Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
2676
Signature Resources Capital Management
California
$294K -$4.79K -21 -2%
MWA
2677
MN Wealth Advisors
Kansas
$294K +$1.37K +6 +0.5%
CTA
2678
Colonial Trust Advisors
South Carolina
$293K -$57.2K -251 -18%
KFS
2679
Kelly Financial Services
Massachusetts
$293K +$17.3K +76 +7%
JWS
2680
Juncture Wealth Strategies
Arizona
$293K -$2.28K -10 -0.9%
EFG
2681
Elios Financial Group
Ohio
$292K +$254K +1,115 New
SFG
2682
SevenBridge Financial Group
Pennsylvania
$292K +$190K +833 New
MWM
2683
Mosley Wealth Management
California
$291K +$303K +1,330 New
ACM
2684
Arcataur Capital Management
Wisconsin
$290K -$185K -812 -42%
ST
2685
Sentinel Trust
Texas
$290K -$2.51K -11 -1%
GPWA
2686
Great Point Wealth Advisors
Massachusetts
$289K +$252K +1,105 New
OWP
2687
ORG Wealth Partners
Texas
$289K +$252K +1,104 New
CF
2688
Clarity Financial
Texas
$288K +$5.47K +24 +2%
MWA
2689
Meridian Wealth Advisors
Texas
$288K -$26K -114 -9%
AP
2690
Appleton Partners
Massachusetts
$288K -$153K -672 -38%
NDSI
2691
Newman Dignan & Sheerar Inc
Rhode Island
$288K -$7.98K -35 -3%
PWH
2692
Priebe Wealth Holdings
Minnesota
$288K -$2.74K -12 -1%
AWM
2693
Accel Wealth Management
Iowa
$288K +$251K +1,099 New
CPW
2694
Catalyst Private Wealth
California
$287K +$1.14K +5 +0.5%
UBG
2695
United Bank (Georgia)
Georgia
$287K +$250K +1,097 New
ODA
2696
One Degree Advisors
California
$287K – – –
HI
2697
Human Investing
Oregon
$287K +$12.1K +53 +5%
AA
2698
AlphaMark Advisors
Kentucky
$286K +$33.3K +146 +15%
TCPG
2699
Trivant Custom Portfolio Group
California
$286K – – –
SFG
2700
Sunburst Financial Group
Alabama
$286K -$15.7K -69 -6%