Name Holding Trade Value Shares
Change
Change in
Stake
MFN
5051
Midwest Financial Network
Illinois
$384K – – –
SAMC
5052
Spectrum Asset Management (California)
California
$383K – – –
WG
5053
Watchman Group
Texas
$382K -$34.9K -200 -9%
CFA
5054
CWS Financial Advisors
Michigan
$382K +$92.4K +530 +35%
SCA
5055
Stuart Chaussee & Associates
California
$382K – – –
GWA
5056
Gutierrez Wealth Advisory
Arkansas
$382K +$89.1K +511 +33%
HFRG
5057
Houlihan Financial Resource Group
Virginia
$382K -$1.56M -8,972 -81%
SDJVC
5058
St. Denis J. Villere & Co
Louisiana
$381K -$3.49K -20 -1%
CAM
5059
Cobblestone Asset Management
Virginia
$381K +$103K +590 +41%
BP
5060
BWM Planning
Texas
$381K +$89.8K +515 +34%
ICCON
5061
Investment Counsel Company of Nevada
Nevada
$379K – – –
OFI
5062
Outbound Financial Inc
Colorado
$379K – – –
WFL
5063
Wealth Forward LLC
North Dakota
$377K +$109K +626 +45%
FAM
5064
Frontier Asset Management
Wyoming
$377K -$248K -1,421 -41%
ACM
5065
Alamar Capital Management
California
$376K – – –
HAS
5066
Holland Advisory Services
Florida
$376K – – –
NI
5067
NFC Investments
Tennessee
$376K – – –
ODA
5068
One Degree Advisors
California
$374K -$638K -3,660 -65%
FIA
5069
FPC Investment Advisory
California
$373K – – –
IMA
5070
Investment Management Associates
Colorado
$373K -$5.23K -30 -1%
APCM
5071
Alaska Permanent Capital Management
Alaska
$373K – – –
SFO
5072
Standard Family Office
South Dakota
$373K – – –
VWMG
5073
Virginia Wealth Management Group
Virginia
$373K – – –
WA
5074
Wilmar Advisors
Florida
$373K – – –
CMTU
5075
Capital Markets Trading (UK)
United Kingdom
$373K +$349K +2,001 New