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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
4801
Richardson Capital Management
Wisconsin
$147K – – –
OSNBOA
4802
Old Second National Bank of Aurora
Illinois
$147K +$28.3K +38 +23%
BCM
4803
Basso Capital Management
Connecticut
$147K +$149K +200 New
TFG
4804
Team Financial Group
California
$144K +$4.47K +6 +3%
KHC
4805
Koesten Hirschmann & Crabtree
Kansas
$142K -$14.9K -20 -9%
CIR
4806
Clear Investment Research
Georgia
$142K +$7.44K +10 +5%
FWM
4807
FSA Wealth Management
Massachusetts
$137K – – –
HFS
4808
Hopwood Financial Services
Virginia
$137K +$44.7K +60 +47%
WFA
4809
West Financial Advisors
Iowa
$136K +$74.4K +100 +118%
HFS
4810
Horizon Financial Services
North Carolina
$136K +$130K +175 +1,750%
RWA
4811
Redmont Wealth Advisors
Illinois
$135K +$23.8K +32 +21%
HWM
4812
HighMark Wealth Management
Minnesota
$134K +$2.98K +4 +2%
AP
4813
Aspect Partners
Virginia
$134K +$2.23K +3 +2%
CTWM
4814
Cherry Tree Wealth Management
Minnesota
$130K – – –
PP
4815
Pacifica Partners
Canada
$128K – – –
MS
4816
Mizuho Securities
Japan
$123K -$232K -312 -65%
XC
4817
XY Capital
Hong Kong
$123K +$125K +168 New
AWM
4818
Accredited Wealth Management
Kentucky
$123K -$78.2K -105 -51%
BMC
4819
Bear Mountain Capital
Washington
$120K +$2.23K +3 +2%
VWWMG
4820
Vermillion & White Wealth Management Group
Pennsylvania
$118K +$14.9K +20 +14%
BCM
4821
Birch Capital Management
Texas
$118K – – –
EWM
4822
Evolution Wealth Management
Florida
$116K +$25.3K +34 +27%
MBFW
4823
Morton Brown Family Wealth
Pennsylvania
$116K -$32K -43 -21%
LWMI
4824
Legacy Wealth Management (Idaho)
Idaho
$113K -$2.98K -4 -3%
KFP
4825
Keener Financial Planning
Texas
$110K – – –