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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
3651
Affinity Capital Advisors
California
$306K -$14.4K -310 -5%
FCFC
3652
First Citizens Financial Corp
Iowa
$306K -$75.5K -1,630 -21%
GCL
3653
Gouws Capital LLC
North Carolina
$305K – – –
BDS
3654
Banco de Sabadell
Florida
$304K -$39.9K -860 -12%
GWM
3655
GoalFusion Wealth Management
Texas
$304K – – –
GFWA
3656
Grey Fox Wealth Advisors
Delaware
$304K +$284K +6,130 New
TWG
3657
The Wealth Group
Minnesota
$304K +$206K +4,450 New
WIM
3658
Warwick Investment Management
Texas
$304K +$284K +6,130 New
PCI
3659
Planning Center Inc
Illinois
$302K +$283K +6,100 New
LI
3660
Lafayette Investments
Maryland
$302K +$23.2K +500 +9%
UFA
3661
US Financial Advisors
Massachusetts
$302K +$13.9K +300 +5%
DWM
3662
Dechtman Wealth Management
Colorado
$302K +$283K +6,100 New
BA
3663
Ballew Advisors
Mississippi
$301K +$247K +5,330 New
EWA
3664
Evolution Wealth Advisors
Florida
$301K -$24.6K -530 -8%
WIP
3665
WealthCare Investment Partners
Rhode Island
$301K +$31.1K +670 +13%
SC
3666
Saiph Capital
New Jersey
$300K +$281K +6,060 New
LRIA
3667
Leonard Rickey Investment Advisors
Washington
$300K +$4.17K +90 +2%
PIM
3668
Platinum Investment Management
Australia
$299K – – –
BI
3669
Ballast Inc
Kentucky
$298K +$279K +6,010 New
VCM
3670
Versant Capital Management
Arizona
$298K +$38K +820 +16%
Beck Mack & Oliver
3671
Beck Mack & Oliver
New York
$297K – – –
RC
3672
Reik & Co
New York
$297K – – –
Capital Group Private Client Services
3673
Capital Group Private Client Services
California
$297K – – –
OFA
3674
Oak Family Advisors
Illinois
$297K +$2.32K +50 +0.8%
ODG
3675
O'Dell Group
Ohio
$296K +$26.4K +570 +11%