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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2276
Cottonwood Capital Advisors
Utah
$785K +$68.5K +453 +9%
LWM
2277
LongView Wealth Management
Georgia
$785K +$815K +5,389 New
OWA
2278
Octavia Wealth Advisors
Ohio
$784K +$10.3K +68 +1%
OCG
2279
Opus Capital Group
Ohio
$783K -$4.54K -30 -0.6%
WBC
2280
West Branch Capital
Massachusetts
$783K +$75.2K +497 +10%
TWP
2281
Total Wealth Planning
Ohio
$782K -$15.1K -100 -2%
BB
2282
Bell Bank
North Dakota
$781K +$36.1K +239 +5%
TWD
2283
True Wealth Design
Ohio
$781K +$11.8K +78 +2%
LFM
2284
LGT Fund Management
Liechtenstein
$781K
VSQM
2285
V-Square Quantitative Management
Illinois
$780K -$17.1K -113 -2%
F4L
2286
Fortune 45 LLC
Louisiana
$780K -$11.5K -76 -1%
HA
2287
HC Advisors
Georgia
$778K +$17.8K +118 +2%
GWAM
2288
Guardian Wealth Advisors (Minnesota)
Minnesota
$777K +$29.5K +195 +4%
BIG
2289
Brooklyn Investment Group
New York
$777K +$788K +5,207 New
KCM
2290
KRS Capital Management
Michigan
$773K +$155K +1,023 +25%
ICM
2291
Islay Capital Management
Texas
$771K +$782K +5,171 New
AP
2292
Atwood & Palmer
Missouri
$770K +$75.6K +500 +11%
ACP
2293
Aviance Capital Partners
Florida
$770K +$43.7K +289 +6%
BWM
2294
BCS Wealth Management
Tennessee
$767K -$6.66K -44 -0.8%
JGIA
2295
Jackson Grant Investment Advisers
Connecticut
$767K +$4.54K +30 +0.6%
CSI
2296
Cross Staff Investments
New York
$767K -$6.96K -46 -0.9%
BIA
2297
Benchmark Investment Advisors
Illinois
$766K -$57.9K -383 -7%
PCMC
2298
Paragon Capital Management (Colorado)
Colorado
$766K -$59.6K -394 -7%
BT
2299
Brandywine Trust
Delaware
$765K
PA
2300
Perennial Advisors
New York
$765K -$5.9K -39 -0.8%