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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
1901
Capital Market Strategies
Florida
$753K -$89.3K -2,294 -10%
IWA
1902
Intercontinental Wealth Advisors
Texas
$753K -$32.5K -836 -4%
PSFG
1903
Prairie Sky Financial Group
Illinois
$752K +$798K +20,503 New
OIM
1904
Oder Investment Management
California
$751K -$1.06M -27,192 -57%
CCWA
1905
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$750K +$23.8K +611 +3%
BSC
1906
Brown Shipley & Co
United Kingdom
$750K -$3.85K -99 -0.5%
CBT
1907
Central Bank & Trust
Kentucky
$749K +$5.33K +137 +0.7%
CCM
1908
Chiron Capital Management
Florida
$748K +$389K +10,000 +96%
TIM
1909
Tevis Investment Management
Texas
$748K
LWANC
1910
Laurel Wealth Advisors (North Carolina)
North Carolina
$748K -$46.7K -1,200 -6%
IFPG
1911
Intrepid Financial Planning Group
Indiana
$748K -$31.1K -800 -4%
RWP
1912
Revolve Wealth Partners
New Jersey
$748K +$44.8K +1,152 +6%
LRPA
1913
L. Roy Papp & Associates
Arizona
$747K -$187K -4,800 -19%
ACM
1914
Alethea Capital Management
Washington
$746K +$578K +14,849 +270%
MFG
1915
Midwest Financial Group
Kansas
$745K +$452K +11,601 +133%
TA
1916
Townsend & Associates
Colorado
$745K -$15.4K -396 -2%
CSPAM
1917
Cary Street Partners Asset Management
Virginia
$743K +$623 +16 +0.1%
RWMG
1918
Redwood Wealth Management Group
New Jersey
$743K +$51.1K +1,313 +7%
PTC
1919
Philadelphia Trust Company
Pennsylvania
$743K -$97.7K -2,511 -11%
OHWA
1920
Oak Hill Wealth Advisors
Virginia
$738K -$80.3K -2,064 -9%
SFG
1921
Sovereign Financial Group
Connecticut
$738K +$81.3K +2,089 +12%
RA
1922
Ruggaard & Associates
Ohio
$738K -$50.6K -1,300 -6%
AFA
1923
Arlington Financial Advisors
California
$735K -$4.2K -108 -0.5%
HP
1924
Hilltop Partners
Indiana
$735K +$780K +20,046 New
EAM
1925
Evanson Asset Management
California
$734K -$11.2K -289 -1%