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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1101
Integrated Advisors Network
Texas
$343K -$47.7K -430 -12%
AWM
1102
Affinity Wealth Management
Delaware
$343K
COCM
1103
Charter Oak Capital Management
New Hampshire
$341K +$1.11K +10 +0.3%
TS
1104
Tamar Securities
California
$340K
CBA
1105
Coastal Bridge Advisors
Connecticut
$340K +$9.75K +88 +3%
WAM
1106
WNY Asset Management
New York
$337K +$341K +3,073 New
CFA
1107
Churchill Financial Advisors
Kentucky
$336K +$339K +3,060 New
PAM
1108
Pegasus Asset Management
New York
$335K
FNFDCM
1109
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K
TCOTS
1110
Trust Company of the South
North Carolina
$334K +$44.3K +400 +15%
NWA
1111
Navis Wealth Advisors
New York
$332K
CPC
1112
Consolidated Planning Corp
Georgia
$331K
PIA
1113
Perennial Investment Advisors
California
$331K +$32.4K +292 +11%
BAM
1114
Berkshire Asset Management
Pennsylvania
$330K -$16.4K -148 -5%
HKAM
1115
Horizon Kinetics Asset Management
New York
$329K
SFG
1116
Sather Financial Group
Texas
$329K
IPW
1117
Invictus Private Wealth
Colorado
$329K -$17.3K -156 -5%
VWA
1118
Visionary Wealth Advisors
Illinois
$329K +$222 +2 +0.1%
MWM
1119
Modern Wealth Management
Kansas
$327K -$9.64K -87 -3%
TWM
1120
Tradition Wealth Management
Minnesota
$324K +$3.33K +30 +1%
DAM
1121
Delta Asset Management
Tennessee
$323K -$27.7K -250 -8%
1SB
1122
1ST Source Bank
Indiana
$323K -$23.8K -215 -7%
DWML
1123
Decker Wealth Management LLC
Tennessee
$323K
OC
1124
Oakworth Capital
Alabama
$322K -$3.1K -28 -0.9%
KTC
1125
Kentucky Trust Company
Kentucky
$322K -$22.2K -200 -6%