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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
3176
Kendall Capital Management
Maryland
$326K -$774 -5 -0.2%
ACM
3177
Avalon Capital Management
California
$326K – – –
BW
3178
Blalock Williams
Alabama
$326K +$63K +407 +24%
LFGO
3179
Legacy Financial Group (Oklahoma)
Oklahoma
$326K -$155 -1 -0%
BWA
3180
BlueChip Wealth Advisors
Georgia
$325K +$21.4K +138 +7%
STA
3181
Smith Thornton Advisors
Alabama
$324K -$3.25K -21 -1%
CRI
3182
Colonial River Investments
Virginia
$324K -$20.9K -135 -6%
CBOR
3183
Community Bank of Raymore
Missouri
$324K – – –
KNFPWM
3184
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$324K -$310 -2 -0.1%
JBA
3185
Johnson Bixby & Associates
Washington
$323K – – –
JJBC
3186
James J. Burns & Company
New York
$323K -$9.14K -59 -3%
BWG
3187
Balanced Wealth Group
Ohio
$323K – – –
PIMG
3188
Patriot Investment Management Group
Tennessee
$322K – – –
GCA
3189
Gallagher Capital Advisors
Texas
$322K +$291K +1,876 New
WA
3190
Wealthstream Advisors
New York
$321K +$51.4K +332 +19%
HWM
3191
HFG Wealth Management
Texas
$321K +$81.2K +524 +34%
RPCA
3192
Running Point Capital Advisors
California
$320K +$3.41K +22 +1%
Vanguard Capital Wealth Advisors
3193
Vanguard Capital Wealth Advisors
Colorado
$320K -$55.8K -360 -15%
LRWA
3194
Long Run Wealth Advisors
New York
$319K +$17K +110 +6%
OCPWS
3195
One Charles Private Wealth Services
Massachusetts
$319K +$43.5K +281 +16%
CGH
3196
CMG Global Holdings
Texas
$319K -$619 -4 -0.2%
RAG
3197
RIA Advisory Group
Iowa
$319K -$21.8K -141 -6%
Loomis, Sayles & Company
3198
Loomis, Sayles & Company
Massachusetts
$319K -$61.3K -396 -16%
MF
3199
Manchester Financial
California
$318K -$15.3K -99 -5%
CAL
3200
Capital Advisors Ltd
Ohio
$318K +$36.4K +235 +13%