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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2801
Westmount Partners
California
$335K +$8.11K +119 +3%
SP
2802
Successful Portfolios
Florida
$334K -$63.1K -925 -16%
LA
2803
Legacy Advisors
Pennsylvania
$333K +$332K +4,872 New
PAG
2804
Powers Advisory Group
Illinois
$332K -$20.7K -303 -6%
JTWM
2805
Jackson Thornton Wealth Management
Alabama
$332K +$99.7K +1,463 +45%
GG
2806
Greenwood Gearhart
Arkansas
$332K -$34.1K -500 -9%
GL
2807
Gerber LLC
Ohio
$332K -$317K -4,653 -49%
ACM
2808
AUA Capital Management
Pennsylvania
$329K – – –
LFG
2809
Lockerman Financial Group
California
$329K +$327K +4,802 New
CFGW
2810
Chancellor Financial Group WB
Pennsylvania
$329K +$136 +2 +0%
BC
2811
Brio Consultants
California
$327K -$15.2K -223 -4%
LAM
2812
Lifestyle Asset Management
Texas
$327K +$75.4K +1,106 +30%
KLCM
2813
KG&L Capital Management
Louisiana
$327K +$2.04K +30 +0.6%
ACP
2814
Argyle Capital Partners
California
$327K +$60.2K +883 +23%
PPA
2815
Pacific Point Advisors
California
$326K +$34.4K +504 +12%
RK
2816
Rather & Kittrell
Tennessee
$326K +$32.9K +482 +11%
CA
2817
Crumly & Associates
Illinois
$326K -$33.8K -496 -9%
CF
2818
Convergence Financial
Missouri
$326K -$30.5K -447 -9%
ACM
2819
Argent Capital Management
Missouri
$325K – – –
MWM
2820
Marietta Wealth Management
Georgia
$324K – – –
FNWM
2821
Financial Network Wealth Management
Utah
$324K +$307K +4,505 New
LIA
2822
Lynx Investment Advisory
District of Columbia
$323K +$1.02K +15 +0.3%
GI
2823
GLOBALT Investments
Georgia
$323K – – –
SIC
2824
Sigma Investment Counselors
Michigan
$322K -$1.77K -26 -0.5%
RC
2825
Rovin Capital
Arizona
$322K -$39.8K -584 -11%