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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
3126
Tandem Investment Advisors
South Carolina
$266K -$53.5K -570 -18%
MGWA
3127
Monument Group Wealth Advisors
Massachusetts
$266K – – –
ACM
3128
Academy Capital Management
Texas
$266K – – –
JESC
3129
J.E. Simmons & Co
Texas
$266K +$237K +2,524 New
SFG
3130
Southern Financial Group
Alabama
$265K +$237K +2,520 New
MWPCG
3131
Measured Wealth Private Client Group
New Hampshire
$265K -$5.16K -55 -2%
FI
3132
FWG Investments
Kentucky
$265K +$236K +2,518 New
AWS
3133
Aspen Wealth Strategies
Colorado
$265K +$2.54K +27 +1%
GFG
3134
Greenberg Financial Group
Arizona
$264K +$236K +2,511 New
KWA
3135
Kellett Wealth Advisors
Ohio
$264K -$28.8K -307 -11%
CWA
3136
Crusonia Wealth Advisors
Colorado
$264K +$235K +2,508 New
BWA
3137
BlueChip Wealth Advisors
Georgia
$263K -$25.8K -275 -10%
HCM
3138
Harvey Capital Management
Florida
$263K – – –
HCP
3139
Holt Capital Partners
Texas
$263K – – –
III
3140
Independent Investors Inc
New York
$263K – – –
WP
3141
Waycross Partners
Kentucky
$263K – – –
VIP
3142
Viewpoint Investment Partners
Alberta, Canada
$263K +$235K +2,500 New
FAM
3143
Forte Asset Management
New York
$263K – – –
GSC
3144
Ground Swell Capital
South Carolina
$262K +$234K +2,492 New
4WM
3145
49 Wealth Management
Texas
$262K -$18.6K -198 -7%
ATIA
3146
American Trust Investment Advisors
New Hampshire
$261K – – –
SFC
3147
Swisher Financial Concepts
Ohio
$261K +$233K +2,478 New
GPWM
3148
Grant Private Wealth Management
California
$261K -$22.2K -236 -9%
WOSD
3149
WFA of San Diego
California
$260K +$939 +10 +0.4%
PGFG
3150
Pine Grove Financial Group
Minnesota
$259K +$231K +2,463 New