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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
5001
Dupree Financial Group
Kentucky
$961K +$1.44K +7 +0.1%
OE
5002
OFS Enterprise
Nebraska
$961K +$140K +680 +16%
HWM
5003
HBE Wealth Management
Nebraska
$959K +$54.5K +265 +6%
OC
5004
Optima Capital
Oregon
$959K +$29.2K +142 +3%
LWMNY
5005
Landmark Wealth Management (New York)
New York
$956K -$205K -997 -17%
BTIM
5006
BancFirst Trust & Investment Management
Oklahoma
$954K +$1.01M +4,894 New
BAM
5007
Beaumont Asset Management
Texas
$952K +$431K +2,095 +79%
CSW
5008
Cogent Strategic Wealth
Illinois
$951K – – –
SWP
5009
Significant Wealth Partners
Illinois
$951K +$16K +78 +2%
GFG
5010
Grantvest Financial Group
New Jersey
$948K -$58.4K -284 -6%
SIMG
5011
Stephens Investment Management Group
Texas
$947K +$42.1K +205 +5%
KP
5012
Kitching Partners
Pennsylvania
$945K -$323K -1,570 -25%
MIM
5013
Miller Investment Management
Pennsylvania
$944K +$344K +1,673 +55%
SIAS
5014
Summit Investment Advisory Services
Minnesota
$943K +$533K +2,593 +122%
CA
5015
Chatterton & Associates
California
$942K +$29.4K +143 +3%
LIWM
5016
Long Island Wealth Management
New York
$941K -$21.6K -105 -2%
BP
5017
BWM Planning
Texas
$940K +$294K +1,432 +44%
MLRA
5018
Main Line Retirement Advisors
Montana
$940K – – –
SFC
5019
Swisher Financial Concepts
Ohio
$937K -$551K -2,681 -36%
SG
5020
Stanich Group
New York
$936K +$32.7K +159 +4%
WC
5021
Wexford Capital
Florida
$934K -$1.73M -8,393 -64%
TFP
5022
Tilia Fiduciary Partners
North Carolina
$930K -$7.61K -37 -0.8%
FD
5023
Financial Designs
California
$930K +$23K +112 +2%
RA
5024
Resolute Advisors
California
$929K -$1.74M -8,480 -65%
PPWM
5025
PFG Private Wealth Management
Florida
$929K -$87.6K -426 -8%
199 200
201
202 203