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Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
2201
Kavar Capital Partners Group
Kansas
$795K +$80.2K +500 +11%
GWAM
2202
Guardian Wealth Advisors (Minnesota)
Minnesota
$794K +$12K +75 +2%
W
2203
WorthPointe
California
$794K -$123K -767 -13%
WI
2204
Wedgewood Investors
Pennsylvania
$794K – – –
AWA
2205
Aletheian Wealth Advisors
Washington
$792K +$605K +3,773 +300%
SIA
2206
SkyView Investment Advisors
New Jersey
$789K +$7.21K +45 +0.9%
RPWA
2207
Regent Peak Wealth Advisors
Georgia
$789K +$1.44K +9 +0.2%
ACM
2208
Alta Capital Management
Utah
$788K +$3.05K +19 +0.4%
LFM
2209
Lumina Fund Management
New York
$787K – – –
AAI
2210
American Assets Inc
California
$787K – – –
Larson Financial Group
2211
Larson Financial Group
Missouri
$786K -$106K -664 -12%
AW
2212
Avion Wealth
Texas
$784K +$4.81K +30 +0.6%
CA
2213
Claar Advisors
New York
$779K +$24K +150 +3%
OFG
2214
Oxford Financial Group
Indiana
$778K +$154K +963 +24%
SC
2215
Steph & Co
Wisconsin
$778K +$321 +2 +0%
MAG
2216
MRA Advisory Group
New Jersey
$778K +$18.6K +116 +2%
LAM
2217
L2 Asset Management
Massachusetts
$777K +$43.3K +270 +6%
TNAM
2218
Terra Nova Asset Management
New York
$776K -$475K -2,962 -38%
LWP
2219
Lumature Wealth Partners
Georgia
$775K +$18.9K +118 +2%
PPG
2220
Peak Planning Group
Colorado
$774K -$641 -4 -0.1%
FNA
2221
First National Advisers
Nebraska
$772K +$195K +1,218 +33%
OF
2222
Outfitter Financial
Maine
$771K – – –
JSC
2223
Jackson Square Capital
California
$766K +$780K +4,865 New
MWM
2224
Moulton Wealth Management
Washington
$763K – – –
MCM
2225
Mendel Capital Management
Arkansas
$762K +$11.9K +74 +2%