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Name Holding Trade Value Shares
Change
Change in
Stake
WGC
2301
Watts Gwilliam & Co
Arizona
$308K – – –
ISFAN
2302
Investor's Fiduciary Advisor Network
Washington
$308K +$270K +1,105 New
WMA
2303
Wealth Management Associates
New Jersey
$307K +$269K +1,098 New
HBW
2304
Hazlett, Burt & Watson
West Virginia
$306K +$135K +552 +101%
AGA
2305
Arkos Global Advisors
Texas
$306K +$268K +1,094 New
AFA
2306
Allium Financial Advisors
Oregon
$306K – – –
JWM
2307
JDH Wealth Management
California
$305K – – –
BWA
2308
Blodgett Wealth Advisors
California
$304K – – –
EFP
2309
Elser Financial Planning
Indiana
$304K – – –
CPP
2310
Capasso Planning Partners
South Carolina
$304K -$61.9K -253 -19%
SQA
2311
Simon Quick Advisors
New Jersey
$303K -$186K -760 -41%
APG
2312
Abacus Planning Group
South Carolina
$302K – – –
CFA
2313
Capstone Financial Advisors
Illinois
$302K +$265K +1,082 New
AA
2314
Aire Advisors
California
$302K -$138K -565 -34%
PK
2315
Pflug Koory
Nebraska
$302K -$12.7K -52 -5%
COCM
2316
Charter Oak Capital Management
New Hampshire
$302K +$25.2K +103 +11%
OHIS
2317
Oak Harvest Investment Services
Texas
$300K – – –
MWM
2318
Mindset Wealth Management
Indiana
$300K +$262K +1,073 New
RCWM
2319
Red Crane Wealth Management
California
$300K -$134K -550 -34%
SIC
2320
SFE Investment Counsel
California
$298K +$29.3K +120 +13%
CI
2321
CX Institutional
Indiana
$298K +$65K +266 +33%
SNWA
2322
Siligmueller & Norvid Wealth Advisors
Illinois
$297K +$260K +1,065 New
RW
2323
REDW Wealth
New Mexico
$297K +$260K +1,064 New
ACM
2324
Arlington Capital Management
Illinois
$297K +$24K +98 +10%
OFG
2325
Oxford Financial Group
Indiana
$297K +$21.8K +89 +9%