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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1001
LWM Advisory Services
Florida
$366K +$343K +1,780 New
BFG
1002
Berger Financial Group
Minnesota
$364K +$69.7K +361 +26%
WA
1003
Wambolt & Associates
Colorado
$361K – – –
BWP
1004
BSW Wealth Partners
Colorado
$358K +$336K +1,741 New
MWA
1005
Midland Wealth Advisors
Illinois
$356K – – –
RB
1006
Renasant Bank
Mississippi
$355K +$39.6K +205 +13%
SAM
1007
Secure Asset Management
Michigan
$355K -$23K -119 -6%
FM
1008
Family Management
New York
$355K +$3.67K +19 +1%
OFA
1009
Oak Family Advisors
Illinois
$354K – – –
WHCI
1010
W.H. Cornerstone Investments
Massachusetts
$354K +$579 +3 +0.2%
Empower Advisory Group
1011
Empower Advisory Group
Colorado
$353K -$2.32K -12 -0.7%
LFG
1012
Lockerman Financial Group
California
$350K -$7.33K -38 -2%
GWAM
1013
Guardian Wealth Advisors (Minnesota)
Minnesota
$348K -$579 -3 -0.2%
CA
1014
CoreCap Advisors
Michigan
$347K +$325K +1,685 New
OWA
1015
Octavia Wealth Advisors
Ohio
$345K -$15.2K -79 -4%
SGCA
1016
Steel Grove Capital Advisors
Tennessee
$344K – – –
USCWA
1017
U.S. Capital Wealth Advisors
Texas
$343K +$322K +1,668 New
AA
1018
Advisory Alpha
Michigan
$343K +$47.9K +248 +18%
RT
1019
Rockland Trust
Massachusetts
$341K -$4.8M -24,850 -94%
1SB
1020
1ST Source Bank
Indiana
$340K – – –
SAM
1021
S.A. Mason
Michigan
$339K – – –
HBT
1022
Heartland Bank & Trust
Illinois
$337K -$12.7K -66 -4%
OP
1023
ORG Partners
Indiana
$332K -$745K -3,863 -71%
CAS
1024
Coppell Advisory Solutions
Texas
$330K -$16K -83 -5%
ABLA
1025
Alan B. Lancz & Associates
Ohio
$329K – – –