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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1901
Ballast Advisors
Minnesota
$445K +$2.3K +103 +0.5%
TWP
1902
Tempus Wealth Planning
California
$444K +$4.58K +205 +1%
DOA
1903
D'Orazio & Associates
Virginia
$444K +$17.7K +792 +4%
WIM
1904
Wittenberg Investment Management
Massachusetts
$443K
GG
1905
GenWealth Group
New Jersey
$441K +$2.46K +110 +0.5%
WCM
1906
WealthBridge Capital Management
Ohio
$440K +$18.4K +824 +4%
SC
1907
Saturna Capital
Washington
$440K +$87.3K +3,906 +24%
SFP
1908
Shepherd Financial Partners
Massachusetts
$439K -$466K -20,839 -51%
AC
1909
Apella Capital
Connecticut
$439K +$75.6K +3,382 +20%
IF
1910
IRON Financial
Illinois
$438K +$2.52K +113 +0.6%
BFC
1911
Bedel Financial Consulting
Indiana
$438K +$6.64K +297 +1%
EIG
1912
Ellenbecker Investment Group
Wisconsin
$438K +$52.8K +2,361 +13%
SEIA
1913
Signature Estate & Investment Advisors
California
$438K +$93K +4,160 +26%
SJIM
1914
St. Johns Investment Management
Florida
$437K +$2.57K +115 +0.6%
OWA
1915
Outlook Wealth Advisors
Texas
$436K +$20.7K +926 +5%
MWA
1916
Meridian Wealth Advisors
Texas
$435K +$37K +1,656 +9%
OL
1917
Optas LLC
Texas
$432K +$449K +20,089 New
BRC
1918
Bell Rock Capital
Delaware
$430K -$38.2K -1,710 -8%
MMA
1919
Miracle Mile Advisors
California
$428K -$295K -13,211 -40%
IWA
1920
Inspirion Wealth Advisors
Illinois
$428K -$41.4K -1,853 -9%
BOC
1921
Barbara Oil Co
Illinois
$428K
CBT
1922
Central Bank & Trust
Kentucky
$428K +$8.63K +386 +2%
MWM
1923
Merriman Wealth Management
Washington
$427K -$22.5K -1,008 -5%
VWM
1924
Venturi Wealth Management
Texas
$426K -$473K -21,184 -52%
FFG
1925
Ford Financial Group
California
$426K -$144K -6,465 -25%