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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1701
Cornerstone Wealth Group
North Carolina
$245K +$26.8K +174 +12%
TFA
1702
Trinity Financial Advisors
Ohio
$243K – – –
RPGK
1703
Retirement Planning Group (Kansas)
Kansas
$243K +$241K +1,566 New
TCM
1704
Triumph Capital Management
Colorado
$243K +$15.4K +100 +7%
MW
1705
MBL Wealth
North Carolina
$242K +$241K +1,561 New
BFG
1706
Beacon Financial Group
Texas
$242K +$2.93K +19 +1%
EW
1707
Enzi Wealth
Texas
$242K +$1.85K +12 +0.8%
TC
1708
TownSquare Capital
Utah
$241K -$169K -1,094 -41%
CA
1709
Cambridge Advisors
Nebraska
$241K – – –
AF
1710
Apexium Financial
Texas
$241K +$154 +1 +0.1%
LIG
1711
Lokken Investment Group
Delaware
$240K +$925 +6 +0.4%
NS
1712
NBC Securities
Alabama
$238K -$200K -1,300 -46%
AAM
1713
Auxier Asset Management
Oregon
$237K -$23K -149 -9%
PCM
1714
Prelude Capital Management
New York
$237K -$54.7K -355 -19%
OR
1715
Olympiad Research
Connecticut
$237K -$22K -143 -9%
RMCM
1716
Reynders McVeigh Capital Management
Massachusetts
$237K +$463 +3 +0.2%
HNW
1717
High Note Wealth
Minnesota
$237K +$308 +2 +0.1%
LWM
1718
LeConte Wealth Management
Tennessee
$237K +$235K +1,526 New
FWP
1719
FAS Wealth Partners
Kansas
$235K -$617 -4 -0.3%
HDIM
1720
Hanson & Doremus Investment Management
Vermont
$235K +$8.63K +56 +4%
SA
1721
Sicart Associates
New York
$235K – – –
PWA
1722
Physician Wealth Advisors
Utah
$234K +$9.1K +59 +4%
AGWCA
1723
Annis Gardner Whiting Capital Advisors
Florida
$234K +$181K +1,173 +353%
SIS
1724
Sound Income Strategies
Florida
$233K -$35.6K -231 -13%
CFCI
1725
Comprehensive Financial Consultants Institutional
Indiana
$233K – – –