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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
4726
Guidance Point Advisors
Massachusetts
$565K -$63.6K -505 -12%
NECFA
4727
New England Capital Financial Advisors
Connecticut
$565K +$71.2K +566 +19%
RWM
4728
RBA Wealth Management
California
$561K +$16.5K +131 +4%
HSWS
4729
Higgins & Schmidt Wealth Strategies
Colorado
$560K +$32.8K +261 +8%
OFG
4730
Omega Financial Group
California
$559K +$445K +3,540 New
ADBIC
4731
A.D. Beadell Investment Counsel
Wisconsin
$559K +$145K +1,152 +48%
GKFF
4732
George Kaiser Family Foundation
Oklahoma
$557K +$147K +1,171 +50%
PGCM
4733
Prescott Group Capital Management
Oklahoma
$557K +$147K +1,171 +50%
UPS
4734
UHLMANN PRICE SECURITIES
Illinois
$556K -$93.3K -741 -17%
PRS
4735
Pinkerton Retirement Specialists
Idaho
$556K -$755 -6 -0.2%
DWM
4736
Darwin Wealth Management
Florida
$554K -$1.97M -15,632 -82%
PWA
4737
Peterson Wealth Advisors
Utah
$554K -$5.41K -43 -1%
RDFA
4738
Ritter Daniher Financial Advisory
Ohio
$553K -$61.5K -489 -12%
ACM
4739
Argyle Capital Management
Pennsylvania
$553K – – –
CRIG
4740
Charter Research & Investment Group
Connecticut
$551K +$23.9K +190 +6%
RCM
4741
RMR Capital Management
California
$551K – – –
CSWG
4742
Cardinal Strategic Wealth Guidance
Kentucky
$547K – – –
TWM
4743
Trevian Wealth Management
Massachusetts
$545K +$13.8K +110 +3%
OFG
4744
OmniStar Financial Group
North Carolina
$545K -$70.3K -559 -14%
CA
4745
Claris Advisors
Missouri
$544K -$341K -2,707 -44%
FAM
4746
Frontier Asset Management
Wyoming
$544K +$433K +3,441 New
SWM
4747
Schwallier Wealth Management
Michigan
$541K -$31.8K -253 -7%
SJGA
4748
Stephen J. Garry & Associates
New York
$541K +$5.66K +45 +1%
CMA
4749
Cedar Mountain Advisors
Oregon
$540K +$1.38K +11 +0.3%
SNBOSCI
4750
Security National Bank of Sioux City Iowa
Iowa
$540K -$561K -4,455 -57%