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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2601
Texas Capital Bank Wealth Management Services
Texas
$426K -$440K -1,319 -45%
MA
2602
Modus Advisors
Minnesota
$426K +$10.7K +32 +2%
FEG
2603
Financial Enhancement Group
Indiana
$425K +$40.3K +121 +7%
KNW
2604
Kesler Norman & Wride
Utah
$425K -$513K -1,539 -48%
RIM
2605
RW Investment Management
Idaho
$425K -$310K -930 -36%
BDWCC
2606
B&D White Capital Company
Texas
$425K +$546K +1,638 New
PWA
2607
Prairie Wealth Advisors
Nebraska
$424K -$673K -2,020 -55%
MWM
2608
MOKAN Wealth Management
Kansas
$424K +$30.3K +91 +6%
AWM
2609
Accel Wealth Management
Iowa
$423K +$125K +374 +30%
TC
2610
Truvestments Capital
Florida
$421K +$26.3K +79 +5%
CFGW
2611
Chancellor Financial Group WB
Pennsylvania
$421K +$65K +195 +14%
HC
2612
Hamilton Capital
Ohio
$420K -$43.7K -131 -7%
EA
2613
Emerald Advisers
Pennsylvania
$420K -$131K -392 -19%
EP
2614
EPIQ Partners
Minnesota
$419K -$41.3K -124 -7%
RMP
2615
Richards, Merrill & Peterson
Washington
$419K -$95.3K -286 -15%
PC
2616
Prairiewood Capital
North Dakota
$418K – – –
AF
2617
Apollon Financial
South Carolina
$418K +$51.3K +154 +11%
GFP
2618
Guardian Financial Partners
California
$418K -$11K -33 -2%
BP
2619
BWM Planning
Texas
$417K +$7.33K +22 +1%
CC
2620
Centiva Capital
New York
$417K -$81M -242,986 -99%
DWM
2621
DKM Wealth Management
California
$417K +$121K +363 +29%
NIA
2622
NBZ Investment Advisors
Tennessee
$416K +$120K +359 +29%
MFA
2623
Morling Financial Advisors
California
$415K +$254K +762 +91%
SA
2624
Stewardship Advisors
Pennsylvania
$415K +$18K +54 +3%
HFAS
2625
Hummer Financial Advisory Services
Illinois
$415K – – –
103 104
105
106 107