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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1901
Dividend Assets Capital
South Carolina
$250K – – –
FFG
1902
Ford Financial Group
California
$250K – – –
GAB
1903
German American Bancorp
Indiana
$250K +$240K +1,104 New
HVIA
1904
Hudson Valley Investment Advisors
New York
$249K -$18.2K -84 -7%
UBG
1905
United Bank (Georgia)
Georgia
$249K +$1.3K +6 +0.5%
MLFP
1906
MPS Loria Financial Planners
Illinois
$249K +$9.12K +42 +4%
PMA
1907
Prudent Man Advisors
Illinois
$247K -$115K -531 -33%
APG
1908
Abacus Planning Group
South Carolina
$247K -$3.91K -18 -2%
CFG
1909
CKW Financial Group
Hawaii
$247K +$108K +498 +83%
AWS
1910
Arkfeld Wealth Strategies
Nebraska
$246K -$20.8K -96 -8%
SFWA
1911
Summit Financial Wealth Advisors
Louisiana
$245K +$26.1K +120 +12%
AA
1912
AF Advisors
California
$244K +$227K +1,044 New
AWM
1913
Aevitas Wealth Management
Massachusetts
$243K – – –
RMC
1914
Resources Management Corp
Connecticut
$243K +$56.7K +261 +32%
CP
1915
Castleview Partners
Texas
$243K +$232K +1,071 New
MWM
1916
Minot Wealth Management
Massachusetts
$242K -$140K -645 -37%
KA
1917
Klingman & Associates
New York
$242K -$2.6K -12 -1%
KOMWMG
1918
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K +$651 +3 +0.3%
MP
1919
McDonald Partners
Ohio
$242K +$232K +1,068 New
MFWM
1920
Motley Fool Wealth Management
Virginia
$241K +$13K +60 +6%
OAM
1921
Oak Asset Management
California
$241K +$231K +1,065 New
CWA
1922
Clarus Wealth Advisors
Arizona
$240K – – –
MA
1923
Mosaic Advisors
Texas
$240K +$16.9K +78 +8%
HCA
1924
Heck Capital Advisors
Wisconsin
$239K +$4.56K +21 +2%
CWA
1925
Canvas Wealth Advisors
Kansas
$239K +$229K +1,056 New
75 76
77
78 79