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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2351
American Financial Advisors
Georgia
$244K +$2.67K +65 +1%
VAM
2352
Verity Asset Management
North Carolina
$244K +$225K +5,463 New
SN
2353
Sittner & Nelson
Oregon
$241K +$221K +5,386 New
PHAM
2354
Palisades Hudson Asset Management
Florida
$240K
PFG
2355
Piershale Financial Group
Illinois
$239K +$41 +1 +0%
OPWM
2356
Oakwell Private Wealth Management
Texas
$239K +$219K +5,332 New
TA
2357
TruWealth Advisors
Louisiana
$237K +$217K +5,287 New
PFA
2358
Pathway Financial Advisors
Vermont
$236K -$23K -560 -10%
SAG
2359
Spotlight Asset Group
Illinois
$236K +$82 +2 +0%
WAM
2360
WNY Asset Management
New York
$235K +$218K +5,304 New
ERIM
2361
Eagle Ridge Investment Management
Connecticut
$234K -$68.1K -1,656 -24%
VFG
2362
V2 Financial group
Illinois
$234K +$215K +5,227 New
FNBOSM
2363
First National Bank of South Miami
Florida
$233K -$45.5K -1,106 -18%
WMP
2364
Wealth Management Partners
Arizona
$233K +$211K +5,141 New
AFAS
2365
Acorn Financial Advisory Services
Virginia
$231K -$288 -7 -0.1%
CS
2366
Capital Square
Tennessee
$230K -$352K -8,556 -62%
MA
2367
MONECO Advisors
Connecticut
$230K -$48.5K -1,179 -19%
ARMC
2368
American Research & Management Company
Massachusetts
$230K +$46.5K +1,132 +28%
MFP
2369
Meridian Financial Partners
Virginia
$230K +$208K +5,066 New
WG
2370
Watchman Group
Texas
$227K -$37K -900 -15%
SEP
2371
Southland Equity Partners
Missouri
$227K +$208K +5,070 New
LWP
2372
Legacy Wealth Planning
Nevada
$226K +$208K +5,061 New
LSC
2373
Lesa Sroufe & Co
Washington
$225K -$3.45K -84 -2%
SAM
2374
Synergy Asset Management
Washington
$225K +$207K +5,045 New
LWMM
2375
Legacy Wealth Management (Mississippi)
Mississippi
$225K -$147K -3,568 -42%