth
California
$104K +$100K +1,109 New
MAFA
2055
MJT & Associates Financial Advisory
Minnesota
$102K +$271 +3 +0.3%
SOAM
2056
SBI Okasan Asset Management
Japan
$102K +$99.5K +1,100 New
SIC
2057
SJS Investment Consulting
Ohio
$101K +$18.4K +203 +23%
OP
2058
ORG Partners
Indiana
$101K +$3.62K +40 +4%
CA
2059
Crewe Advisors
Utah
$99.2K +$2.62K +29 +3%
AG
2060
AmeriFlex Group
Nevada
$98.4K -$88.2K -975 -48%
WTA
2061
Washington Trust Advisors
Massachusetts
$97.6K +$7.33K +81 +8%
ACA
2062
American Capital Advisory
Idaho
$94.7K +$1.08K +12 +1%
SCM
2063
Silvant Capital Management
Georgia
$93.5K
SFG
2064
Strive Financial Group
Indiana
$93.1K +$90K +995 New
CPG
2065
Cornerstone Planning Group
New Jersey
$93.1K -$61.3K -678 -42%
OWP
2066
ORG Wealth Partners
Texas
$92.5K -$125K -1,382 -58%
VWA
2067
VSM Wealth Advisory
Maryland
$91.9K +$90 +1 +0.1%
PW
2068
Pandora Wealth
Illinois
$91.6K
CTC
2069
Cetera Trust Company
Minnesota
$91.3K
GIA
2070
GHP Investment Advisors
Colorado
$91K -$3.98K -44 -4%
GG
2071
Gleason Group
Kentucky
$90.8K +$814 +9 +0.9%
FGAM
2072
Financial Gravity Asset Management
Texas
$89.8K -$2.71K -30 -3%
WOSD
2073
WFA of San Diego
California
$89.4K
OA
2074
Operose Advisors
Wisconsin
$88.6K
CTA
2075
Colonial Trust Advisors
South Carolina
$88.5K