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Name Holding Trade Value Shares
Change 		Change in
Stake
1M
2926
1248 Management
Missouri
$560K – – –
MEG
2927
Millstone Evans Group
Colorado
$559K -$154K -829 -20%
CWA
2928
Clarity Wealth Advisors
California
$559K +$26.1K +140 +4%
OCA
2929
Odyssey Capital Advisors
Pennsylvania
$558K -$27.2K -146 -4%
RGC
2930
Roberts, Glore & Co
Illinois
$558K -$5.58K -30 -0.9%
KFS
2931
Kelly Financial Services
Massachusetts
$557K +$4.84K +26 +0.8%
RPA
2932
Rock Point Advisors
Vermont
$557K -$10.2K -55 -2%
GAM
2933
Gould Asset Management
California
$556K – – –
MFG
2934
Midwest Financial Group
Kansas
$555K +$2.42K +13 +0.4%
KPWM
2935
KDK Private Wealth Management
Texas
$555K -$61.4K -330 -9%
WGAM
2936
Wilkinson Global Asset Management
New York
$555K -$15.8K -85 -2%
SRA
2937
Secured Retirement Advisors
Minnesota
$554K -$1.12M -6,031 -64%
MFG
2938
Mission Financial Group
Nevada
$554K +$622K +3,342 New
PCH
2939
PGIM Custom Harvest
New Jersey
$552K -$52.9K -284 -8%
MF
2940
Montis Financial
Massachusetts
$552K +$130K +696 +26%
SWM
2941
Sandro Wealth Management
New Jersey
$552K +$63.8K +343 +11%
SGWM
2942
Sterling Group Wealth Management
California
$551K +$1.3K +7 +0.2%
BIA
2943
Barry Investment Advisors
Massachusetts
$551K -$77.2K -415 -11%
HH
2944
HWG Holdings
Texas
$550K -$2.94M -15,809 -83%
CIC
2945
Chase Investment Counsel
Virginia
$549K -$156K -836 -20%
WCM
2946
Wedge Capital Management
North Carolina
$547K -$46.9K -252 -7%
GWM
2947
GK Wealth Management
Nevada
$546K -$111K -596 -15%
SL
2948
Salomon & Ludwin
Virginia
$546K -$21K -113 -3%
BWM
2949
Bulltick Wealth Management
Florida
$545K +$612K +3,287 New
ANBOT
2950
American National Bank of Texas
Texas
$542K +$4.84K +26 +0.8%
116 117
118
119 120