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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1926
Riversedge Advisors
Delaware
$415K -$6.45K -16 -2%
TH
1927
TCTC Holdings
Texas
$414K +$44K +109 +13%
PAA
1928
Peregrine Asset Advisers
Oregon
$413K -$996K -2,470 -72%
CFG
1929
Copley Financial Group
California
$412K -$166K -411 -30%
LWM
1930
Lakeridge Wealth Management
Ohio
$412K +$5.24K +13 +1%
LC
1931
Landaas & Company
Wisconsin
$412K – – –
JCM
1932
Jacobsen Capital Management
Utah
$412K +$7.26K +18 +2%
OFW
1933
Omnia Family Wealth
Florida
$411K – – –
RWM
1934
RMG Wealth Management
Wisconsin
$410K -$3.23K -8 -0.9%
SA
1935
Sacks & Associates
New Jersey
$409K – – –
ICP
1936
Impact Capital Partners
Colorado
$408K -$4.84K -12 -1%
CPW
1937
Cove Private Wealth
New York
$407K – – –
NAS
1938
NWF Advisory Services
California
$407K – – –
ACC
1939
Acorn Creek Capital
Colorado
$406K -$10.5K -26 -3%
WCCM
1940
Willow Creek Capital Management
Montana
$406K +$384K +952 New
SAM
1941
Secure Asset Management
Michigan
$405K +$384K +951 New
HC
1942
Headland Capital
South Carolina
$405K +$4.03K +10 +1%
PFT
1943
Providence First Trust
Arizona
$405K +$384K +951 New
PS
1944
Portfolio Strategies
New York
$405K – – –
RW
1945
Rede Wealth
Virginia
$405K – – –
TDC
1946
Thompson Davis & Co
Virginia
$405K – – –
SWMG
1947
Sanchez Wealth Management Group
Florida
$404K +$807 +2 +0.2%
SL
1948
Sentinus LLC
Illinois
$404K -$203K -503 -35%
GFWA
1949
Grey Fox Wealth Advisors
Delaware
$404K +$382K +948 New
BWM
1950
BKM Wealth Management
Wisconsin
$401K – – –