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Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
1351
Asset Allocation & Management Company
Illinois
$411K
MWM
1352
Meridian Wealth Management
Kentucky
$411K +$199K +352 +86%
SQA
1353
Simon Quick Advisors
New Jersey
$409K +$82.6K +146 +24%
WPW
1354
Winthrop Partners - WNY
New York
$408K +$25.5K +45 +6%
TWM
1355
TRB Wealth Management
Texas
$407K +$428K +756 New
PFA
1356
Providence Financial Advisors
Kansas
$406K +$4.53K +8 +1%
CAAS
1357
Capital Asset Advisory Services
Michigan
$405K -$6.22K -11 -2%
LA
1358
LBP AM
France
$400K -$6.64M -11,731 -94%
LAM
1359
L2 Asset Management
Massachusetts
$400K +$29.4K +52 +8%
AF
1360
Advisornet Financial
Minnesota
$399K +$3.4K +6 +0.8%
RAM
1361
Ramirez Asset Management
New York
$398K -$84.9K -150 -17%
DMBA
1362
Deseret Mutual Benefit Administrators
Utah
$397K +$197K +348 +89%
MFA
1363
Mayflower Financial Advisors
Massachusetts
$397K -$374K -661 -47%
SWM
1364
Sendero Wealth Management
Texas
$397K -$151K -266 -27%
HT
1365
Heritage Trust
Oklahoma
$394K -$40.2K -71 -9%
RCM
1366
Raleigh Capital Management
North Carolina
$393K -$1.13K -2 -0.3%
M1FG
1367
Mach-1 Financial Group
Arkansas
$391K -$285K -504 -41%
T
1368
TrustBank
Illinois
$387K -$8.49K -15 -2%
UPS
1369
UHLMANN PRICE SECURITIES
Illinois
$386K +$9.62K +17 +2%
KCM
1370
Kanawha Capital Management
Virginia
$384K -$5.09K -9 -1%
BFG
1371
Beto Financial Group
Idaho
$384K -$21.5K -38 -6%
WMA
1372
West Michigan Advisors
Michigan
$382K +$402K +710 New
MSWM
1373
McGlone Suttner Wealth Management
Wisconsin
$382K +$3.96K +7 +1%
PAG
1374
Poinciana Advisors Group
Florida
$381K
PWS
1375
Pursuit Wealth Strategies
North Carolina
$380K +$16.4K +29 +4%