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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3001
Carter Financial Group
Illinois
$249K +$280K +1,122 New
TYCC
3002
Texas Yale Capital Corp
Florida
$247K -$29.7K -119 -10%
SFG
3003
Summit Financial Group
West Virginia
$246K -$92.5K -370 -25%
IIM
3004
Ipswich Investment Management
Massachusetts
$246K -$37.5K -150 -12%
MFS
3005
Madrona Financial Services
Washington
$246K -$9K -36 -3%
CWA
3006
Clarus Wealth Advisors
Arizona
$246K +$284K +1,135 New
GGI
3007
Godsey & Gibb Inc
Virginia
$245K +$275K +1,102 New
TWM
3008
Tradition Wealth Management
Minnesota
$244K -$180K -721 -40%
FAG
3009
Financial Advisory Group
Texas
$243K
WMP
3010
Wealth Management Partners
Arizona
$243K
FWP
3011
Firethorn Wealth Partners
Georgia
$243K +$39K +156 +17%
LGA
3012
Lebenthal Global Advisors
New York
$243K +$105K +419 +62%
AMR
3013
Asset Management Resources
Massachusetts
$242K -$107K -428 -28%
HFS
3014
Howard Financial Services
Texas
$241K -$24K -96 -8%
PCMN
3015
Paradigm Capital Management (Nevada)
Nevada
$240K -$339K -1,356 -56%
EFL
3016
ERn Financial LLC
Wisconsin
$240K -$25K -100 -8%
B
3017
Bridgeworth
Alabama
$240K -$15.5K -62 -5%
GB
3018
Goepper Burkhardt
South Carolina
$240K +$14K +56 +5%
WFA
3019
Wellspring Financial Advisors
Ohio
$239K +$12.7K +51 +5%
GP
3020
Greenline Partners
New York
$238K
MCM
3021
MV Capital Management
Maryland
$237K -$37.5K -150 -12%
SFM
3022
Systematic Financial Management
New Jersey
$237K
GS
3023
Gagnon Securities
New York
$237K +$2.5K +10 +0.9%
MC
3024
Matisse Capital
Oregon
$237K +$105K +420 +65%
PFG
3025
PAX Financial Group
Texas
$236K -$231K -925 -47%