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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$253K +$4.99K +24 +2%
SFG
1802
StrategIQ Financial Group
Indiana
$252K
TCM
1803
True Capital Management
California
$252K +$13.7K +66 +6%
AOWM
1804
Alpha Omega Wealth Management
Virginia
$252K
VAS
1805
Vestmark Advisory Solutions
Massachusetts
$251K -$28.7K -138 -10%
AWM
1806
Accel Wealth Management
Iowa
$251K -$208 -1 -0.1%
SOS
1807
Silver Oak Securities
Tennessee
$251K +$1.04K +5 +0.4%
JF
1808
JSF Financial
California
$251K -$9.77K -47 -4%
BMCM
1809
Bryn Mawr Capital Management
Pennsylvania
$251K
KBFS
1810
Kohmann Bosshard Financial Services
Ohio
$251K +$245K +1,180 New
HFG
1811
Heron Financial Group
New York
$250K
SAA
1812
Southeast Asset Advisors
Georgia
$249K +$2.49K +12 +1%
AWA
1813
Amplius Wealth Advisors
Pennsylvania
$249K -$1.45K -7 -0.6%
BFO
1814
Biltmore Family Office
North Carolina
$248K +$243K +1,169 New
PA
1815
Perennial Advisors
New York
$248K -$13.5K -65 -5%
TWM
1816
TMD Wealth Management
Arizona
$247K +$242K +1,165 New
FNBTCON
1817
First National Bank & Trust Co of Newtown
Pennsylvania
$247K
VCM
1818
Virtue Capital Management
Tennessee
$247K -$416 -2 -0.2%
CHP
1819
Cable Hill Partners
Oregon
$247K -$12.5K -60 -5%
CC
1820
Callan Capital
California
$247K
FCA
1821
FinTrust Capital Advisors
South Carolina
$246K
FNC
1822
First National Corp
Massachusetts
$246K
KAM
1823
Knightsbridge Asset Management
California
$246K
MWM
1824
MinichMacGregor Wealth Management
New York
$245K
FCM
1825
Firestone Capital Management
Florida
$245K