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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1701
Moser Wealth Advisors
Washington
$131K
HGERS
1702
Householder Group Estate & Retirement Specialist
Arizona
$130K +$14.3K +115 +14%
RFG
1703
RFP Financial Group
Georgia
$129K -$5.71K -46 -5%
RFA
1704
Register Financial Advisors
Georgia
$128K +$117K +942 New
FAM
1705
Formidable Asset Management
Ohio
$126K +$115K +926 New
LI
1706
LRI Investments
Florida
$125K +$114K +919 New
FCA
1707
FinTrust Capital Advisors
South Carolina
$125K -$70.4K -567 -38%
PMFA
1708
Plante Moran Financial Advisors
Michigan
$124K -$39K -314 -26%
BGAI
1709
Bruce G. Allen Investments
Colorado
$124K -$2.98K -24 -3%
JSP
1710
Jackson Square Partners
California
$122K +$53.7K +432 +93%
TFM
1711
TFC Financial Management
Massachusetts
$120K -$12.4K -100 -10%
CFG
1712
CKW Financial Group
Hawaii
$120K
PK
1713
Pflug Koory
Nebraska
$119K
NIC
1714
Northwest Investment Counselors
Oregon
$119K +$109K +874 New
FMP
1715
Financial Management Professionals
Texas
$117K +$994 +8 +0.9%
CBT
1716
Central Bank & Trust
Kentucky
$117K -$33.3K -268 -24%
FFA
1717
Frazier Financial Advisors
Ohio
$111K +$30.2K +243 +42%
LWCFA
1718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K
HCP
1719
Hexagon Capital Partners
Arkansas
$110K -$20.7K -167 -17%
CJ
1720
Caitlin John
Michigan
$107K -$8.45K -68 -8%
AWM
1721
Atticus Wealth Management
Florida
$101K
RG
1722
Retirement Group
California
$101K +$11.2K +90 +14%
CA
1723
Crewe Advisors
Utah
$100K +$91.4K +736 New
KFI
1724
Key Financial Inc
Pennsylvania
$99.7K
PCMC
1725
Planning Capital Management Corporation
Pennsylvania
$97.1K +$72.7K +585 +453%