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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1876
RB Capital Management
Nevada
$640K +$16.9K +391 +3%
ANC
1877
Ames National Corp
Iowa
$640K +$251K +5,802 +66%
KWM
1878
Kiker Wealth Management
Georgia
$640K -$50.6K -1,168 -7%
JC
1879
Jacobs & Co
California
$637K -$4.33K -100 -0.7%
RPGNY
1880
Retirement Planning Group (New York)
New York
$636K +$56.7K +1,310 +10%
AFM
1881
Abbot Financial Management
Massachusetts
$636K -$2.16K -50 -0.3%
OWP
1882
Obermeyer Wealth Partners
Colorado
$635K +$17.5K +404 +3%
BFG
1883
Birch Financial Group
New Hampshire
$635K +$85.2K +1,969 +16%
AG
1884
AmeriFlex Group
Nevada
$632K +$434K +10,028 +230%
LWA
1885
Lantern Wealth Advisors
New York
$632K -$92.9K -2,145 -13%
PPWM
1886
Paragon Private Wealth Management
Kentucky
$631K +$69.8K +1,613 +13%
FAN
1887
Financial Advisors Network
California
$631K +$28.6K +660 +5%
TWM
1888
Trueblood Wealth Management
Ohio
$631K -$15.8K -364 -2%
FFA
1889
Fragasso Financial Advisors
Pennsylvania
$630K -$4.24K -98 -0.7%
CCB
1890
Country Club Bank
Missouri
$630K -$18.6K -429 -3%
CC
1891
Constitution Capital
Connecticut
$629K +$620K +14,312 New
DWMS
1892
Dominguez Wealth Management Solutions
Virginia
$629K +$12K +278 +2%
CI
1893
Cherokee Insurance
Michigan
$628K – – –
B
1894
Bellecapital
Switzerland
$628K -$1.53M -35,446 -71%
CWMGO
1895
Capstone Wealth Management Group (Oregon)
Oregon
$626K +$46.7K +1,079 +8%
A
1896
Allianz
Germany
$625K – – –
CST
1897
Charles Schwab Trust
Nevada
$624K +$46.6K +1,077 +8%
GCP
1898
GSA Capital Partners
United Kingdom
$623K -$769K -17,770 -56%
KF
1899
Krilogy Financial
Missouri
$622K +$58.1K +1,342 +9%
SFWC
1900
Strategic Family Wealth Counselors
New Jersey
$622K -$130 -3 -0%
74 75
76
77 78