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Name Holding Trade Value Shares
Change
Change in
Stake
UBG
1301
United Bank (Georgia)
Georgia
$970K -$8.15K -305 -0.9%
LWMNY
1302
Landmark Wealth Management (New York)
New York
$970K +$894K +33,461 New
CL
1303
COWA LLC
Oklahoma
$970K -$313K -11,713 -26%
FNA
1304
First National Advisers
Nebraska
$964K -$15.1K -566 -2%
TAM
1305
Tealwood Asset Management
Minnesota
$962K -$3.66K -137 -0.4%
UCI
1306
Uncommon Cents Investing
Wisconsin
$957K +$12.8K +480 +1%
PCMH
1307
Polymer Capital Management (HK)
Hong Kong
$957K +$882K +33,000 New
FFP
1308
FourThought Financial Partners
Florida
$957K -$159K -5,968 -15%
MWA
1309
Meridian Wealth Advisors
Texas
$955K -$24.6K -921 -3%
JC
1310
JB Capital
Connecticut
$954K -$5.02K -188 -0.6%
MAMG
1311
Milestone Asset Management Group
Connecticut
$954K -$1.39K -52 -0.2%
GC
1312
Gilbert & Cook
Iowa
$953K +$19.7K +738 +2%
GM
1313
GeoWealth Management
Illinois
$951K +$66.6K +2,494 +8%
AAG
1314
Armstrong Advisory Group
Massachusetts
$951K -$95.9K -3,589 -10%
VAG
1315
VisionPoint Advisory Group
Texas
$951K -$29.1K -1,090 -3%
FWM
1316
Forza Wealth Management
Florida
$949K
TL
1317
Tradewinds LLC
North Carolina
$949K +$1.74K +65 +0.2%
MCA
1318
Magnolia Capital Advisors
Mississippi
$948K +$190K +7,111 +28%
WA
1319
WESPAC Advisors
California
$947K -$209K -7,830 -19%
RFA
1320
Rollins Financial Advisors
New York
$946K +$64.2K +2,403 +8%
CCWM
1321
Cassaday & Co Wealth Management
Virginia
$946K +$828 +31 +0.1%
SP
1322
Symmetry Partners
Connecticut
$945K -$107K -3,994 -11%
OWM
1323
Orca Wealth Management
Florida
$943K +$160 +6 +0%
FFG
1324
Fortem Financial Group
California
$940K +$59.2K +2,215 +7%
VCM
1325
Virtue Capital Management
Tennessee
$939K +$52.4K +1,960 +6%