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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1676
Alpha Omega Wealth Management
Virginia
$535K +$39.8K +162 +8%
HVIA
1677
Hudson Valley Investment Advisors
New York
$535K
FCA
1678
FLC Capital Advisors
California
$535K
CC
1679
Callan Capital
California
$535K +$1.47K +6 +0.3%
UAML
1680
US Asset Management LLC
Pennsylvania
$534K -$2.21K -9 -0.4%
CG
1681
CFO4Life Group
Texas
$533K -$37.6K -153 -6%
LRIC
1682
Long Road Investment Counsel
Michigan
$532K
SFI
1683
SPC Financial Inc
Maryland
$532K +$12.3K +50 +2%
LWM
1684
Liberty Wealth Management
California
$532K +$540K +2,200 New
CP
1685
Castleview Partners
Texas
$531K +$539K +2,197 New
VAFP
1686
Vahanian & Associates Financial Planning
New York
$528K -$29.9K -122 -5%
GFS
1687
GYL Financial Synergies
Connecticut
$527K -$33.9K -138 -6%
CCM
1688
Cullen Capital Management
New York
$527K
FAG
1689
Fortitude Advisory Group
Washington
$523K +$17.9K +73 +3%
TCM
1690
Teza Capital Management
Illinois
$523K +$531K +2,165 New
CAMG
1691
CWA Asset Management Group
Florida
$523K +$152K +621 +40%
AFPL
1692
Advus Financial Partners, LLC
Florida
$523K +$47.6K +194 +10%
FCBT
1693
First Citizens Bank & Trust
North Carolina
$523K -$31.4K -128 -6%
RB
1694
Renasant Bank
Mississippi
$520K +$44.9K +183 +9%
RDIA
1695
RE Dickinson Investment Advisors
Iowa
$520K
KOCAA
1696
Knights of Columbus Asset Advisors
Connecticut
$515K -$13M -53,048 -96%
NFA
1697
Northern Financial Advisors
Michigan
$514K +$522K +2,128 New
SFG
1698
Sunburst Financial Group
Alabama
$513K
FWP
1699
FAS Wealth Partners
Kansas
$513K +$3.68K +15 +0.7%
EWG
1700
Executive Wealth Group
Washington
$512K