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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1801
Legacy Financial Advisors
Kentucky
$216K +$211K +1,099 New
SNB
1802
Security National Bank
Nebraska
$215K +$210K +1,094 New
OFW
1803
Omnia Family Wealth
Florida
$213K – – –
EVM
1804
Evelyn V. Moreno
$212K +$207K +1,076 New
OGC
1805
Oak Grove Capital
New Hampshire
$212K +$207K +1,076 New
SL
1806
Summitry LLC
California
$212K +$207K +1,076 New
JGIA
1807
Jackson Grant Investment Advisers
Connecticut
$211K -$38.9K -202 -16%
FI
1808
FormulaFolio Investments
Michigan
$211K -$27.1K -141 -12%
WA
1809
WP Advisors
California
$210K +$206K +1,069 New
BFPW
1810
BOK Financial Private Wealth
Colorado
$209K +$205K +1,064 New
MUS
1811
Mitsubishi UFJ Securities
Japan
$209K +$205K +1,064 New
WP
1812
WealthSource Partners
California
$208K -$38.3K -199 -16%
IBOK
1813
Independence Bank of Kentucky
Kentucky
$207K +$202K +1,052 New
CPA
1814
Court Place Advisors
Maryland
$207K +$203K +1,054 New
RFM
1815
Royal Fund Management
Florida
$206K +$770 +4 +0.4%
BCM
1816
BTC Capital Management
Iowa
$205K +$200K +1,041 New
PAMG
1817
Patton Albertson Miller Group
Tennessee
$205K +$200K +1,041 New
BP
1818
BBR Partners
New York
$202K +$197K +1,025 New
SIM
1819
Sadoff Investment Management
Wisconsin
$202K +$198K +1,027 New
BCP
1820
Blackhawk Capital Partners
Wisconsin
$202K +$198K +1,029 New
GIM
1821
Greylin Investment Management
Virginia
$201K +$196K +1,020 New
LWS
1822
Lucia Wealth Services
California
$201K +$197K +1,023 New
FIB
1823
First Interstate Bank
Montana
$192K – – –
Carson Wealth (CWM LLC)
1824
Carson Wealth (CWM LLC)
Nebraska
$189K +$2.12K +11 +1%
EA
1825
Edge Advisors
Georgia
$189K +$9.04K +47 +5%