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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2901
Vigilare Wealth Management
Arizona
$348K
SLT
2902
St Louis Trust
Missouri
$348K
BL
2903
Balentine LLC
Georgia
$347K +$342K +618 New
WSFG
2904
Wall Street Financial Group
Illinois
$347K +$342K +618 New
MTC
2905
Matrix Trust Company
Colorado
$347K +$114K +207 +50%
SIM
2906
SSI Investment Management
California
$347K -$211K -381 -38%
CTA
2907
Colonial Trust Advisors
South Carolina
$346K -$32.1K -58 -9%
ACA
2908
American Capital Advisory
Idaho
$346K +$2.77K +5 +0.8%
ACC
2909
Acorn Creek Capital
Colorado
$345K -$4.42K -8 -1%
FFS
2910
Founders Financial Securities
Maryland
$345K -$553 -1 -0.2%
GIP
2911
Greatmark Investment Partners
Georgia
$345K
PAS
2912
Parsonex Advisory Services
Colorado
$345K +$340K +614 New
KCPG
2913
Kavar Capital Partners Group
Kansas
$344K
Members Trust
2914
Members Trust
Florida
$344K +$339K +613 New
FTA
2915
Financial & Tax Architects
Missouri
$344K +$97.3K +176 +40%
IIA
2916
Integral Investment Advisors
California
$344K
GCA
2917
Genesee Capital Advisors
New York
$343K
MEG
2918
Millstone Evans Group
Colorado
$343K +$20.5K +37 +6%
GCM
2919
Genus Capital Management
British Columbia, Canada
$343K +$24.9K +45 +8%
IAG
2920
Investment Advisory Group
Massachusetts
$342K -$55.9K -101 -14%
EPA
2921
Element Pointe Advisors
Florida
$342K
CCA
2922
Cadent Capital Advisors
Oklahoma
$340K +$132K +238 +65%
EGWAG
2923
Elwood & Goetz Wealth Advisory Group
Georgia
$340K +$49.2K +89 +17%
YWM
2924
Yoder Wealth Management
California
$339K +$31.5K +57 +10%
WWMSC
2925
Wagner Wealth Management (South Carolina)
South Carolina
$339K -$27.1K -49 -8%