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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1876
Cypress Wealth Services
California
$278K +$27.4K +1,529 +11%
APW
1877
Austin Private Wealth
Texas
$278K -$28.8K -1,610 -10%
WA
1878
Wealth Architects
California
$278K +$84.4K +4,713 +45%
KIG
1879
Kennedy Investment Group
New Jersey
$277K +$270K +15,057 New
DCM
1880
Driehaus Capital Management
Illinois
$277K +$19.4K +1,084 +8%
IAP
1881
Indie Asset Partners
Indiana
$277K +$7.7K +430 +3%
B
1882
Bensler
Washington
$277K -$5.39K -301 -2%
BOC
1883
Barbara Oil Co
Illinois
$276K
PCMU
1884
Paragon Capital Management (Utah)
Utah
$276K
ME
1885
McIlrath & Eck
Washington
$276K +$18.4K +1,029 +7%
T
1886
TCWP
Ohio
$275K -$66.6K -3,722 -20%
FWSM
1887
First Wilshire Securities Management
California
$275K +$3.4K +190 +1%
FFS
1888
Founders Financial Securities
Maryland
$274K +$1.34K +75 +0.5%
BFM
1889
Boston Financial Management
Massachusetts
$274K -$192K -10,740 -42%
CBT
1890
Central Bank & Trust
Kentucky
$273K
CFFP
1891
Center for Financial Planning
Michigan
$273K -$6.17K -345 -2%
WPP
1892
Whalerock Point Partners
Rhode Island
$273K -$12.3K -689 -4%
BCP
1893
Blue Chip Partners
Michigan
$273K -$716 -40 -0.3%
SCI
1894
Stableford Capital II
Arizona
$273K
FG
1895
Foster Group
Iowa
$273K +$34.4K +1,919 +15%
SAM
1896
Secure Asset Management
Michigan
$273K +$67.7K +3,781 +34%
TT
1897
TI-Trust
Illinois
$272K
TLP
1898
Trinity Legacy Partners
Texas
$272K +$264K +14,767 New
HI
1899
Harrington Investments
California
$272K +$7.16K +400 +3%
SL
1900
SWMG LLC
Texas
$271K +$2.22K +124 +0.8%