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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2076
Crescent Grove Advisors
Illinois
$332K +$346K +1,292 New
KOC
2077
Koss-Olinger Consulting
Florida
$332K -$873K -3,263 -72%
SCM
2078
Schnieders Capital Management
California
$331K -$40.1K -150 -10%
FPGK
2079
Financial Partners Group (Kansas)
Kansas
$331K +$2.68K +10 +0.8%
FAT
2080
First American Trust
California
$330K +$26.5K +99 +8%
SAG
2081
Spotlight Asset Group
Illinois
$330K +$26.8K +100 +8%
HIIFS
2082
Harel Insurance Investments & Financial Services
Israel
$329K -$953K -3,561 -73%
MW
2083
MBL Wealth
North Carolina
$329K -$1.34K -5 -0.4%
LCWP
2084
Legacy Capital Wealth Partners
Arkansas
$327K +$340K +1,272 New
WDG
2085
Wealth Dimensions Group
Ohio
$327K +$4.55K +17 +1%
PAG
2086
Powers Advisory Group
Illinois
$327K -$8.56K -32 -2%
GI
2087
GLOBALT Investments
Georgia
$327K -$268 -1 -0.1%
SWM
2088
Scissortail Wealth Management
Oklahoma
$326K +$83K +310 +32%
OWM
2089
Opes Wealth Management
California
$326K -$9.9K -37 -3%
SCM
2090
Sitrin Capital Management
California
$325K – – –
AWA
2091
Adapt Wealth Advisors
Georgia
$325K +$87K +325 +35%
FAG
2092
Fortitude Advisory Group
Washington
$324K -$546K -2,042 -62%
FOA
2093
Five Oceans Advisors
California
$324K +$17.4K +65 +5%
JCFM
2094
JBR Co Financial Management
Oklahoma
$322K +$4.01K +15 +1%
SFG
2095
Sovereign Financial Group
Connecticut
$322K +$27.8K +104 +9%
Vanguard Capital Wealth Advisors
2096
Vanguard Capital Wealth Advisors
Colorado
$322K +$335K +1,251 New
ASBI
2097
American State Bank (Iowa)
Iowa
$321K +$535 +2 +0.2%
GFA
2098
Gallagher Fiduciary Advisors
Illinois
$321K +$16.9K +63 +5%
PCS
2099
Private Client Services
Kentucky
$320K +$333K +1,246 New
JCM
2100
Janney Capital Management
Pennsylvania
$320K -$341K -1,273 -51%