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Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2901
Trust Company of Oklahoma
Oklahoma
$212K +$196K +4,220 New
MWA
2902
Motive Wealth Advisors
Michigan
$212K +$195K +4,215 New
LPFG
2903
Landing Point Financial Group
Ohio
$211K +$195K +4,211 New
AFS
2904
AFG Fiduciary Services
Massachusetts
$211K +$199K +4,301 New
PGA
2905
Portland Global Advisors
Maine
$211K +$195K +4,201 New
TF
2906
Tudor Financial
Ohio
$211K +$195K +4,199 New
FNBOH
2907
First National Bank of Hutchinson
Kansas
$211K +$195K +4,199 New
SOW
2908
State of Wyoming
Wyoming
$210K +$194K +4,186 New
CA
2909
Cambridge Advisors
Nebraska
$210K +$194K +4,183 New
ITIM
2910
Indiana Trust & Investment Management
Indiana
$210K -$1.48K -32 -0.8%
PWA
2911
Pitcairn Wealth Advisors
Pennsylvania
$210K +$4.31K +93 +2%
PCMC
2912
Paragon Capital Management (Colorado)
Colorado
$209K +$193K +4,165 New
GCA
2913
Genesee Capital Advisors
New York
$209K +$193K +4,165 New
RCWM
2914
Royal Capital Wealth Management
Indiana
$209K +$193K +4,161 New
KAM
2915
KEB Asset Management
Illinois
$209K +$193K +4,160 New
FGWP
2916
Founders Grove Wealth Partners
Virginia
$208K +$192K +4,138 New
CCC
2917
Compass Capital Corp
Massachusetts
$207K +$742 +16 +0.4%
SFS
2918
Sharp Financial Services
Pennsylvania
$207K +$191K +4,118 New
NP
2919
NS Partners
United Kingdom
$207K +$191K +4,115 New
WTB
2920
Washington Trust Bank
Washington
$206K +$191K +4,112 New
EWM
2921
Endowment Wealth Management
Wisconsin
$206K +$190K +4,105 New
FP
2922
Financial Perspectives
Minnesota
$206K +$14.2K +307 +8%
WAOI
2923
Wealth Advisors of Iowa
Iowa
$206K +$190K +4,100 New
CA
2924
Callahan Advisors
Texas
$206K +$190K +4,100 New
FPCG
2925
Forum Private Client Group
Indiana
$205K +$190K +4,091 New