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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Seed Wealth Management
Illinois
$242K
HIC
827
Holderness Investments Company
North Carolina
$241K +$33.4K +700 +16%
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$239K
SSWM
829
Strait & Sound Wealth Management
California
$239K
AWA
830
Acorn Wealth Advisors
Michigan
$236K +$11.6K +243 +5%
DI
831
DFPG Investments
Utah
$236K +$240K +5,022 New
FB
832
Fulton Bank
Pennsylvania
$236K -$98.8K -2,071 -29%
FWTB
833
First Western Trust Bank
Colorado
$236K +$239K +5,015 New
HFAS
834
Hummer Financial Advisory Services
Illinois
$235K +$238K +4,996 New
GKWIM
835
Gerber Kawasaki Wealth & Investment Management
California
$234K -$10.2K -213 -4%
CA
836
Calton & Associates
Florida
$233K +$236K +4,955 New
CS
837
Comerica Securities
Michigan
$233K -$29.2K -613 -11%
CAG
838
Csenge Advisory Group
Florida
$229K -$20.5K -429 -8%
TPW
839
Transatlantique Private Wealth
New York
$228K -$1.91K -40 -0.8%
ACG
840
Allen Capital Group
Nebraska
$228K -$7.16K -150 -3%
UM
841
UniSuper Management
Australia
$226K +$229K +4,800 New
OCG
842
Opus Capital Group
Ohio
$225K +$9.35K +196 +4%
JAG
843
Journey Advisory Group
Kentucky
$225K +$21.5K +450 +10%
EFG
844
Everhart Financial Group
Ohio
$221K +$18.1K +380 +9%
LC
845
Lindbrook Capital
California
$221K -$7.35K -154 -3%
GRP
846
Global Retirement Partners
California
$221K -$9.92K -208 -4%
PWPS
847
Pinnacle Wealth Planning Services
Ohio
$220K
MIM
848
Morningstar Investment Management
Illinois
$219K +$223K +4,668 New
AW
849
Atlas Wealth
Ohio
$218K
BOSSRA
850
B.O.S.S. Retirement Advisors
Utah
$216K +$219K +4,598 New