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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1951
Simon Quick Advisors
New Jersey
$625K +$76.6K +341 +13%
EL
1952
EWA LLC
Pennsylvania
$625K +$27.2K +121 +4%
CWA
1953
Clarity Wealth Advisors
California
$621K +$58.2K +259 +10%
DW30
1954
Drucker Wealth 3.0
New Jersey
$621K +$64.5K +287 +11%
AIM
1955
Avanda Investment Management
Singapore
$621K -$359K -1,600 -36%
CC
1956
Cadinha & Co
Hawaii
$620K -$1.8K -8 -0.3%
FFG
1957
Frisch Financial Group
New York
$620K +$86K +383 +15%
HNB
1958
Hilltop National Bank
Wyoming
$620K +$86.2K +384 +15%
BOS
1959
Bank of Stockton
California
$620K +$246K +1,096 +61%
ATS
1960
Ashton Thomas Securities
New York
$620K +$157K +697 +32%
MAG
1961
Meadowbrook Advisors Group
New Jersey
$619K +$649K +2,891 New
JIC
1962
Joel Isaacson & Co
New York
$618K +$89.6K +399 +16%
MWP
1963
Meridian Wealth Partners
Pennsylvania
$616K +$3.37K +15 +0.5%
TM
1964
TigerOak Management
New Mexico
$616K -$20.2K -90 -3%
HG
1965
Harbor Group
New Hampshire
$614K
MCM
1966
Manchester Capital Management
Vermont
$614K -$1.64M -7,312 -72%
AF
1967
Alerus Financial
North Dakota
$612K
LCWM
1968
Legacy Capital Wealth Management
Texas
$611K +$641K +2,854 New
GPFA
1969
Game Plan Financial Advisors
Ohio
$611K +$42K +187 +7%
MGP
1970
M&G plc
United Kingdom
$610K -$846K -3,766 -57%
GI
1971
GAMCO Investors
Connecticut
$607K -$227K -1,011 -26%
TSMHT
1972
Thurston Springer Miller Herd & Titak
Indiana
$607K +$481K +2,142 +309%
NI
1973
Natural Investments
California
$607K +$161K +717 +34%
PIA
1974
Pinion Investment Advisors
Kansas
$607K +$2.47K +11 +0.4%
KMWM
1975
Keudell/Morrison Wealth Management
Oregon
$607K +$637K +2,834 New