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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2051
Lumature Wealth Partners
Georgia
$415K -$47.9K -480 -10%
SHWM
2052
Silicon Hills Wealth Management
Texas
$415K +$62.4K +626 +18%
ECM
2053
Elgethun Capital Management
South Dakota
$415K +$70.2K +704 +21%
RW
2054
Rede Wealth
Virginia
$414K -$35.5K -356 -8%
EIA
2055
Edgemoor Investment Advisors
Maryland
$411K -$206K -2,065 -34%
CFN
2056
Cordasco Financial Network
Florida
$410K +$6.78K +68 +2%
PIA
2057
Perennial Investment Advisors
California
$407K +$32.2K +323 +9%
HIP
2058
HUB Investment Partners
Texas
$406K +$47.2K +473 +13%
MA
2059
MONECO Advisors
Connecticut
$406K +$55.1K +552 +16%
SCA
2060
SMH Capital Advisors
Texas
$405K -$1.5K -15 -0.4%
GWS
2061
Glassman Wealth Services
Virginia
$405K +$18.3K +183 +5%
RBFC
2062
Roman Butler Fullerton & Co
Missouri
$404K +$2.39K +24 +0.7%
CIC
2063
Chase Investment Counsel
Virginia
$404K +$20.1K +202 +5%
SAM
2064
Summit Asset Management
Tennessee
$403K -$16.2K -162 -4%
JCM
2065
Jacobsen Capital Management
Utah
$403K – – –
CHA
2066
Carmichael Hill & Associates
Maryland
$402K +$1.4K +14 +0.4%
AGA
2067
Accuvest Global Advisors
Utah
$402K +$395K +3,965 New
MC
2068
Mathes Company
New York
$401K – – –
PCG
2069
Private Capital Group
Connecticut
$401K +$14.3K +143 +4%
KBG
2070
Kahn Brothers Group
New York
$401K – – –
RPA
2071
Rock Point Advisors
Vermont
$399K -$2.39K -24 -0.6%
CCMU
2072
Cheyne Capital Management (UK)
United Kingdom
$399K – – –
LA
2073
LexAurum Advisors
Kansas
$399K +$10.4K +104 +3%
EIA
2074
Eldridge Investment Advisors
New Hampshire
$398K – – –
CS
2075
Capital Square
Tennessee
$398K +$598 +6 +0.2%