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Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1901
First Heartland Consultants
Missouri
$332K -$8.26K -237 -2%
OC
1902
Oarsman Capital
Wisconsin
$332K +$5.99K +172 +2%
CST
1903
Charles Schwab Trust
Nevada
$331K -$111K -3,193 -26%
CWM
1904
Chesapeake Wealth Management
Virginia
$330K -$3.45K -99 -1%
IWN
1905
Independent Wealth Network
Iowa
$330K -$2.96K -85 -0.9%
MF
1906
Montis Financial
Massachusetts
$329K +$323K +9,266 New
GFPC
1907
Global Financial Private Client
Florida
$329K +$871 +25 +0.3%
LCM
1908
LCM Capital Management
Illinois
$328K +$4.25K +122 +1%
CAM
1909
Concorde Asset Management
Michigan
$326K -$58K -1,665 -15%
D
1910
Dentgroup
Louisiana
$326K +$557 +16 +0.2%
FMN
1911
Financial Management Network
California
$326K +$348 +10 +0.1%
IIM
1912
Ironwood Investment Management
Massachusetts
$325K
FNC
1913
First National Corp
Massachusetts
$324K -$12.4K -356 -4%
CS
1914
Cannell & Spears
New York
$324K -$71.4K -2,050 -18%
AFG
1915
Atomi Financial Group
New York
$324K +$35.4K +1,016 +13%
SAM
1916
Silphium Asset Management
United Kingdom
$324K
HFAS
1917
Hummer Financial Advisory Services
Illinois
$324K
SFG
1918
Sovereign Financial Group
Connecticut
$323K -$60.7K -1,742 -16%
JCIA
1919
Jackson Creek Investment Advisors
Colorado
$323K +$317K +9,091 New
CA
1920
Cornerstone Advisory
Maryland
$322K +$5.09K +146 +2%
HPIA
1921
Hamilton Point Investment Advisors
North Carolina
$322K -$56.8K -1,631 -15%
APW
1922
Austin Private Wealth
Texas
$322K +$147K +4,232 +88%
TGAM
1923
TBH Global Asset Management
Tennessee
$322K -$3.48K -100 -1%
PGWM
1924
Parisi Gray Wealth Management
New Jersey
$322K -$41.6K -1,194 -12%
JE
1925
JMAC Enterprises
Pennsylvania
$321K -$23.4K -671 -7%