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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
2751
Wealth Enhancement Advisory Services
Minnesota
$260K -$2.15M -13,015 -88%
VFP
2752
Verus Financial Partners
Virginia
$259K -$70.3K -425 -19%
PWA
2753
Phoenix Wealth Advisors
North Carolina
$259K -$25.3K -153 -8%
KBFS
2754
Kohmann Bosshard Financial Services
Ohio
$259K +$59.3K +359 +25%
AL
2755
ACAS LLC
California
$258K +$16.7K +101 +7%
CWM
2756
Collaborative Wealth Management
Florida
$258K +$295K +1,783 New
CIC
2757
Cornercap Investment Counsel
Georgia
$257K -$46.8K -283 -14%
DGI
2758
Disciplined Growth Investors
Minnesota
$257K -$28.9K -175 -9%
BCIM
2759
Bishop & Co Investment Management
Pennsylvania
$257K +$14.9K +90 +5%
FOA
2760
Five Oceans Advisors
California
$256K
CJFS
2761
Coulter & Justus Financial Services
Tennessee
$256K +$292K +1,767 New
TCBWMS
2762
Texas Capital Bank Wealth Management Services
Texas
$254K -$268K -1,624 -48%
MWP
2763
Meridian Wealth Partners
Pennsylvania
$254K +$289K +1,751 New
KWS
2764
Keystone Wealth Services
California
$253K +$827 +5 +0.3%
FRM
2765
Fox Run Management
Connecticut
$253K +$289K +1,746 New
TWP
2766
Transparent Wealth Partners
Arkansas
$253K +$289K +1,750 New
OR
2767
Olympiad Research
Connecticut
$252K +$288K +1,740 New
HCMG
2768
Howard Capital Management Group
California
$251K
SIA
2769
Strategic Investment Advisors
Michigan
$251K +$286K +1,732 New
SFS
2770
Summit Financial Strategies
Ohio
$250K
MCM
2771
MV Capital Management
Maryland
$250K +$7.77K +47 +3%
BMCM
2772
Burns Matteson Capital Management
New York
$250K
KCM
2773
Kendall Capital Management
Maryland
$249K
IRC
2774
Investors Research Corp
Georgia
$249K +$827 +5 +0.3%
ACA
2775
Atlas Capital Advisors
Wyoming
$248K