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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1601
Tocqueville Asset Management
New York
$338K +$227K +784 New
LWM
1602
Liberty Wealth Management
California
$338K – – –
BTI
1603
Blue Trust Inc
Georgia
$338K -$3.18K -11 -1%
CCMT
1604
CMT Capital Markets Trading
Germany
$337K -$234K -808 -51%
RFG
1605
REAP Financial Group
Texas
$336K +$98K +339 +77%
CWM
1606
Cahaba Wealth Management
Georgia
$336K +$225K +778 New
KOMWMG
1607
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$335K +$224K +776 New
RPWA
1608
Regent Peak Wealth Advisors
Georgia
$334K +$224K +775 New
PMSA
1609
Patrick M. Sweeney & Associates
Illinois
$333K +$223K +772 New
IWA
1610
Icon Wealth Advisors
Texas
$333K +$223K +771 New
AMM
1611
American Money Management
California
$333K +$223K +771 New
NW
1612
Naviter Wealth
Arkansas
$331K +$222K +768 New
SAM
1613
Sagewood Asset Management
New York
$330K +$222K +766 New
TWML
1614
Todd Wealth Management, LLC
Florida
$329K +$220K +762 New
DBRC
1615
D.B. Root & Company
Pennsylvania
$328K +$220K +760 New
YIA
1616
YHB Investment Advisors
Connecticut
$327K +$220K +759 New
FC
1617
Fusion Capital
South Carolina
$327K +$219K +758 New
OPWM
1618
Oakwell Private Wealth Management
Texas
$327K +$219K +758 New
PHWA
1619
Petersen Hastings Wealth Advisors
Washington
$326K +$219K +756 New
RWA
1620
Redhawk Wealth Advisors
Minnesota
$326K +$218K +755 New
1WM
1621
1900 Wealth Management
Texas
$325K +$218K +754 New
MWS
1622
MFA Wealth Services
California
$325K +$218K +754 New
QFP
1623
Quantum Financial Partners
Kansas
$324K +$218K +752 New
SIS
1624
Sound Income Strategies
Florida
$324K +$50K +173 +30%
RCM
1625
RB Capital Management
Nevada
$323K +$216K +748 New