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Name Holding Trade Value Shares
Change
Change in
Stake
SNB
2401
Security National Bank
Nebraska
$502K
WA
2402
WealthTrust Axiom
Pennsylvania
$501K -$70.9K -230 -12%
CWM
2403
Centurion Wealth Management
Virginia
$501K +$27.4K +89 +5%
NRI
2404
NFP Retirement Inc
California
$500K +$191K +621 +57%
Group One Trading
2405
Group One Trading
Illinois
$500K +$527K +1,711 New
IWA
2406
Inspirion Wealth Advisors
Illinois
$499K -$570K -1,848 -52%
CWA
2407
Clearview Wealth Advisors
Oregon
$499K -$2.47K -8 -0.5%
USWIA
2408
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K -$49.6K -161 -9%
OPCM
2409
Osborne Partners Capital Management
California
$497K -$14.8K -48 -3%
FA
2410
Financial Advisors
Massachusetts
$496K +$308 +1 +0.1%
OPPS
2411
Obsidian Personal Planning Solutions
Maryland
$496K +$308 +1 +0.1%
WH
2412
Willner & Heller
California
$495K -$3.08K -10 -0.6%
SFS
2413
Summit Financial Strategies
Ohio
$495K
SN
2414
Sittner & Nelson
Oregon
$495K -$6.17K -20 -1%
MF
2415
Manchester Financial
California
$495K +$32.1K +104 +7%
VCM
2416
Verde Capital Management
Michigan
$494K +$12K +39 +2%
OP
2417
ORG Partners
Indiana
$493K +$41.6K +135 +9%
EIG
2418
Ellenbecker Investment Group
Wisconsin
$493K -$58K -188 -10%
RCM
2419
Raleigh Capital Management
North Carolina
$492K -$31.1K -101 -6%
SFP
2420
Sandbox Financial Partners
Maryland
$491K +$308 +1 +0.1%
TWA
2421
Talisman Wealth Advisors
New Jersey
$490K +$3.7K +12 +0.7%
FDS
2422
First Dallas Securities
Texas
$489K -$339K -1,100 -40%
MWM
2423
McMill Wealth Management
Nebraska
$489K +$308 +1 +0.1%
UWPG
2424
Ullmann Wealth Partners Group
Florida
$489K +$18.8K +61 +4%
PCMC
2425
Paragon Capital Management (Colorado)
Colorado
$489K -$1.54K -5 -0.3%