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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1901
Summit Financial Strategies
Ohio
$289K – – –
CW
1902
CreativeOne Wealth
Kansas
$287K -$141K -768 -33%
TGAM
1903
TBH Global Asset Management
Tennessee
$286K -$5.87K -32 -2%
WOC
1904
West Oak Capital
California
$286K – – –
MW
1905
Marcum Wealth
Ohio
$284K -$41.4K -226 -13%
WAS
1906
Winch Advisory Services
Wisconsin
$283K +$4.95K +27 +2%
CPC
1907
Consolidated Planning Corp
Georgia
$283K +$5.68K +31 +2%
FWCM
1908
First Western Capital Management
California
$282K -$1.28K -7 -0.5%
GAG
1909
GM Advisory Group
New York
$281K +$18.3K +100 +7%
ACM
1910
Ategra Capital Management
Virginia
$280K +$6.23K +34 +2%
TF
1911
Trek Financial
Arizona
$279K +$367 +2 +0.1%
CAGAS
1912
Capital Advisory Group Advisory Services
Minnesota
$278K – – –
SLG
1913
Stanley-Laman Group
Pennsylvania
$277K -$90.8K -495 -25%
BCB
1914
Brian C. Broderick
$277K – – –
DIM
1915
DC Investments Management
Virginia
$277K +$275K +1,501 New
BFG
1916
Barber Financial Group
Kansas
$276K -$59.8K -326 -18%
PFA
1917
Pathway Financial Advisors
Vermont
$276K -$45.8K -250 -14%
AWM
1918
Atticus Wealth Management
Florida
$276K -$8.62K -47 -3%
TAM
1919
Tradition Asset Management
Virginia
$276K – – –
PWM
1920
Paulson Wealth Management
Illinois
$275K -$144K -785 -35%
BCM
1921
Becker Capital Management
Oregon
$274K +$40.7K +222 +18%
BCA
1922
Berman Capital Advisors
Georgia
$274K +$63.8K +348 +30%
SAM
1923
Secure Asset Management
Michigan
$273K +$917 +5 +0.3%
FPGK
1924
Financial Partners Group (Kansas)
Kansas
$273K +$12.1K +66 +5%
CCM
1925
Condor Capital Management
New Jersey
$272K +$5.68K +31 +2%