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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1026
Transform Wealth
Colorado
$448K -$8.94K -10 -2%
DBRC
1027
D.B. Root & Company
Pennsylvania
$448K +$23.2K +26 +5%
AWAU
1028
Alliance Wealth Advisors (Utah)
Utah
$448K +$93K +104 +24%
EIM
1029
Ervin Investment Management
Washington
$448K +$283K +316 +142%
HCM
1030
HMS Capital Management
Tennessee
$448K -$2.68K -3 -0.6%
WH
1031
Willner & Heller
California
$447K +$243K +272 +103%
WPW
1032
Waldron Private Wealth
Pennsylvania
$447K +$101K +113 +27%
VF
1033
Vest Financial
Virginia
$447K +$479K +536 New
FG
1034
Fiduciary Group
Georgia
$442K +$138K +154 +41%
AGWCA
1035
Annis Gardner Whiting Capital Advisors
Florida
$442K -$147K -164 -24%
CB
1036
CNB Bank
Pennsylvania
$440K -$11.6K -13 -2%
SC
1037
Shay Capital
New York
$438K +$470K +526 New
QCIG
1038
Quad-Cities Investment Group
Iowa
$438K +$469K +525 New
MW
1039
Marcum Wealth
Ohio
$437K +$20.6K +23 +5%
MHC
1040
Meyer Handelman Company
New York
$437K +$469K +525 New
FWA
1041
FSM Wealth Advisors
Ohio
$437K +$111K +124 +31%
HIP
1042
HUB Investment Partners
Texas
$435K +$3.58K +4 +0.8%
EWA
1043
EverSource Wealth Advisors
Alabama
$435K -$60.8K -68 -12%
RFA
1044
Resurgent Financial Advisors
Georgia
$434K +$3.58K +4 +0.8%
B
1045
Bellecapital
Switzerland
$433K – – –
AAS
1046
Ameritas Advisory Services
Nebraska
$433K -$290K -324 -38%
TFA
1047
Trinity Financial Advisors
Ohio
$433K +$89.4K +100 +25%
LI
1048
Lafayette Investments
Maryland
$431K +$98.3K +110 +27%
VC
1049
Veracity Capital
Georgia
$431K +$66.2K +74 +17%
HR
1050
Hardy Reed
Mississippi
$429K +$56.3K +63 +14%