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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1801
Aaron Wealth Advisors
Illinois
$634K +$54K +507 +10%
VHAM
1802
Van Hulzen Asset Management
California
$633K +$261K +2,446 +73%
FIM
1803
Freedom Investment Management
Connecticut
$632K -$4.26K -40 -0.7%
OWA
1804
Opal Wealth Advisors
New York
$630K +$169K +1,586 +38%
Focus Partners Advisor Solutions
1805
Focus Partners Advisor Solutions
Missouri
$629K +$161K +1,509 +35%
SCI
1806
Stableford Capital II
Arizona
$628K +$640K +6,000 New
BWM
1807
Baystate Wealth Management
Massachusetts
$627K +$32.1K +301 +6%
FNT
1808
First Nebraska Trust
Nebraska
$626K – – –
FCFC
1809
First Commonwealth Financial Corp
Pennsylvania
$623K -$31.2K -293 -5%
NWA
1810
New World Advisors
Massachusetts
$623K +$7.67K +72 +2%
AT
1811
Avalon Trust
New Mexico
$623K +$20.3K +190 +3%
AWM
1812
Angeles Wealth Management
California
$621K +$123K +1,157 +25%
AO
1813
Advisor OS
Illinois
$621K -$1.07K -10 -0.2%
LWAM
1814
Legacy Wealth Asset Management
Minnesota
$619K -$2.02K -19 -0.3%
NDSI
1815
Newman Dignan & Sheerar Inc
Rhode Island
$618K -$42.7K -401 -7%
EFG
1816
Everhart Financial Group
Ohio
$615K +$70.8K +664 +13%
RFG
1817
Range Financial Group
Oregon
$615K -$72.8K -683 -11%
CIM
1818
CIM Investment Management
Pennsylvania
$613K +$1.28K +12 +0.2%
KWS
1819
Keystone Wealth Services
California
$611K -$14.4K -135 -2%
ATFA
1820
All Terrain Financial Advisors
Minnesota
$611K – – –
APW
1821
Acima Private Wealth
Virginia
$611K – – –
SCA
1822
Sippican Capital Advisors
Massachusetts
$606K -$8K -75 -1%
IPW
1823
Inlet Private Wealth
Florida
$606K +$4.26K +40 +0.7%
MW
1824
Marcum Wealth
Ohio
$603K +$29.1K +273 +5%
SCM
1825
Stonebridge Capital Management
California
$602K – – –