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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2126
Defined Wealth Management
Oregon
$402K
OFG
2127
Oxford Financial Group
Indiana
$402K
JFGLC
2128
Johnson Financial Group LLC (Colorado)
Colorado
$401K -$120K -1,580 -23%
HFG
2129
Heron Financial Group
New York
$400K -$2.28K -30 -0.6%
MWA
2130
Moser Wealth Advisors
Washington
$399K -$60.8K -800 -13%
AWA
2131
Acorn Wealth Advisors
Michigan
$399K +$1.37K +18 +0.3%
OPA
2132
Old Port Advisors
Maine
$398K -$30.1K -396 -7%
BST
2133
Bath Savings Trust
Maine
$398K +$26.6K +350 +7%
DIM
2134
Delta Investment Management
California
$397K -$9.66K -127 -2%
CA
2135
CSM Advisors
Pennsylvania
$397K
NRA
2136
NSI Retail Advisors
Pennsylvania
$397K
SA
2137
Shilanski & Associates
Alaska
$396K +$26.3K +346 +7%
JF
2138
JSF Financial
California
$396K +$401K +5,273 New
CIAS
2139
CFS Investment Advisory Services
New Jersey
$395K +$399K +5,252 New
EW
2140
Evoke Wealth
California
$394K
KP
2141
Keel Point
Alabama
$394K +$16.8K +221 +4%
CG
2142
Clarus Group
Texas
$393K
SIC
2143
Sigma Investment Counselors
Michigan
$392K +$2.66K +35 +0.7%
STAS
2144
Strong Tower Advisory Services
Minnesota
$392K +$378K +4,967 New
BAAM
2145
Baker Avenue Asset Management
California
$392K +$397K +5,223 New
LB
2146
Leo Brokerage
Texas
$391K -$21.7K -285 -5%
APW
2147
Acima Private Wealth
Virginia
$390K
AC
2148
Annandale Capital
Texas
$390K
MA
2149
MBA Advisors
Pennsylvania
$390K +$380 +5 +0.1%
GP
2150
Greenline Partners
New York
$389K