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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Sebold Capital Management
Illinois
$376K +$2.62K +9 +0.6%
JWCA
1002
J.W. Coons Advisors
Ohio
$376K
HCM
1003
Howland Capital Management
Massachusetts
$376K +$4.08K +14 +1%
KFS
1004
Kurt F. Somerville
$376K -$7.28K -25 -2%
IAIM
1005
International Assets Investment Management
Florida
$375K -$93.5K -321 -18%
FTC
1006
Farmers Trust Company
Ohio
$375K -$29.1K -100 -6%
DWM
1007
Drive Wealth Management
Utah
$375K +$17.8K +61 +4%
GW
1008
GW & Wade
Massachusetts
$374K -$22.4K -77 -5%
EH
1009
Equitable Holdings
New York
$373K +$124K +427 +41%
TCM
1010
Teza Capital Management
Illinois
$373K +$425K +1,460 New
NFP
1011
Narus Financial Partners
Utah
$371K -$39.3K -135 -9%
NME
1012
Notis-McConarty Edward
$371K
SHWM
1013
Silicon Hills Wealth Management
Texas
$369K
HEIP
1014
Hudson Edge Investment Partners
New Jersey
$368K -$172K -590 -29%
ISL
1015
Ingalls & Snyder LLC
New York
$368K
PA
1016
PFG Advisors
Arizona
$367K +$6.41K +22 +2%
WAP
1017
Wealthcare Advisory Partners
Pennsylvania
$367K -$9.91K -34 -2%
CWS
1018
Confluence Wealth Services
Pennsylvania
$365K +$34.7K +119 +9%
EHWM
1019
Eads & Heald Wealth Management
Georgia
$362K +$36.7K +126 +10%
NAMM
1020
NorthStar Asset Management (Massachusetts)
Massachusetts
$358K -$58.3K -200 -13%
PWMG
1021
Prestige Wealth Management Group
New Jersey
$354K +$251K +860 +164%
AAIS
1022
ABN AMRO Investment Solutions
$353K +$402K +1,380 New
SOW
1023
State of Wyoming
Wyoming
$350K +$81K +278 +25%
RCG
1024
Regatta Capital Group
California
$350K
MPCG
1025
Matrix Private Capital Group
New York
$348K -$14K -48 -3%