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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
3001
Bull Harbor Capital
Maryland
$314K +$267K +657 New
PRP
3002
Peak Retirement Planning
Ohio
$313K +$812 +2 +0.3%
RI
3003
Rinkey Investments
California
$313K +$266K +655 New
WOSD
3004
WFA of San Diego
California
$313K – – –
HCP
3005
Hexagon Capital Partners
Arkansas
$312K -$19.9K -49 -7%
OE
3006
OFS Enterprise
Nebraska
$312K +$10.1K +25 +4%
AGA
3007
Arkos Global Advisors
Texas
$312K – – –
RWM
3008
Reston Wealth Management
Virginia
$311K -$21.5K -53 -8%
AWMG
3009
Alliance Wealth Management Group
New Jersey
$310K – – –
TCM
3010
Towercrest Capital Management
Pennsylvania
$310K – – –
MFG
3011
Midwest Financial Group
Kansas
$310K – – –
GA
3012
GoalVest Advisory
New York
$309K +$230K +567 +709%
BWS
3013
Buck Wealth Strategies
Colorado
$309K -$12.2K -30 -4%
IAP
3014
Indie Asset Partners
Indiana
$308K +$262K +646 New
RIP
3015
RAM Investment Partners
Washington
$308K +$262K +645 New
KCPG
3016
Kavar Capital Partners Group
Kansas
$307K +$261K +643 New
FC
3017
Financial Council
Maryland
$307K -$21.1K -52 -7%
HNWAG
3018
High Net Worth Advisory Group
Florida
$306K +$2.44K +6 +0.9%
AIP
3019
Arrowpoint Investment Partners
Singapore
$306K +$260K +640 New
WPC
3020
White Pine Capital
Minnesota
$306K +$260K +640 New
CWP
3021
Concord Wealth Partners
Virginia
$305K -$4.87K -12 -2%
PSF
3022
Pacific Sun Financial
California
$305K – – –
RCA
3023
Riverview Capital Advisers
Massachusetts
$305K +$259K +639 New
DCM
3024
Dudley Capital Management
Virginia
$305K – – –
TAP
3025
Tounjian Advisory Partners
Florida
$305K +$259K +638 New