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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1901
Operose Advisors
Wisconsin
$234K +$51.1K +3,000 +26%
LFA
1902
LGT Financial Advisors
Texas
$234K +$7.32K +430 +3%
PRC
1903
Pearl River Capital
Michigan
$233K +$249K +14,600 New
CT
1904
Colonial Trust
South Carolina
$232K +$3.46K +203 +1%
TLP
1905
Trinity Legacy Partners
Texas
$231K -$4.36K -256 -2%
ACG
1906
Allen Capital Group
Nebraska
$231K -$2.18M -128,244 -90%
TAIM
1907
TD Ameritrade Investment Management
Nebraska
$230K -$95.4K -5,603 -28%
AIS
1908
AM Investment Strategies
Tennessee
$230K +$245K +14,409 New
RA
1909
Rational Advisors
New York
$230K +$245K +14,411 New
NAS
1910
NWF Advisory Services
California
$230K
MHB
1911
Midwest Heritage Bank
Iowa
$229K
MFGM
1912
Marshall Financial Group (Maryland)
Maryland
$229K -$8.04K -472 -3%
SFA
1913
Source Financial Advisors
New York
$229K -$1.67K -98 -0.7%
AIM
1914
Acropolis Investment Management
Missouri
$228K -$161K -9,459 -40%
NC
1915
NBW Capital
Massachusetts
$227K +$6.34K +372 +3%
CB
1916
Centennial Bank
Arkansas
$226K -$168K -9,835 -41%
TW
1917
TrinityPoint Wealth
Connecticut
$225K -$74.7K -4,386 -24%
CTA
1918
Colonial Trust Advisors
South Carolina
$225K -$60.5K -3,554 -20%
MPW
1919
Monterey Private Wealth
California
$225K +$240K +14,089 New
CBT
1920
Central Bank & Trust
Kentucky
$225K -$41.4K -2,432 -15%
SKK
1921
Shepherd Kaplan Krochuk
Massachusetts
$225K
AAMA
1922
Advanced Asset Management Advisors
Ohio
$224K -$6.23K -366 -3%
WTFG
1923
Wells Trecaso Financial Group
Ohio
$224K -$3.41K -200 -1%
DWM
1924
Darwin Wealth Management
Florida
$224K +$32.2K +1,890 +15%
ACA
1925
Affinity Capital Advisors
California
$223K +$8.6K +505 +4%