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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1601
Heritage Wealth Advisors
Virginia
$730K
KFA
1602
Kelleher Financial Advisors
New York
$729K -$6.09K -60 -0.9%
NCM
1603
Nelson Capital Management
California
$728K
ECM
1604
EagleClaw Capital Management
Massachusetts
$728K +$15K +148 +2%
NG
1605
NWK Group
California
$727K +$20K +197 +3%
FC
1606
FORA Capital
Florida
$726K +$677K +6,675 New
BCP
1607
Blackhawk Capital Partners
Wisconsin
$725K -$597K -5,880 -43%
OAM
1608
Optimal Asset Management
California
$724K -$350K -3,452 -34%
LIM
1609
Loudon Investment Management
New Hampshire
$724K
TGAM
1610
TBH Global Asset Management
Tennessee
$724K +$10.3K +102 +2%
HKIM
1611
Hayek Kallen Investment Management
Alabama
$722K -$10.1K -100 -1%
W
1612
WealthStone
Ohio
$722K +$673K +6,630 New
BWA
1613
BDO Wealth Advisors
Florida
$721K -$4.67K -46 -0.7%
ATC
1614
Adirondack Trust Company
New York
$720K -$107K -1,050 -14%
Wealth Enhancement Advisory Services
1615
Wealth Enhancement Advisory Services
Minnesota
$718K -$56.4K -556 -8%
AWA
1616
ARS Wealth Advisors
Florida
$718K +$406 +4 +0.1%
DIM
1617
Delta Investment Management
California
$717K -$92.2K -909 -12%
ACM
1618
Allred Capital Management
Texas
$717K -$27.5K -271 -4%
PBO
1619
Peoples Bank (Ohio)
Ohio
$717K +$42.9K +423 +7%
TCWM
1620
Total Clarity Wealth Management
Illinois
$716K +$46.2K +455 +7%
WCM
1621
WealthBridge Capital Management
Ohio
$714K -$15.7K -155 -2%
SH
1622
Svenska Handelsbanken
Sweden
$712K
ACI
1623
Alpha Cubed Investments
California
$709K -$91.3K -900 -12%
BW
1624
Bison Wealth
Georgia
$708K -$93.1K -918 -12%
PAWC
1625
P.A.W. Capital
Connecticut
$707K -$50.7K -500 -7%