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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3051
Triumph Capital Management
Colorado
$340K -$177K -1,534 -35%
TA
3052
TFB Advisors
Kansas
$340K -$66.2K -573 -17%
KWA
3053
Kellett Wealth Advisors
Ohio
$339K +$36.1K +313 +12%
AF
3054
AGP Franklin
Tennessee
$339K -$28.9K -250 -8%
HFP
3055
Holistic Financial Partners
Indiana
$339K +$9.24K +80 +3%
TM
3056
TigerOak Management
New Mexico
$338K
CW
3057
Cedarwood Wealth
Colorado
$337K +$18.6K +161 +6%
FAG
3058
Fortitude Advisory Group
Washington
$337K -$80.7K -699 -20%
CPG
3059
Cornerstone Planning Group
New Jersey
$337K +$34.1K +295 +11%
WF
3060
WealthPoint Financial
North Carolina
$337K -$176K -1,528 -35%
BSAM
3061
Blue Square Asset Management
New York
$336K
VRM
3062
Vectors Research Management
New York
$336K +$9.24K +80 +3%
BNA
3063
BankChampaign National Association
Illinois
$336K +$322K +2,791 New
CCP
3064
Cane Capital Partners
Louisiana
$336K -$8.66K -75 -3%
PCS
3065
Private Client Services
Kentucky
$335K +$88.1K +763 +38%
JFG
3066
JMG Financial Group
Illinois
$334K +$98.4K +852 +44%
KPWG
3067
KFA Private Wealth Group
Virginia
$334K -$14K -121 -4%
SPW
3068
Signet Private Wealth
Illinois
$334K +$14.8K +128 +5%
AWA
3069
AGH Wealth Advisors
Kansas
$333K +$41K +355 +15%
AF
3070
ASL Financial
California
$332K +$5.77K +50 +2%
CC
3071
Corsicana & Co
Texas
$332K +$111K +959 +35%
RA
3072
Rise Advisors
New York
$332K -$70.3K -609 -18%
FFL
3073
Financial Freedom LLC
Ohio
$332K +$693 +6 +0.2%
PG
3074
Prostatis Group
Maryland
$332K -$6.7K -58 -2%
CW
3075
Cornerstone Wealth
Tennessee
$331K +$348K +3,012 New