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Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
1951
Rice Hall James & Associates
California
$565K
HIF
1952
Hill Island Financial
Michigan
$565K +$206K +2,060 +67%
RCA
1953
Ranch Capital Advisors
Florida
$564K +$100 +1 +0%
GP
1954
Greenline Partners
New York
$563K
AIP
1955
ARS Investment Partners
New York
$563K
MWM
1956
Modern Wealth Management
Kansas
$562K +$510K +5,103 New
WP
1957
Westmount Partners
California
$561K -$11.3K -113 -2%
VWA
1958
Visionary Wealth Advisors
Illinois
$560K -$100 -1 -0%
TPWM
1959
Twelve Points Wealth Management
Massachusetts
$559K -$215K -2,152 -30%
HCM
1960
Hollencrest Capital Management
California
$559K
CFGS
1961
Concourse Financial Group Securities
Alabama
$558K +$7.59K +76 +2%
BOSSRA
1962
B.O.S.S. Retirement Advisors
Utah
$556K -$2.05M -20,534 -80%
LWM
1963
LongView Wealth Management
Georgia
$556K +$493K +4,933 New
CAM
1964
Campion Asset Management
Virginia
$554K -$30K -300 -6%
FA
1965
Faithward Advisors
Pennsylvania
$554K -$3.7K -37 -0.7%
HI
1966
Human Investing
Oregon
$553K -$79.4K -795 -14%
C
1967
Certuity
Florida
$551K +$15.7K +157 +3%
ESB
1968
Essex Savings Bank
Connecticut
$551K +$76.6K +767 +18%
AWAG
1969
ARS Wealth Advisors Group
Florida
$551K +$87.5K +876 +21%
BC
1970
Belmont Capital
California
$550K +$493K +4,936 +7,713%
ACM
1971
Alta Capital Management
Utah
$550K +$500K +5,000 New
AWM
1972
Accurate Wealth Management
Florida
$550K -$5K -50 -1%
CAM
1973
Covenant Asset Management
New Jersey
$548K +$40K +400 +9%
CFS
1974
CRA Financial Services
New Jersey
$547K -$4.6K -46 -0.9%
DA
1975
DCM Advisors
New York
$547K -$50.7K -507 -9%