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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
2101
Heck Capital Advisors
Wisconsin
$360K +$383K +2,341 New
PCH
2102
PGIM Custom Harvest
New Jersey
$359K +$26.5K +162 +7%
GWP
2103
Gateway Wealth Partners
Wisconsin
$359K +$42.2K +258 +12%
SFA
2104
Souders Financial Advisors
Ohio
$358K -$3.44K -21 -0.9%
PWM
2105
Pacific Wealth Management
California
$358K -$45.3K -277 -11%
FWP
2106
FAS Wealth Partners
Kansas
$358K +$1.64K +10 +0.4%
MSA
2107
Marino Stram & Associates
Massachusetts
$358K +$491 +3 +0.1%
AI
2108
Accredited Investors
Minnesota
$357K -$10.3K -63 -3%
1WM
2109
1858 Wealth Management
Ohio
$356K -$35.7K -218 -9%
WEG
2110
World Equity Group
Illinois
$356K +$380K +2,320 New
ACM
2111
Argyle Capital Management
Pennsylvania
$355K +$378K +2,309 New
HB
2112
HTLF Bank
Colorado
$354K +$60.4K +369 +19%
SFI
2113
SPC Financial Inc
Maryland
$354K +$377K +2,305 New
BO
2114
Bank OZK
Arkansas
$354K -$21.4K -131 -5%
JFGIW
2115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$354K -$189K -1,154 -36%
WDC
2116
Woodward Diversified Capital
California
$353K -$463K -2,830 -55%
CA
2117
Capital Advantage
California
$352K +$375K +2,289 New
RTC
2118
Riverview Trust Company
Washington
$352K -$3.27K -20 -0.9%
AFG
2119
ABLE Financial Group
Arizona
$350K
EIA
2120
Edgemoor Investment Advisors
Maryland
$350K +$4.91K +30 +1%
SAF
2121
Smith Anglin Financial
Texas
$350K +$25.7K +157 +7%
KFC
2122
Klingenstein Fields & Co
New York
$349K
PWM
2123
PBMares Wealth Management
Virginia
$349K +$2.95K +18 +0.8%
SI
2124
Saxon Interests
Texas
$346K -$982 -6 -0.3%
I
2125
INVST
Indiana
$345K -$5.24K -32 -1%