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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2051
Scissortail Wealth Management
Oklahoma
$797K +$64.4K +422 +10%
MIM
2052
Morningstar Investment Management
Illinois
$796K +$217K +1,421 +35%
CAM
2053
Cozad Asset Management
Illinois
$795K -$18.5K -121 -2%
SWIM
2054
Smallwood Wealth Investment Management
New Jersey
$795K +$123K +809 +17%
GP
2055
Girard Partners
Pennsylvania
$789K -$177K -1,161 -17%
FH
2056
FWG Holdings
Florida
$789K +$121K +792 +17%
OPTFSNA
2057
Old Point Trust & Financial Services N A
Virginia
$787K -$2.9K -19 -0.3%
AAM
2058
Aureus Asset Management
Massachusetts
$786K +$153 +1 +0%
GWSG
2059
GPS Wealth Strategies Group
Colorado
$786K +$28.4K +186 +4%
RIG
2060
Renaissance Investment Group
Massachusetts
$786K +$355K +2,325 +105%
EW
2061
Evoke Wealth
California
$785K -$60.5K -397 -7%
PWAG
2062
Polaris Wealth Advisory Group
California
$785K +$20.3K +133 +3%
FNBOH
2063
First National Bank of Hutchinson
Kansas
$783K +$61.5K +403 +8%
RGC
2064
Roberts, Glore & Co
Illinois
$782K -$293K -1,920 -26%
SWM
2065
Salvus Wealth Management
New Jersey
$781K +$32.5K +213 +4%
CA
2066
Carson Advisory
Georgia
$781K +$136K +891 +20%
EWM
2067
EPG Wealth Management
Georgia
$779K +$53.2K +349 +7%
HI
2068
Hoey Investments
Pennsylvania
$778K -$87.2K -572 -10%
GWM
2069
Gray Wealth Management
Maine
$777K +$12.2K +80 +2%
DLHL
2070
Donald L. Hagan LLC
Florida
$775K -$8.69K -57 -1%
BCMLT
2071
Beacon Capital Management LLC (Tennessee)
Tennessee
$775K +$2.59K +17 +0.3%
SP
2072
Successful Portfolios
Florida
$774K -$3.81K -25 -0.5%
SOS
2073
Silver Oak Securities
Tennessee
$773K -$228K -1,495 -25%
Larson Financial Group
2074
Larson Financial Group
Missouri
$773K +$44.7K +293 +6%
HWA
2075
Heartwood Wealth Advisors
Virginia
$772K +$115K +754 +16%