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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1651
TRUE Private Wealth Advisors
Oregon
$345K +$26.9K +57 +9%
GJWM
1652
Gilliland Jeter Wealth Management
Arkansas
$344K – – –
FWP
1653
FAS Wealth Partners
Kansas
$343K +$472 +1 +0.1%
TGY2IT
1654
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$343K +$326K +692 New
CFP
1655
Cascade Financial Partners
California
$341K – – –
DFG
1656
Dynamic Financial Group
Iowa
$341K – – –
OA
1657
Oasis Advisors
Iowa
$341K +$325K +688 New
Members Trust
1658
Members Trust
Florida
$341K +$6.13K +13 +2%
One Capital Management
1659
One Capital Management
California
$340K +$31.1K +66 +11%
GRR
1660
Golden Reserve Retirement
Ohio
$340K +$323K +685 New
APA
1661
Astoria Portfolio Advisors
New York
$338K -$36.3K -77 -10%
RFN
1662
RDA Financial Network
Iowa
$338K +$472 +1 +0.1%
Kestra Investment Management
1663
Kestra Investment Management
Texas
$336K -$289K -613 -47%
ADEF
1664
ABS Direct Equity Fund
Connecticut
$336K +$321K +680 New
JTWM
1665
Jackson Thornton Wealth Management
Alabama
$335K +$314K +666 New
Ferguson Wellman Capital Management
1666
Ferguson Wellman Capital Management
Oregon
$335K +$54.7K +116 +21%
CWP
1667
Curated Wealth Partners
California
$334K +$69.8K +148 +28%
SWM
1668
Stronghold Wealth Management
Florida
$334K +$29.7K +63 +10%
CWMP
1669
Clarion Wealth Managment Partners
Virginia
$334K – – –
VAG
1670
VisionPoint Advisory Group
Texas
$333K +$32.1K +68 +11%
ABLA
1671
Alan B. Lancz & Associates
Ohio
$333K – – –
VC
1672
Veracity Capital
Georgia
$332K -$897K -1,901 -74%
PAM
1673
Parvin Asset Management
South Dakota
$331K – – –
Spire Wealth Management
1674
Spire Wealth Management
Virginia
$330K -$18.4K -39 -6%
EFG
1675
Embree Financial Group
Illinois
$329K +$30.7K +65 +11%