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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
2951
FOCUS Wealth Advisors
Texas
$292K +$109K +356 +56%
HC
2952
Hoese & Co
Minnesota
$292K – – –
CSWM
2953
Cassady Schiller Wealth Management
Ohio
$291K -$613 -2 -0.2%
RA
2954
Ruggaard & Associates
Ohio
$291K +$303K +987 New
NC
2955
NinePointTwo Capital
California
$291K -$10.7K -35 -3%
NEWAS
2956
N.E.W. Advisory Services
Wisconsin
$291K +$4.29K +14 +1%
EHAM
2957
Eagle Harbor Asset Management
Washington
$290K – – –
HAG
2958
HF Advisory Group
Maryland
$290K +$31.3K +102 +12%
JFG
2959
JMG Financial Group
Illinois
$288K -$1.23K -4 -0.4%
SCM
2960
Seascape Capital Management
New Hampshire
$288K +$2.45K +8 +0.8%
KPWG
2961
KFA Private Wealth Group
Virginia
$288K +$2.76K +9 +0.9%
DWA
2962
Delap Wealth Advisory
Oregon
$286K -$97.5K -318 -25%
RCM
2963
Regency Capital Management
Hawaii
$286K -$1.06M -3,452 -78%
CPW
2964
Crestmont Private Wealth
Texas
$285K +$42K +137 +17%
RTC
2965
Riverview Trust Company
Washington
$285K -$170K -555 -36%
IWA
2966
Inspirion Wealth Advisors
Illinois
$285K +$35.3K +115 +14%
SA
2967
Scarborough Advisors
Maryland
$285K +$48.4K +158 +20%
MFS
2968
Mirabella Financial Services
United Kingdom
$283K +$294K +960 New
POIA
2969
Pin Oak Investment Advisors
Texas
$283K +$46K +150 +19%
FRA
2970
Front Row Advisors
California
$282K -$119K -387 -29%
UWPG
2971
Ullmann Wealth Partners Group
Florida
$281K +$3.99K +13 +1%
CF
2972
Convergence Financial
Missouri
$281K -$7.36K -24 -2%
ETIA
2973
Epic Trust Investment Advisors
Washington
$281K +$292K +952 New
LS
2974
Leelyn Smith
Illinois
$281K -$12.6K -41 -4%
KBFS
2975
Kohmann Bosshard Financial Services
Ohio
$281K +$31.9K +104 +12%