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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
3051
Capital Market Strategies
Florida
$330K -$12.3K -87 -4%
O3W
3052
Omni 360 Wealth
New Jersey
$329K -$141 -1 -0%
CFGA
3053
Cambridge Financial Group (Arizona)
Arizona
$329K -$163K -1,159 -34%
CGH
3054
CMG Global Holdings
Texas
$328K -$23K -163 -7%
CCG
3055
Capital CS Group
California
$328K +$323K +2,293 New
MPIA
3056
Mountain Pacific Investment Advisers
Idaho
$328K -$42.4K -301 -12%
TCM
3057
Tradewinds Capital Management
Washington
$328K – – –
BWM
3058
BlackDiamond Wealth Management
New York
$328K +$90.2K +640 +40%
GPW
3059
Gentry Private Wealth
Kansas
$327K +$13.4K +95 +4%
BOSSRA
3060
B.O.S.S. Retirement Advisors
Utah
$326K -$67.4K -478 -17%
LWM
3061
LeConte Wealth Management
Tennessee
$326K +$74.2K +526 +30%
WH
3062
Willner & Heller
California
$325K +$14.8K +105 +5%
SC
3063
Solstein Capital
California
$325K +$9.87K +70 +3%
SAM
3064
Sequent Asset Management
Texas
$325K – – –
IA
3065
Inspire Advisors
Idaho
$324K +$20.9K +148 +7%
NA
3066
Nautilus Advisors
California
$324K -$28.9K -205 -8%
RPGNY
3067
Retirement Planning Group (New York)
New York
$324K +$58.6K +416 +23%
CFGSD
3068
Compass Financial Group (South Dakota)
South Dakota
$323K +$1.69K +12 +0.5%
BF
3069
Brucke Financial
Indiana
$323K -$3.52K -25 -1%
PA
3070
Planning Alternatives
Michigan
$322K -$112K -797 -26%
EL
3071
Essex LLC
Illinois
$321K +$423 +3 +0.1%
NEWAS
3072
N.E.W. Advisory Services
Wisconsin
$321K -$21.7K -154 -6%
FA
3073
Financial Advisors
Massachusetts
$321K +$141 +1 +0%
RFS
3074
Richardson Financial Services
Massachusetts
$320K -$16.2K -115 -5%
WKSWA
3075
White Knight Strategic Wealth Advisors
New Jersey
$319K +$9.16K +65 +3%