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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1801
Lindbrook Capital
California
$487K +$10.6K +142 +2%
RA
1802
RFG Advisory
Alabama
$487K +$15.4K +206 +3%
AIA
1803
Alera Investment Advisors
Illinois
$487K +$48.3K +646 +12%
CHJWM
1804
Carlton Hofferkamp & Jenks Wealth Management
Texas
$485K +$151K +2,013 +49%
HIS
1805
Harvest Investment Services
Illinois
$484K +$36.7K +491 +9%
JWM
1806
Jupiter Wealth Management
Colorado
$483K +$517K +6,917 New
AGA
1807
Accuvest Global Advisors
Utah
$481K -$10.2K -137 -2%
CCMG
1808
Clark Capital Management Group
Pennsylvania
$481K +$50.9K +680 +13%
TFGT
1809
TS Financial Group (TSFG)
Illinois
$481K +$453K +6,063 New
UFG
1810
United Fire Group
Iowa
$480K
KPW
1811
Kore Private Wealth
New York
$477K -$156K -2,080 -26%
GWS
1812
Glassman Wealth Services
Virginia
$477K +$52.3K +699 +13%
JA
1813
JOYN Advisors
Georgia
$476K -$112K -1,504 -20%
BCCM
1814
Bridge Creek Capital Management
Massachusetts
$476K -$16.8K -225 -4%
GSWM
1815
Golden State Wealth Management
California
$476K +$449K +5,998 New
SFSG
1816
Stearns Financial Services Group
North Carolina
$475K +$673 +9 +0.2%
JLBC
1817
J.L. Bainbridge & Co
Florida
$473K -$48.2K -644 -9%
AIA
1818
Angeles Investment Advisors
California
$473K +$446K +5,961 New
VWA
1819
V Wealth Advisors
Kansas
$472K +$67.8K +907 +16%
BIM
1820
Baldwin Investment Management
Pennsylvania
$466K +$5.54K +74 +1%
CCM
1821
Carderock Capital Management
Maryland
$462K
LPT
1822
Legacy Private Trust
Wisconsin
$461K +$14.3K +191 +3%
APW
1823
Acima Private Wealth
Virginia
$460K +$36K +481 +9%
CCM
1824
Crossvault Capital Management
Texas
$459K -$157K -2,096 -27%
HPC
1825
Hobart Private Capital
North Carolina
$457K +$431K +5,757 New