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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3151
Disciplined Investments
Oklahoma
$214K -$1.18K -4 -0.6%
PW
3152
Peninsula Wealth
California
$214K +$203K +688 New
TWM
3153
Tanager Wealth Management
United Kingdom
$214K +$203K +688 New
LA
3154
Lane & Associates
New Jersey
$214K +$203K +687 New
MWA
3155
Motive Wealth Advisors
Michigan
$213K +$203K +686 New
GS
3156
GTS Securities
Florida
$213K +$203K +686 New
LFGO
3157
Legacy Financial Group (Oklahoma)
Oklahoma
$213K +$203K +686 New
KFA
3158
Kelleher Financial Advisors
New York
$212K – – –
FA
3159
Fountainhead AM
New Jersey
$211K -$20.4K -69 -9%
CWM
3160
Chicago Wealth Management
Illinois
$211K – – –
RJTCONH
3161
Raymond James Trust Company of New Hampshire
New Hampshire
$209K -$35.2K -119 -15%
HWM
3162
Horizon Wealth Management
Illinois
$209K -$31.3K -106 -14%
VIA
3163
Virtus Investment Advisers
Connecticut
$208K – – –
WAM
3164
Worth Asset Management
Texas
$207K -$886 -3 -0.4%
BCA
3165
Bray Capital Advisors
Florida
$207K -$10.3K -35 -5%
MAG
3166
Mayfair Advisory Group
Alabama
$207K +$201K +682 New
HCM
3167
Howard Capital Management
Georgia
$207K +$196K +665 New
FCIM
3168
Fairview Capital Investment Management
California
$206K +$196K +664 New
HSG
3169
Helen Stephens Group
Texas
$206K +$196K +662 New
VW
3170
Vance Wealth
California
$205K +$195K +661 New
APIM
3171
Agate Pass Investment Management
Washington
$205K +$195K +660 New
HCM
3172
Hilton Capital Management
New York
$205K +$7.38K +25 +4%
NFP
3173
Narus Financial Partners
Utah
$205K +$195K +660 New
GC
3174
Guidance Capital
Kentucky
$203K +$181K +614 New
ARG
3175
Advisory Resource Group
Oklahoma
$203K -$22.2K -75 -10%
125 126
127
128 129