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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2051
Systematic Financial Management
New Jersey
$372K – – –
AA
2052
Apriem Advisors
California
$371K -$25.7K -236 -7%
CCMW
2053
Cypress Capital Management (Wyoming)
Wyoming
$371K -$15.9K -146 -4%
LWM
2054
Liberty Wealth Management
California
$371K +$152K +1,400 +86%
MFG
2055
Monte Financial Group
Connecticut
$371K +$368K +3,389 New
WDC
2056
Woodward Diversified Capital
California
$370K +$367K +3,377 New
EWM
2057
EPG Wealth Management
Georgia
$369K +$122K +1,123 +50%
WMP
2058
Wealth Management Partners
Arizona
$368K +$349K +3,211 New
SAA
2059
Southeast Asset Advisors
Georgia
$367K +$109 +1 +0%
DW
2060
Domani Wealth
Pennsylvania
$366K -$4.46K -41 -1%
FNBOH
2061
First National Bank of Hutchinson
Kansas
$366K – – –
AWA
2062
Alta Wealth Advisors
Massachusetts
$366K +$363K +3,343 New
GEA
2063
Glen Eagle Advisors
New Jersey
$365K +$8.26K +76 +2%
SWMG
2064
Strategic Wealth Management Group
Maryland
$365K +$23.7K +218 +7%
DLCIG
2065
D.L. Carlson Investment Group
New Hampshire
$363K -$219K -2,018 -38%
DDPIC
2066
Deroy & Devereaux Private Investment Counsel
Michigan
$359K – – –
VC
2067
Vicus Capital
Pennsylvania
$359K +$217 +2 +0.1%
BCA
2068
Bray Capital Advisors
Florida
$358K – – –
SFS
2069
Strategic Financial Services
New York
$357K -$17.5K -161 -5%
PAA
2070
Peregrine Asset Advisers
Oregon
$357K – – –
HWM
2071
Hohimer Wealth Management
Washington
$357K +$109 +1 +0%
CCA
2072
Childress Capital Advisors
Texas
$357K +$355K +3,263 New
BAM
2073
Beaumont Asset Management
Texas
$356K – – –
RWM
2074
RKL Wealth Management
Pennsylvania
$356K +$109 +1 +0%
FWP
2075
FAS Wealth Partners
Kansas
$356K +$543 +5 +0.2%