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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1751
Kapstone Financial Advisors
Ohio
$982K +$906K +19,916 New
PWM
1752
Palumbo Wealth Management
New York
$981K +$43.5K +955 +5%
TA
1753
TFG Advisers
Michigan
$979K +$62K +1,362 +7%
SWM
1754
Silverlake Wealth Management
Vermont
$979K +$3.05K +67 +0.3%
GJIA
1755
Glass Jacobson Investment Advisors
Maryland
$979K +$935K +20,545 New
PF
1756
Phoenix Financial
Israel
$979K +$938K +20,602 New
ZF
1757
Zhang Financial
Michigan
$978K +$128K +2,821 +16%
III
1758
Independent Investors Inc
New York
$977K
RP
1759
Rice Partnership
Hawaii
$976K +$6.05K +133 +0.7%
BAM
1760
Brave Asset Management
New Jersey
$975K +$28K +615 +3%
WAG
1761
Wallace Advisory Group
California
$973K +$929K +20,418 New
SRC
1762
Sage Rhino Capital
California
$972K +$129K +2,826 +16%
SFG
1763
StrategIQ Financial Group
Indiana
$971K -$16K -351 -2%
WDC
1764
Woodward Diversified Capital
California
$967K -$115K -2,527 -11%
IFWM
1765
Institute for Wealth Management
Colorado
$966K -$121K -2,655 -12%
SBL
1766
Sargent Bickham Lagudis
Colorado
$964K -$45.7K -1,003 -5%
HFG
1767
Heron Financial Group
New York
$960K -$20.1K -442 -2%
BIM
1768
Baldwin Investment Management
Pennsylvania
$959K -$1.14K -25 -0.1%
ACM
1769
Argent Capital Management
Missouri
$959K -$63.3K -1,390 -6%
CB
1770
Centennial Bank
Arkansas
$957K +$914K +20,085 New
SIAP
1771
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$956K -$9.29K -204 -1%
OIM
1772
Opus Investment Management
Massachusetts
$953K -$1.37M -30,000 -60%
DA
1773
DCF Advisers
Connecticut
$953K
FFWA
1774
FRG Family Wealth Advisors
Washington
$953K +$86.5K +1,900 +10%
RFA
1775
Register Financial Advisors
Georgia
$950K +$907K +19,934 New