Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1076
Advocate Investing Services
Maryland
$326K – – –
MB
1077
MidFirst Bank
Oklahoma
$325K -$139K -1,724 -33%
TWP
1078
Triad Wealth Partners
Kansas
$325K -$19.8K -245 -7%
FCMC
1079
Founders Capital Management (Connecticut)
Connecticut
$325K – – –
HCP
1080
Hexagon Capital Partners
Arkansas
$325K +$282K +3,494 New
FG
1081
Fiduciary Group
Georgia
$325K +$16.6K +206 +6%
1CP
1082
17 Capital Partners
Arizona
$324K -$275K -3,400 -49%
JFGLC
1083
Johnson Financial Group LLC (Colorado)
Colorado
$323K +$22.9K +284 +9%
SFC
1084
Strategic Financial Concepts
Texas
$322K +$280K +3,462 New
CMMS
1085
Comprehensive Money Management Services
Florida
$322K -$40.4K -500 -13%
AA
1086
Addison Advisors
Vermont
$321K +$81 +1 +0%
TFP
1087
Triune Financial Partners
Kansas
$321K +$2.18K +27 +0.8%
JPWM
1088
Jamison Private Wealth Management
Georgia
$321K +$727 +9 +0.3%
SI
1089
Seeds Investor
New York
$321K +$47.2K +584 +20%
CAM
1090
Concorde Asset Management
Michigan
$321K -$56.6K -700 -17%
PPWM
1091
PFG Private Wealth Management
Florida
$321K +$15.2K +188 +6%
UAG
1092
United Advisor Group
Ohio
$318K +$18K +223 +7%
CLOS
1093
Compagnie Lombard Odier SCmA
Switzerland
$316K +$111K +1,370 +67%
WRPWM
1094
Werba Rubin Papier Wealth Management
California
$315K +$7.27K +90 +3%
ACA
1095
Atlas Capital Advisors
Wyoming
$314K – – –
PAM
1096
Palisade Asset Management
Minnesota
$312K – – –
BBA
1097
BLB&B Advisors
Pennsylvania
$311K -$13.8K -171 -5%
EFP
1098
Elser Financial Planning
Indiana
$311K – – –
BBA
1099
Braun-Bostich & Associates
Pennsylvania
$311K -$24.1K -298 -8%
TP
1100
Tranquility Partners
Tennessee
$310K – – –