Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
2176
Blake Schutter Theil Wealth Advisors
Ohio
$368K +$93.9K +3,461 +33%
FHC
2177
First Heartland Consultants
Missouri
$368K -$53.5K -1,972 -12%
HCMG
2178
Howard Capital Management Group
California
$368K – – –
BFPW
2179
BOK Financial Private Wealth
Colorado
$368K -$19.1K -706 -5%
WIM
2180
Westside Investment Management
California
$368K -$3.96K -146 -1%
CWP
2181
Clark Wealth Partners
Illinois
$367K +$375K +13,828 New
DA
2182
Dover Advisors
Virginia
$366K -$26.3K -968 -7%
CG
2183
Corundum Group
Colorado
$366K -$785K -28,939 -68%
SP
2184
Successful Portfolios
Florida
$366K -$9.85K -363 -3%
LF
2185
LifePlan Financial
Minnesota
$365K -$25.3K -933 -6%
LPT
2186
Legacy Private Trust
Wisconsin
$365K +$83.9K +3,093 +29%
WFC
2187
Western Financial Corp
California
$365K +$3.42K +126 +0.9%
TA
2188
TrueWealth Advisors
Alabama
$364K -$135K -4,994 -27%
CCA
2189
Childress Capital Advisors
Texas
$363K -$848K -31,257 -70%
EWA
2190
Encompass Wealth Advisors
Oregon
$363K +$42.3K +1,560 +13%
SCM
2191
Sage Capital Management
New Jersey
$363K -$5.78K -213 -2%
LA
2192
Latitude Advisors
Florida
$362K -$57K -2,100 -13%
SFG
2193
Snider Financial Group
Washington
$362K +$370K +13,645 New
CS
2194
CapitalatWork SA
$362K – – –
MCM
2195
Magnolia Capital Management
New York
$362K – – –
JC
2196
JBGlobal.com
New York
$362K +$370K +13,639 New
CMBA
2197
C.M. Bidwell & Associates
Hawaii
$361K +$78.7K +2,900 +27%
SFS
2198
Symphony Financial Services
Ohio
$360K +$47.9K +1,765 +15%
FFC
2199
First Financial Corp
Indiana
$360K -$15.4K -568 -4%
EGA
2200
Eagle Global Advisors
Texas
$359K +$368K +13,550 New