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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
2301
Comprehensive Financial Management
California
$349K
AL
2302
ADE LLC
Maryland
$347K -$90.3K -1,610 -20%
NG
2303
Northstar Group
New York
$347K -$3.09K -55 -0.9%
ACM
2304
AUA Capital Management
Pennsylvania
$347K
TWM
2305
Titus Wealth Management
California
$347K +$26.5K +473 +8%
VFA
2306
Voya Financial Advisors
Connecticut
$346K -$136K -2,430 -28%
MFGM
2307
Marshall Financial Group (Maryland)
Maryland
$346K -$27.3K -486 -7%
AFS
2308
Access Financial Services
Minnesota
$344K
W
2309
WealthOne
New York
$344K +$3.37K +60 +1%
OA
2310
Oxbow Advisors
Texas
$344K +$29.7K +530 +9%
SNB
2311
Security National Bank
Nebraska
$344K +$95K +1,694 +37%
NFC
2312
Northeast Financial Consultants
Connecticut
$343K -$44.9K -800 -11%
VAM
2313
Verity Asset Management
North Carolina
$342K -$8.87K -158 -2%
TIM
2314
Total Investment Management
Arizona
$337K
SAM
2315
Sequent Asset Management
Texas
$336K +$77.9K +1,389 +29%
FA
2316
FMA Advisory
Pennsylvania
$336K +$347K +6,177 New
FA
2317
Financial Advisors
Massachusetts
$335K +$56 +1 +0%
KP
2318
Keel Point
Alabama
$335K +$25.9K +461 +8%
DA
2319
Dillon & Associates
Michigan
$333K -$89.5K -1,595 -21%
MFG
2320
Magnus Financial Group
New York
$332K -$42K -749 -11%
VAS
2321
Valicenti Advisory Services
New York
$332K +$2.97K +53 +0.9%
MHR
2322
Matthew Hamilton Rosenberg
$332K +$99.1K +1,766 +41%
AWMG
2323
Alliance Wealth Management Group
New Jersey
$331K
AMIM
2324
Aull & Monroe Investment Management
Alabama
$330K -$1.68K -30 -0.5%
SPFA
2325
Summit Place Financial Advisors
New Jersey
$330K +$341K +6,072 New