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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
2051
Gen-Wealth Partners
Michigan
$227K – – –
MWA
2052
Midland Wealth Advisors
Illinois
$227K -$141K -389 -39%
WAG
2053
Winthrop Advisory Group
Massachusetts
$227K +$220K +606 New
GAA
2054
Global Assets Advisory
Florida
$226K – – –
ONST
2055
Old North State Trust
North Carolina
$226K – – –
SP
2056
Sequent Planning
Nebraska
$226K -$17.8K -49 -8%
SWG
2057
Summit Wealth Group
Vermont
$226K – – –
CCA
2058
Cora Capital Advisors
New Jersey
$225K +$219K +602 New
KOMWMG
2059
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K +$2.91K +8 +1%
RB
2060
Renasant Bank
Mississippi
$225K -$182K -500 -45%
FFC
2061
Frederick Financial Consultants
Maryland
$225K +$8K +22 +4%
FZCM
2062
Flynn Zito Capital Management
New York
$225K – – –
MWM
2063
Mattern Wealth Management
Kansas
$225K – – –
PPW
2064
Pasadena Private Wealth
California
$225K – – –
RIG
2065
Renaissance Investment Group
Massachusetts
$225K – – –
RFA
2066
Reyes Financial Architecture
California
$225K – – –
UPS
2067
UHLMANN PRICE SECURITIES
Illinois
$225K – – –
Vanguard Capital Wealth Advisors
2068
Vanguard Capital Wealth Advisors
Colorado
$225K – – –
FIB
2069
First Interstate Bank
Montana
$225K +$218K +600 New
SA
2070
SoundView Advisors
Washington
$224K – – –
TAM
2071
Townsend Asset Management
North Carolina
$224K – – –
WW
2072
Westshore Wealth
California
$224K – – –
PAA
2073
Peregrine Asset Advisers
Oregon
$223K – – –
DCBT
2074
Dakota Community Bank & Trust
North Dakota
$222K +$12.7K +35 +6%
WBC
2075
Westpac Banking Corp
Australia
$222K -$55.3K -152 -20%