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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1951
Keystone Financial Group (Kentucky)
Kentucky
$313K +$327K +1,410 New
TAM
1952
Townsend Asset Management
North Carolina
$313K -$86.5K -373 -21%
LA
1953
Lane & Associates
New Jersey
$312K +$50.1K +216 +18%
SFG
1954
Sovereign Financial Group
Connecticut
$311K +$6.5K +28 +2%
AA
1955
Alta Advisers
United Kingdom
$311K
WMS
1956
Wealth Management Solutions
Pennsylvania
$310K -$4.18K -18 -1%
ZIG
1957
Zullo Investment Group
Pennsylvania
$309K +$4.18K +18 +1%
PO
1958
Private Ocean
California
$309K +$161K +693 +66%
TPWM
1959
Twelve Points Wealth Management
Massachusetts
$309K +$33.2K +143 +11%
SC
1960
Stephens Consulting
Michigan
$309K
BAAM
1961
Baker Avenue Asset Management
California
$308K -$11.8K -51 -4%
PWMG
1962
Provence Wealth Management Group
California
$307K +$79.6K +343 +33%
OAM
1963
Oberweis Asset Management
Illinois
$307K +$232 +1 +0.1%
RC
1964
Roundview Capital
New Jersey
$307K -$13.7K -59 -4%
MFWP
1965
Mosaic Family Wealth Partners
Missouri
$307K
ETIA
1966
Epic Trust Investment Advisors
Washington
$305K +$8.35K +36 +3%
FWTB
1967
First Western Trust Bank
Colorado
$305K -$76.8K -331 -19%
AWM
1968
Aspire Wealth Management
Massachusetts
$305K -$2.32K -10 -0.7%
GG
1969
GenWealth Group
New Jersey
$305K
SFG
1970
Steward Financial Group
Texas
$304K -$11.4K -49 -3%
KPWG
1971
KFA Private Wealth Group
Virginia
$304K -$25.5K -110 -7%
SAM
1972
Simplify Asset Management
Nevada
$304K +$77.5K +334 +32%
GCM
1973
Graham Capital Management
Connecticut
$304K +$317K +1,367 New
HA
1974
Herold Advisors
New York
$303K +$64.3K +277 +25%
WTA
1975
Washington Trust Advisors
Massachusetts
$302K -$4.87K -21 -2%