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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Strategy Asset Managers
California
$292K -$1.97K -9 -0.7%
DCM
1227
DGS Capital Management
New Jersey
$292K
PP
1228
Patron Partners
Texas
$292K +$18.2K +83 +7%
AA
1229
Advisory Alpha
Michigan
$290K +$280K +1,281 New
SMA
1230
Sage Mountain Advisors
Georgia
$289K +$2.19K +10 +0.8%
RPWA
1231
Regent Peak Wealth Advisors
Georgia
$288K +$6.56K +30 +2%
CT
1232
Columbia Trust
Oregon
$288K +$8.75K +40 +3%
AWA
1233
Arete Wealth Advisors
Illinois
$285K +$1.97K +9 +0.7%
Empower Advisory Group
1234
Empower Advisory Group
Colorado
$284K -$1.75K -8 -0.6%
SLWA
1235
San Luis Wealth Advisors
California
$283K -$27.8K -127 -9%
BC
1236
Broadwater Capital
Massachusetts
$283K +$273K +1,250 New
FTA
1237
Financial & Tax Architects
Missouri
$281K -$20.3K -93 -7%
ST
1238
Smithfield Trust
Pennsylvania
$281K
WRPWM
1239
Werba Rubin Papier Wealth Management
California
$280K +$271K +1,237 New
GIM
1240
Goelzer Investment Management
Indiana
$278K +$269K +1,232 New
QWM
1241
Quaker Wealth Management
New Jersey
$278K +$219 +1 +0.1%
WP
1242
WMS Partners
Maryland
$278K -$321K -1,470 -54%
PEA
1243
Park Edge Advisors
Ohio
$277K
CAG
1244
Crestwood Advisors Group
Massachusetts
$276K +$12.9K +59 +5%
PCWA
1245
Pacific Capital Wealth Advisors
California
$276K
AC
1246
Allstate Corporation
Illinois
$276K +$219 +1 +0.1%
NSB
1247
Norway Savings Bank
Maine
$275K
CCB
1248
Country Club Bank
Missouri
$275K +$5.47K +25 +2%
FMP
1249
Financial Management Professionals
Texas
$274K +$103K +469 +63%
LSIA
1250
LaSalle St. Investment Advisors
Illinois
$274K +$437 +2 +0.2%