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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2301
CCG Wealth Management
California
$245K -$18.1K -692 -6%
BOM
2302
Bank of Marin
California
$244K – – –
WAAG
2303
Wealth Alliance Advisory Group
Kansas
$244K -$127K -4,865 -32%
ST
2304
Sentinel Trust
Texas
$244K -$11.8K -450 -4%
SFG
2305
Sather Financial Group
Texas
$244K +$4.74K +181 +2%
BC
2306
Broadwater Capital
Massachusetts
$244K -$41K -1,568 -13%
PWA
2307
Physician Wealth Advisors
Utah
$243K -$10.9K -417 -4%
EP
2308
Essential Partners
California
$243K +$150K +5,720 +131%
HAM
2309
Hedges Asset Management
Nevada
$243K +$264K +10,100 New
RCM
2310
RB Capital Management
Nevada
$243K +$549 +21 +0.2%
PCM
2311
Pointe Capital Management
Michigan
$243K – – –
FPL
2312
Fortress Private Ledger
North Carolina
$243K -$10.8K -412 -4%
WAM
2313
WealthCare Asset Management
Missouri
$242K +$263K +10,068 New
MCM
2314
MV Capital Management
Maryland
$242K -$37.8K -1,445 -13%
SI
2315
Sava Infond
Slovenia
$242K -$119K -4,550 -31%
HBW
2316
Hazlett, Burt & Watson
West Virginia
$242K -$4.84K -185 -2%
ASG
2317
Ariston Services Group
California
$242K +$263K +10,040 New
CIP
2318
Convergence Investment Partners
Florida
$242K -$28.8K -1,101 -10%
JIR
2319
James Investment Research
Ohio
$242K +$62.8K +2,399 +31%
LF
2320
Lee Financial
Texas
$241K -$20K -763 -7%
SCM
2321
Silvant Capital Management
Georgia
$240K – – –
CWP
2322
Curated Wealth Partners
California
$240K -$19.8K -755 -7%
RE
2323
Rydar Equities
Texas
$240K +$250K +9,573 New
LWM
2324
Liberty Wealth Management
California
$239K – – –
AP
2325
Atwood & Palmer
Missouri
$239K -$2.72K -104 -1%