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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1801
OneFund LLC
Florida
$230K -$5.91K -39 -3%
FAN
1802
Financial Advisors Network
California
$230K -$7.43K -49 -3%
SWM
1803
Stockman Wealth Management
Montana
$229K – – –
GM
1804
GeoWealth Management
Illinois
$229K -$48.4K -319 -18%
SP
1805
SmartHarvest Portfolios
Washington
$229K +$909 +6 +0.4%
AWM
1806
Accel Wealth Management
Iowa
$228K -$9.7K -64 -4%
MCM
1807
Marathon Capital Management
Maryland
$228K – – –
PHS
1808
Pekin Hardy Strauss
Illinois
$227K – – –
NI
1809
NCP Inc
California
$227K – – –
DWM
1810
Dynasty Wealth Management
Florida
$226K -$159K -1,052 -43%
KFAS
1811
Keating Financial Advisory Services
Kansas
$226K -$12.3K -81 -5%
CWAF
1812
Core Wealth Advisors (Florida)
Florida
$226K +$212K +1,398 New
MFGM
1813
Marshall Financial Group (Maryland)
Maryland
$226K +$1.67K +11 +0.8%
FNBOH
1814
First National Bank of Hutchinson
Kansas
$226K -$20.8K -137 -9%
SFC
1815
Strategic Financial Concepts
Texas
$226K -$6.67K -44 -3%
PAA
1816
Peregrine Asset Advisers
Oregon
$226K – – –
VFG
1817
V2 Financial group
Illinois
$226K -$15.6K -103 -7%
GGS
1818
Galvin Gaustad & Stein
Arizona
$225K +$210K +1,388 New
GSWM
1819
Golden State Wealth Management
California
$224K +$758 +5 +0.4%
CFG
1820
Carter Financial Group
Illinois
$224K -$1.52K -10 -0.7%
FSA
1821
Fort Sheridan Advisors
Illinois
$224K – – –
PCH
1822
PGIM Custom Harvest
New Jersey
$224K – – –
LWA
1823
Lantern Wealth Advisors
New York
$224K – – –
CP
1824
Canopy Partners
Ohio
$224K +$15.2K +100 +8%
CSPIA
1825
Cary Street Partners Investment Advisory
Virginia
$224K -$21.8K -144 -9%