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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1001
AFS Financial Group
Maryland
$494K +$472K +1,491 New
DIP
1002
Davis Investment Partners
North Carolina
$490K +$519K +1,641 New
SC
1003
SRB Corp
Massachusetts
$489K -$6.96K -22 -1%
JWCA
1004
J.W. Coons Advisors
Ohio
$488K +$65.8K +208 +16%
WAP
1005
Wealthcare Advisory Partners
Pennsylvania
$487K +$15.5K +49 +3%
AC
1006
ASB Consultores
Florida
$485K +$60.1K +190 +15%
SCM
1007
Sebold Capital Management
Illinois
$485K +$463K +1,464 New
HCM
1008
Howland Capital Management
Massachusetts
$482K +$14.9K +47 +3%
MWPCG
1009
Measured Wealth Private Client Group
New Hampshire
$482K +$147K +466 +47%
NME
1010
Notis-McConarty Edward
$480K
SHWM
1011
Silicon Hills Wealth Management
Texas
$479K
JWM
1012
Janiczek Wealth Management
Colorado
$478K +$633 +2 +0.1%
ISL
1013
Ingalls & Snyder LLC
New York
$478K
MIAS
1014
Mason Investment Advisory Services
Virginia
$477K -$147K -463 -24%
TSWM
1015
Triangle Securities Wealth Management
North Carolina
$470K -$6.33K -20 -1%
PA
1016
PFG Advisors
Arizona
$469K -$14.6K -46 -3%
VV
1017
Verity & Verity
South Carolina
$468K +$447K +1,413 New
HWA
1018
Heritage Wealth Advisors
Virginia
$468K -$1.58K -5 -0.4%
MPCG
1019
Matrix Private Capital Group
New York
$468K -$4.11K -13 -0.9%
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$467K +$44.6K +141 +10%
PNAA
1021
Pictet North America Advisors
Switzerland
$467K
VAS
1022
Vestmark Advisory Solutions
Massachusetts
$466K -$105K -331 -19%
DWM
1023
Drive Wealth Management
Utah
$466K -$38.6K -122 -8%
CFGS
1024
Concourse Financial Group Securities
Alabama
$466K -$13K -41 -3%
TIMH
1025
Tilt Investment Management Holdings
New York
$466K +$445K +1,407 New