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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2376
Cannon Financial Strategists
Georgia
$244K
FBFS
2377
First Business Financial Services
Wisconsin
$244K +$6.62K +233 +3%
OPCM
2378
Osborne Partners Capital Management
California
$243K +$245K +8,616 New
ICM
2379
IMS Capital Management
Oregon
$243K -$9.94K -350 -4%
HWA
2380
HMV Wealth Advisors
Louisiana
$243K -$486K -17,127 -67%
SI
2381
Saxon Interests
Texas
$242K -$9.57K -337 -4%
FIC
2382
FCG Investment Company
Tennessee
$242K -$91.8K -3,232 -27%
WF
2383
Wayfinding Financial
Washington
$242K -$880 -31 -0.4%
RFG
2384
RFP Financial Group
Georgia
$242K +$1.02K +36 +0.4%
AWG
2385
Altus Wealth Group
Colorado
$242K -$15.7K -552 -6%
MWM
2386
Maridea Wealth Management
New York
$241K -$96.3K -3,392 -27%
GKIM
2387
GW&K Investment Management
Massachusetts
$241K +$426 +15 +0.2%
CF
2388
Claris Financial
Virginia
$241K +$242K +8,521 New
LIG
2389
Lokken Investment Group
Delaware
$240K +$13.7K +483 +6%
EWA
2390
Etesian Wealth Advisors
Oregon
$240K -$29.9K -1,053 -11%
GWMIA
2391
Global Wealth Management Investment Advisory
Florida
$240K +$33.6K +1,185 +16%
3IP
2392
3Chopt Investment Partners
Virginia
$240K +$26.6K +935 +12%
FGWP
2393
Founders Grove Wealth Partners
Virginia
$240K +$241K +8,483 New
AFA
2394
Allium Financial Advisors
Oregon
$239K +$653 +23 +0.3%
KHCM
2395
Kirtland Hills Capital Management
Ohio
$239K
LWM
2396
Lionshead Wealth Management
New York
$238K +$239K +8,423 New
WB
2397
West Bancorporation
Iowa
$237K -$100K -3,521 -30%
I
2398
INVST
Indiana
$237K -$28.9K -1,018 -11%
BOS
2399
Bank of Stockton
California
$237K +$17.9K +629 +8%
PAA
2400
Peregrine Asset Advisers
Oregon
$237K