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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
2601
Bruce G. Allen Investments
Colorado
$194K -$17.5K -96 -9%
RG
2602
Retirement Group
California
$192K +$8.94K +49 +5%
LFA
2603
LGT Financial Advisors
Texas
$191K – – –
KC
2604
Knuff & Co
California
$191K +$182K +1,000 New
RDFA
2605
Ritter Daniher Financial Advisory
Ohio
$187K – – –
LWA
2606
Lowe Wealth Advisors
Maryland
$187K – – –
GKIM
2607
GW&K Investment Management
Massachusetts
$184K +$35.6K +195 +25%
LTI
2608
Laffer Tengler Investments
Tennessee
$183K +$2.37K +13 +1%
CTWM
2609
Cherry Tree Wealth Management
Minnesota
$181K +$17.7K +97 +11%
NCM
2610
Northwest Capital Management
Oregon
$181K -$51.3K -281 -23%
SHIM
2611
Stone House Investment Management
Pennsylvania
$180K +$127K +696 +282%
FFL
2612
Financial Freedom LLC
Ohio
$180K +$1.46K +8 +0.9%
IWA
2613
Icon Wealth Advisors
Texas
$179K -$439K -2,407 -72%
TLA
2614
Tanglewood Legacy Advisors
Texas
$178K – – –
AT
2615
Arlington Trust
Alabama
$175K -$23.2K -127 -12%
SFA
2616
Semmax Financial Advisors
North Carolina
$172K +$182 +1 +0.1%
BL
2617
BFSG LLC
California
$168K – – –
PCWA
2618
Pacific Capital Wealth Advisors
California
$168K +$2.19K +12 +1%
CPA
2619
Clear Point Advisors
New York
$167K – – –
FFWA
2620
FRG Family Wealth Advisors
Washington
$163K +$178K +978 New
EPW
2621
Evergreen Private Wealth
Colorado
$159K – – –
CWM
2622
Compass Wealth Management
Connecticut
$158K – – –
KA
2623
Kozak & Associates
Colorado
$158K -$2.01K -11 -1%
BG
2624
Bollard Group
Massachusetts
$153K – – –
MCM
2625
MidAtlantic Capital Management
Virginia
$146K – – –