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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1951
Trilogy Capital
California
$254K -$16.4K -823 -7%
LIA
1952
LBMC Investment Advisors
Tennessee
$254K -$39.7K -1,995 -15%
ACS
1953
Archford Capital Strategies
Illinois
$254K – – –
TPWA
1954
TRUE Private Wealth Advisors
Oregon
$254K -$63.7K -3,201 -22%
MIC
1955
Means Investment Company
Maine
$253K +$696 +35 +0.3%
WJA
1956
Willis Johnson & Associates
Texas
$253K -$39.7K -1,997 -15%
TA
1957
TFB Advisors
Kansas
$253K +$2.83K +142 +1%
PPH
1958
Pure Portfolios Holdings
Oregon
$252K +$228K +11,460 New
RWM
1959
Rockline Wealth Management
New York
$252K – – –
CWM
1960
Collaborative Wealth Management
Florida
$252K +$18.4K +926 +9%
EB
1961
Exchange Bank
California
$251K – – –
KA
1962
Klingman & Associates
New York
$251K -$2.94K -148 -1%
RFS
1963
Richardson Financial Services
Massachusetts
$251K – – –
OCBCO
1964
Oversea-Chinese Banking Corp (OCBC)
Singapore
$250K -$222K -11,153 -49%
WCFA
1965
Walkner Condon Financial Advisors
Wisconsin
$250K -$4.16K -209 -2%
CFG
1966
Clayton Financial Group
Missouri
$250K +$8.2K +412 +4%
IA
1967
Insight Advisors
Pennsylvania
$250K +$12.8K +642 +6%
WMA
1968
West Michigan Advisors
Michigan
$249K +$225K +11,322 New
BIG
1969
Builder Investment Group
Georgia
$249K -$60 -3 -0%
OWA
1970
Opal Wealth Advisors
New York
$248K +$78.7K +3,955 +54%
GBT
1971
Grove Bank & Trust
Florida
$248K -$27.7K -1,393 -11%
POIA
1972
Pin Oak Investment Advisors
Texas
$248K – – –
FWA
1973
FSM Wealth Advisors
Ohio
$248K -$19.2K -967 -8%
SFG
1974
SevenBridge Financial Group
Pennsylvania
$248K -$13.4K -675 -6%
CWM
1975
Connecticut Wealth Management
Connecticut
$247K -$89K -4,473 -28%