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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2226
TriaGen Wealth Management
California
$231K – – –
SAF
2227
Smith Anglin Financial
Texas
$231K +$7K +333 +3%
WI
2228
WBI Investments
New Jersey
$231K +$255K +12,154 New
PA
2229
Paragon Advisors
Texas
$230K -$95.8K -4,559 -29%
RPG
2230
Resource Planning Group
Georgia
$230K -$2.21K -105 -0.9%
RHP
2231
Royal Harbor Partners
Texas
$229K +$8.36K +398 +4%
PCP
2232
Proficio Capital Partners
Massachusetts
$228K -$103K -4,926 -31%
LC
2233
Landaas & Company
Wisconsin
$228K -$34.7K -1,654 -13%
CP
2234
Camelot Portfolios
Ohio
$228K +$63 +3 +0%
SHWM
2235
Silicon Hills Wealth Management
Texas
$228K +$235K +11,177 New
RIA
2236
RPG Investment Advisory
California
$227K -$47.6K -2,268 -17%
PMAM
2237
Penn Mutual Asset Management
Pennsylvania
$227K +$27.1K +1,291 +12%
SLWS
2238
Swaine & Leidel Wealth Services
Florida
$227K +$235K +11,164 New
ODG
2239
O'Dell Group
Ohio
$226K +$168 +8 +0.1%
GCM
2240
Gladius Capital Management
Illinois
$226K +$102K +4,855 +78%
AWC
2241
Abundance Wealth Counselors
Pennsylvania
$225K +$6.51K +310 +3%
OWP
2242
Obermeyer Wealth Partners
Colorado
$225K +$232K +11,022 New
TCOO
2243
Trust Company of Oklahoma
Oklahoma
$225K +$11.7K +558 +5%
ODCM
2244
Old Dominion Capital Management
Virginia
$223K -$100K -4,764 -30%
CCM
2245
Chickasaw Capital Management
Tennessee
$223K – – –
FBA
2246
Front Barnett Associates
Illinois
$223K – – –
MAG
2247
MRA Advisory Group
New Jersey
$223K +$105 +5 +0%
LIM
2248
Lathrop Investment Management
Arkansas
$222K -$3.91K -186 -2%
AIA
2249
Arbor Investment Advisors
North Carolina
$222K – – –
PBF
2250
Petix & Botte Financial
California
$222K +$229K +10,902 New