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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2101
Lazari Capital Management
California
$992K +$10.4K +20 +1%
ONST
2102
Old North State Trust
North Carolina
$992K +$85.9K +166 +10%
EL
2103
Essex LLC
Illinois
$990K -$10.4K -20 -1%
HCA
2104
Heck Capital Advisors
Wisconsin
$989K +$527K +1,018 +118%
MCC
2105
Money Concepts Capital
Florida
$987K +$20.7K +40 +2%
WT
2106
Washington Trust
Rhode Island
$985K
NWM
2107
Napa Wealth Management
California
$985K +$968K +1,870 New
MFWP
2108
Mosaic Family Wealth Partners
Missouri
$983K -$154K -297 -14%
SWA
2109
Sax Wealth Advisors
New Jersey
$982K +$407K +787 +73%
LPFG
2110
Landing Point Financial Group
Ohio
$981K +$900K +1,738 New
DFG
2111
Demars Financial Group
Washington
$981K -$40.9K -79 -4%
BW
2112
Blalock Williams
Alabama
$980K +$964K +1,862 New
BAAM
2113
Baker Avenue Asset Management
California
$980K +$40.4K +78 +4%
CC
2114
Cadinha & Co
Hawaii
$980K -$17.6K -34 -2%
SC
2115
Solstein Capital
California
$979K
SOS
2116
Silver Oak Securities
Tennessee
$977K -$92.2K -178 -9%
SAM
2117
Strive Asset Management
Ohio
$973K +$956K +1,847 New
PBK
2118
Peoples Bank (Kansas)
Kansas
$970K -$10.4K -20 -1%
VDBMI
2119
Van Den Berg Management I
Texas
$968K -$2.59K -5 -0.3%
DJSG
2120
D.J. St. Germain
Massachusetts
$968K +$2.07K +4 +0.2%
MIA
2121
MainStreet Investment Advisors
Illinois
$967K -$15.5K -30 -2%
MWM
2122
Modern Wealth Management
Kansas
$967K +$319K +616 +50%
MIC
2123
Means Investment Company
Maine
$966K +$96.8K +187 +11%
DEM
2124
Disciplined Equity Management
Florida
$964K
VBCG
2125
Valley Brook Capital Group
Pennsylvania
$964K