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Name Holding Trade Value Shares
Change
Change in
Stake
NI
1801
NCP Inc
California
$227K
DWM
1802
Dynasty Wealth Management
Florida
$226K -$159K -1,052 -43%
KFAS
1803
Keating Financial Advisory Services
Kansas
$226K -$12.3K -81 -5%
CWAF
1804
Core Wealth Advisors (Florida)
Florida
$226K +$212K +1,398 New
MFGM
1805
Marshall Financial Group (Maryland)
Maryland
$226K +$1.67K +11 +0.8%
FNBOH
1806
First National Bank of Hutchinson
Kansas
$226K -$20.8K -137 -9%
SFC
1807
Strategic Financial Concepts
Texas
$226K -$6.67K -44 -3%
PAA
1808
Peregrine Asset Advisers
Oregon
$226K
VFG
1809
V2 Financial group
Illinois
$226K -$15.6K -103 -7%
GGS
1810
Galvin Gaustad & Stein
Arizona
$225K +$210K +1,388 New
GSWM
1811
Golden State Wealth Management
California
$224K +$758 +5 +0.4%
CFG
1812
Carter Financial Group
Illinois
$224K -$1.52K -10 -0.7%
FSA
1813
Fort Sheridan Advisors
Illinois
$224K
PCH
1814
PGIM Custom Harvest
New Jersey
$224K
LWA
1815
Lantern Wealth Advisors
New York
$224K
CP
1816
Canopy Partners
Ohio
$224K +$15.2K +100 +8%
CSPIA
1817
Cary Street Partners Investment Advisory
Virginia
$224K -$21.8K -144 -9%
JPWM
1818
Jamison Private Wealth Management
Georgia
$223K -$5.91K -39 -3%
LFIA
1819
Legacy Financial Independent Advisors
Kentucky
$222K +$208K +1,370 New
LA
1820
LexAurum Advisors
Kansas
$222K +$207K +1,368 New
SAM
1821
SP Asset Management
California
$222K +$207K +1,368 New
CA
1822
CGN Advisors
Kansas
$221K +$207K +1,367 New
IIA
1823
Integral Investment Advisors
California
$221K +$207K +1,365 New
KCIC
1824
Kuhn & Co Investment Counsel
Illinois
$221K +$207K +1,365 New
OCM
1825
One Capital Management
California
$221K