Name Holding Trade Value Shares
Change
Change in
Stake
RG
4276
Renaissance Group
Kentucky
$321K – – –
SIAG
4277
Signet Investment Advisory Group
Rhode Island
$321K +$263K +2,600 New
WF
4278
Warner Financial
Maryland
$321K – – –
CHJWM
4279
Carlton Hofferkamp & Jenks Wealth Management
Texas
$321K +$312K +3,090 New
ARC
4280
Advisor Resource Council
Texas
$320K -$1.74M -17,239 -53%
DA
4281
DSC Advisors
Illinois
$319K -$64.7K -640 -20%
EGWAG
4282
Elwood & Goetz Wealth Advisory Group
Georgia
$317K +$2.63K +26 +1%
APGDR
4283
Absoluto Partners Gestao de Recursos
Brazil
$316K -$1.72M -16,992 -87%
DIA
4284
Davidson Investment Advisors
Montana
$316K -$73K -722 -22%
SGWM
4285
Sterling Group Wealth Management
California
$315K +$258K +2,551 New
TLFA
4286
True Link Financial Advisors
California
$315K -$102K -1,010 -28%
GAM
4287
Garrison Asset Management
Arkansas
$315K -$7.08K -70 -3%
SCP
4288
Stevens Capital Partners
Nebraska
$315K -$80.1K -792 -24%
MWA
4289
Merkkuri Wealth Advisors
New York
$314K +$72K +712 New
AWA
4290
Alaska Wealth Advisors
Alaska
$314K +$30.5K +302 +13%
SWM
4291
Sterling Wealth Management
Illinois
$314K – – –
VWA
4292
Valued Wealth Advisors
Utah
$312K +$62.4K +617 +32%
LAM
4293
Lakewood Asset Management
Illinois
$311K -$9K -89 -3%
BIG
4294
Bush Investment Group
Georgia
$311K +$255K +2,520 New
DC
4295
Diametric Capital
Massachusetts
$311K -$194K -1,921 -43%
FCM
4296
Fogel Capital Management
Florida
$310K +$16.2K +160 +7%
EC
4297
EJF Capital
Virginia
$309K +$253K +2,500 New
WAM
4298
Warberg Asset Management
Illinois
$309K +$253K +2,500 New
ICA
4299
Infrastructure Capital Advisors
New York
$309K -$354K -3,502 -58%
CFCI
4300
Comprehensive Financial Consultants Institutional
Indiana
$305K -$12K -119 -5%