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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2876
American Capital Advisory
Idaho
$218K – – –
CAWM
2877
Capital Advisors Wealth Management
Washington
$217K +$206K +451 New
MHWM
2878
Montz Harcus Wealth Management
Louisiana
$217K +$206K +451 New
PCFFS
2879
Pacific Center for Financial Services
California
$217K +$19.7K +43 +11%
SW
2880
Schulz Wealth
Texas
$217K +$206K +450 New
PCWA
2881
Pacific Capital Wealth Advisors
California
$216K – – –
BIA
2882
Bell Investment Advisors
California
$216K +$5.03K +11 +3%
FEG
2883
Financial Enhancement Group
Indiana
$215K +$212K +463 New
PO
2884
Private Ocean
California
$214K – – –
RCM
2885
RNC Capital Management
California
$214K +$203K +445 New
D
2886
Diversified
Delaware
$213K +$203K +443 New
FWM
2887
Foguth Wealth Management
Michigan
$213K +$203K +443 New
AWC
2888
Abundance Wealth Counselors
Pennsylvania
$213K -$45.7K -100 -18%
NFSG
2889
Newbridge Financial Services Group
Florida
$213K -$98.3K -215 -33%
SFC
2890
Strategic Financial Concepts
Texas
$213K +$202K +442 New
OCG
2891
Opus Capital Group
Ohio
$212K +$201K +440 New
WIM
2892
Warwick Investment Management
Texas
$212K +$201K +440 New
CBT
2893
Central Bank & Trust
Kentucky
$211K -$74.5K -163 -27%
CWA
2894
Centennial Wealth Advisory
Michigan
$210K +$200K +437 New
CA
2895
CSM Advisors
Pennsylvania
$210K +$199K +435 New
AIMA
2896
Ables Iannone Moore & Associates
Georgia
$209K – – –
CWM
2897
Cabot Wealth Management
Massachusetts
$209K +$199K +435 New
EFL
2898
ERn Financial LLC
Wisconsin
$209K +$198K +434 New
CAM
2899
Crestone Asset Management
Colorado
$209K +$198K +434 New
PA
2900
Pineridge Advisors
Missouri
$209K +$52.6K +115 +36%