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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2301
Crewe Advisors
Utah
$204K
OFS
2302
Oldfather Financial Services
Nebraska
$204K +$189K +5,561 New
LF
2303
LifeSteps Financial
California
$204K +$224K +6,583 New
OKSA
2304
O'Keefe Stevens Advisory
New York
$202K +$221K +6,508 New
W
2305
WealthOne
New York
$201K +$220K +6,465 New
HHGA
2306
Halbert Hargrove Global Advisors
California
$200K -$27.1K -797 -11%
PCIA
2307
Prime Capital Investment Advisors
Kansas
$199K +$8.6K +253 +4%
CWM
2308
Campbell Wealth Management
Virginia
$191K -$21K -619 -9%
FMB
2309
Field & Main Bank
Kentucky
$188K +$206K +6,059 New
DOA
2310
D'Orazio & Associates
Virginia
$186K +$544 +16 +0.3%
PCFFS
2311
Pacific Center for Financial Services
California
$185K +$68 +2 +0%
WCG
2312
Weaver Consulting Group
California
$180K +$10.8K +318 +6%
KWM
2313
Keebeck Wealth Management
Illinois
$177K +$194K +5,721 New
CCM
2314
Copeland Capital Management
Pennsylvania
$174K
AJ
2315
Ashburton (Jersey)
Jersey
$174K +$190K +5,593 New
VCM
2316
Versant Capital Management
Arizona
$173K -$2.14K -63 -1%
ACM
2317
AUA Capital Management
Pennsylvania
$170K -$75.2K -2,213 -29%
CIA
2318
Cascade Investment Advisors
Oregon
$170K
PBF
2319
Petix & Botte Financial
California
$169K +$366K +10,780 New
BBA
2320
Braun-Bostich & Associates
Pennsylvania
$167K
C
2321
Cerebellum
California
$166K +$164K +4,835 New
WPA
2322
West Paces Advisors
Georgia
$166K -$414K -12,175 -70%
FWC
2323
First Washington Corp
Washington
$164K -$985K -28,985 -85%
SSWG
2324
Seven Springs Wealth Group
Tennessee
$163K +$34 +1 +0%
SIAS
2325
Shine Investment Advisory Services
Colorado
$161K