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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1526
Keystone Financial Group (Kentucky)
Kentucky
$408K +$133K +1,325 +50%
GWM
1527
GSB Wealth Management
Connecticut
$407K -$2.62K -26 -0.6%
SEP
1528
Southland Equity Partners
Missouri
$407K -$76.5K -760 -16%
WP
1529
Westmount Partners
California
$407K +$2.62K +26 +0.7%
GCA
1530
Gradient Capital Advisors
California
$406K +$604 +6 +0.2%
CF
1531
Carlson Financial
Oregon
$406K -$8.76K -87 -2%
CPA
1532
Capital Performance Advisors
California
$405K -$184K -1,826 -32%
KIG
1533
Kessler Investment Group
Indiana
$404K +$5.04K +50 +1%
MCWA
1534
Meadow Creek Wealth Advisors
Georgia
$403K -$159K -1,581 -29%
RW
1535
Rede Wealth
Virginia
$403K -$6.55K -65 -2%
NAG
1536
Northstar Advisory Group
New Jersey
$402K +$396K +3,931 New
CT
1537
Clearstead Trust
Maine
$401K -$6.75K -67 -2%
NSAM
1538
North Star Asset Management
Wisconsin
$401K -$2.52K -25 -0.6%
FMLI
1539
Fukoku Mutual Life Insurance
Japan
$400K
MMCM
1540
Murphy & Mullick Capital Management
New York
$399K +$101 +1 +0%
AGAM
1541
Audent Global Asset Management
California
$397K
CAP
1542
Columbia Advisory Partners
Washington
$397K +$26.2K +260 +7%
KFI
1543
Key Financial Inc
Pennsylvania
$396K +$54.8K +544 +16%
MFPI
1544
Midwest Financial Partners Investments
Minnesota
$396K +$155K +1,536 +66%
HIMC
1545
Heritage Investors Management Corp
Maryland
$396K -$14.1K -140 -3%
HP
1546
Holistic Planning
Texas
$395K -$1.41K -14 -0.4%
GS
1547
GTS Securities
Florida
$395K -$309K -3,069 -44%
PF
1548
Parker Financial
Washington
$393K +$3.93K +39 +1%
SWM
1549
Sculati Wealth Management
Michigan
$392K
BO
1550
Bank OZK
Arkansas
$392K -$1.81K -18 -0.5%