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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1151
Cypress Capital Group
Florida
$221K +$216K +1,840 New
EW
1152
Evoke Wealth
California
$220K – – –
BOS
1153
Bingham Osborn & Scarborough
California
$218K +$213K +1,814 New
DS
1154
DRW Securities
Illinois
$218K +$213K +1,818 New
AM
1155
Atwater Malick
Pennsylvania
$217K – – –
BO
1156
BRR OpCo
Ohio
$217K – – –
DBT
1157
Dubuque Bank & Trust
Iowa
$217K +$211K +1,802 New
SWRP
1158
Summit Wealth & Retirement Planning
California
$216K – – –
AFM
1159
Abbot Financial Management
Massachusetts
$216K +$211K +1,799 New
PDM
1160
Penn Davis McFarland
Texas
$216K +$211K +1,800 New
FRA
1161
Frank Rimerman Advisors
California
$215K +$210K +1,792 New
OIA
1162
Optimum Investment Advisors
Illinois
$213K +$23.4K +200 +13%
CF
1163
Centaurus Financial
California
$212K +$101K +861 +95%
AA
1164
Auxano Advisors
Washington
$211K – – –
MMG
1165
Monetary Management Group
Missouri
$210K – – –
WJA
1166
Willis Johnson & Associates
Texas
$210K +$205K +1,748 New
HI
1167
Horizon Investments
North Carolina
$209K +$203K +1,736 New
BFPW
1168
BOK Financial Private Wealth
Colorado
$208K +$203K +1,735 New
AFM
1169
Andesa Financial Management
Pennsylvania
$207K -$67.6K -577 -25%
MAM
1170
Meeder Asset Management
Ohio
$207K +$114K +972 +130%
PIP
1171
Peachtree Investment Partners
Florida
$207K +$202K +1,722 New
GTAM
1172
Global Trust Asset Management
Florida
$204K +$1.99K +17 +1%
OWA
1173
Outlook Wealth Advisors
Texas
$204K +$199K +1,697 New
Verition Fund Management
1174
Verition Fund Management
Connecticut
$203K +$198K +1,692 New
WA1
1175
Wimmer Associates 1
California
$202K +$197K +1,681 New