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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1351
JFS Wealth Advisors
Pennsylvania
$171K -$13K -44 -7%
FCAS
1352
First Command Advisory Services
Texas
$168K -$34.9K -118 -17%
IBOK
1353
Independence Bank of Kentucky
Kentucky
$165K +$2.96K +10 +2%
TLA
1354
Tanglewood Legacy Advisors
Texas
$164K
FWM
1355
FSA Wealth Management
Massachusetts
$163K
BHWM
1356
Beaird Harris Wealth Management
Texas
$162K -$6.21K -21 -4%
SGK
1357
Steigerwald Gordon & Koch
Virginia
$160K +$165K +556 New
FFWM
1358
Future Financial Wealth Management
Ohio
$159K
MCM
1359
MV Capital Management
Maryland
$155K +$18.6K +63 +13%
SWA
1360
SOA Wealth Advisors
New York
$152K +$296 +1 +0.2%
AT
1361
Avalon Trust
New Mexico
$150K +$1.18K +4 +0.8%
SDIC
1362
South Dakota Investment Council
South Dakota
$144K +$148K +500 New
SS
1363
Sunbelt Securities
Texas
$141K +$92.9K +314 +180%
PWMG
1364
Prestige Wealth Management Group
New Jersey
$139K -$2.37K -8 -2%
MCM
1365
Manchester Capital Management
Vermont
$138K +$142K +480 New
ECM
1366
Estabrook Capital Management
New York
$136K
KTC
1367
Kentucky Trust Company
Kentucky
$134K -$7.69K -26 -5%
EWP
1368
Elevation Wealth Partners
California
$133K +$2.96K +10 +2%
SSG
1369
Summit Securities Group
New York
$133K -$143K -483 -51%
OCM
1370
Osterweis Capital Management
California
$126K -$16K -54 -11%
JSAM
1371
J. Safra Asset Management
New York
$125K -$592 -2 -0.5%
AA
1372
Ancora Advisors
Ohio
$122K -$592 -2 -0.5%
SA
1373
Strategic Advocates
Utah
$121K +$125K +421 New
NSIM
1374
North Star Investment Management
Illinois
$121K
HWM
1375
Hemington Wealth Management
Virginia
$121K -$296 -1 -0.2%