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Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
1876
Vista Investment Partners II
Indiana
$340K +$336K +14,933 New
CNBTD
1877
Citizens National Bank Trust Department
Mississippi
$339K -$5.63K -250 -2%
SCM
1878
Steele Capital Management
Iowa
$339K +$180 +8 +0.1%
HGWM
1879
Horst & Graben Wealth Management
Oregon
$339K -$41.8K -1,859 -11%
1WM
1880
1900 Wealth Management
Texas
$338K +$135 +6 +0%
FFA
1881
Fi3 Financial Advisors
Indiana
$338K +$3.49K +155 +1%
COCM
1882
Charter Oak Capital Management
New Hampshire
$338K -$6.71K -298 -2%
JCM
1883
Jag Capital Management
Missouri
$338K -$17.5K -777 -5%
SFG
1884
Shum Financial Group
California
$337K -$15.3K -681 -4%
CA
1885
CapWealth Advisors
Tennessee
$337K -$36K -1,599 -10%
BWM
1886
Bullock Wealth Management
Indiana
$337K -$5.27K -234 -2%
TC
1887
Truvestments Capital
Florida
$335K +$5.85K +260 +2%
Baker Avenue Asset Management
1888
Baker Avenue Asset Management
California
$335K +$64.1K +2,849 +24%
BWMG
1889
Barnes Wealth Management Group
California
$334K +$330K +14,647 New
PSC
1890
Prentiss Smith & Co
Vermont
$333K -$6.95K -309 -2%
IP
1891
Intellectus Partners
California
$333K +$16.9K +750 +5%
MAM
1892
Mystic Asset Management
Rhode Island
$333K +$329K +14,626 New
AAS
1893
Asset Allocation Strategies
Michigan
$332K -$1.33K -59 -0.4%
PAMG
1894
Patton Albertson Miller Group
Tennessee
$332K +$90.6K +4,024 +38%
WMWM
1895
Whitaker-Myers Wealth Managers
Ohio
$332K +$328K +14,567 New
MWPCG
1896
Measured Wealth Private Client Group
New Hampshire
$332K +$328K +14,565 New
BFG
1897
Beacon Financial Group
Texas
$332K -$30.9K -1,371 -9%
NFC
1898
Northstar Financial Companies
Pennsylvania
$330K +$326K +14,502 New
TWP
1899
Tempus Wealth Planning
California
$329K -$2.66K -118 -0.8%
PM
1900
Penbrook Management
New York
$329K – – –