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Name Holding Trade Value Shares
Change
Change in
Stake
WF
2526
WoodTrust Financial
Wisconsin
$614K +$522K +1,286 New
OWA
2527
Outlook Wealth Advisors
Texas
$613K -$2.44K -6 -0.5%
RA
2528
Rubicon Advisors
California
$613K +$110K +270 +27%
OC
2529
Oakworth Capital
Alabama
$613K -$306K -754 -36%
JWM
2530
Jeppson Wealth Management
California
$613K -$36.5K -90 -7%
GWM
2531
GDS Wealth Management
Texas
$613K +$243K +598 +87%
DWA
2532
Dougherty Wealth Advisers
Minnesota
$612K
SFG
2533
Shum Financial Group
California
$612K +$520K +1,282 New
ML
2534
Mayport LLC
Massachusetts
$612K +$118K +290 +29%
FDW
2535
Fourth Dimension Wealth
Ohio
$611K -$47.5K -117 -8%
UAS
2536
United Asset Strategies
New York
$607K -$4.06K -10 -0.8%
SFG
2537
Synergy Financial Group
California
$607K +$67.8K +167 +15%
MAG
2538
Mokosak Advisory Group
Iowa
$604K
CA
2539
CGN Advisors
Kansas
$603K +$235K +578 +84%
KA
2540
KDT Advisors
New York
$603K
SC
2541
Solstein Capital
California
$603K
OIA
2542
Oakmont Investment Advisors
Pennsylvania
$603K +$812 +2 +0.2%
FMP
2543
Financial Management Professionals
Texas
$603K +$32.1K +79 +7%
W
2544
Wealthquest
Ohio
$602K -$17.9K -44 -3%
RTC
2545
Real Talk Capital
Tennessee
$599K -$6.49K -16 -1%
OCG
2546
Opus Capital Group
Ohio
$599K +$53.2K +131 +12%
PAG
2547
Powers Advisory Group
Illinois
$599K +$4.87K +12 +1%
TSW
2548
Three Seasons Wealth
Utah
$598K +$215K +529 +73%
CIM
2549
Catalyst Investment Management
New Hampshire
$597K -$27.2K -67 -5%
BDFN
2550
Bond & Devick Financial Network
Minnesota
$593K -$9.74K -24 -2%