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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1876
Spirit of America Management Corp
New York
$681K
FFM
1877
Fullerton Fund Management
Singapore
$680K +$773K +1,348 New
RIA
1878
Regal Investment Advisors
Michigan
$680K +$88.3K +154 +13%
CWM
1879
Cornerstone Wealth Management
Missouri
$680K -$138K -241 -15%
MW
1880
Marcum Wealth
Ohio
$680K -$49.9K -87 -6%
BCM
1881
Becker Capital Management
Oregon
$679K
SAG
1882
Spotlight Asset Group
Illinois
$679K +$154K +269 +25%
BWP
1883
BSW Wealth Partners
Colorado
$678K -$49.9K -87 -6%
BOPW
1884
Brandywine Oak Private Wealth
Pennsylvania
$678K
HBW
1885
Hazlett, Burt & Watson
West Virginia
$677K +$51.6K +90 +7%
APW
1886
Austin Private Wealth
Texas
$674K -$26.4K -46 -3%
CBA
1887
Coastal Bridge Advisors
Connecticut
$673K +$73.9K +129 +11%
NBT
1888
Northwest Bank & Trust
Iowa
$672K +$4.59K +8 +0.6%
RPWA
1889
Regent Peak Wealth Advisors
Georgia
$671K -$18.9K -33 -2%
AO
1890
Advisor OS
Illinois
$668K -$634K -1,106 -46%
HWM
1891
Hohimer Wealth Management
Washington
$666K -$412K -718 -35%
AIC
1892
Archer Investment Corporation
Indiana
$664K +$83.7K +146 +12%
PWAM
1893
Pinnacle West Asset Management
Wyoming
$664K
AIM
1894
Alhambra Investment Management
Florida
$662K
BW
1895
Bison Wealth
Georgia
$662K +$29.8K +52 +4%
VCP
1896
Verus Capital Partners
Arizona
$661K +$106K +185 +16%
PCM
1897
Parsons Capital Management
Rhode Island
$659K -$7.45K -13 -1%
BFG
1898
Berger Financial Group
Minnesota
$659K -$35K -61 -4%
CGH
1899
CMG Global Holdings
Texas
$659K
OFS
1900
OneAscent Financial Services
Alabama
$657K -$228K -398 -23%