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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2151
Wealth Management Associates
New Jersey
$493K +$55.5K +503 +13%
BC
2152
Burleson & Co
California
$491K -$388K -3,512 -48%
PHAM
2153
Palisades Hudson Asset Management
Florida
$491K – – –
JGC
2154
J. Goldman & Co
New York
$490K -$1.4M -12,684 -74%
SWM
2155
Segment Wealth Management
Texas
$490K – – –
ARTA
2156
A.R.T. Advisors
New York
$490K +$485K +4,397 New
SFWA
2157
Summit Financial Wealth Advisors
Louisiana
$489K -$7.29K -66 -2%
GAMC
2158
Garner Asset Management Corp
Texas
$489K +$2.21K +20 +0.5%
WAOI
2159
Wealth Advisors of Iowa
Iowa
$489K +$25.7K +233 +6%
FSC
2160
Full Sail Capital
Oklahoma
$486K -$246K -2,225 -37%
SFSIG
2161
San Francisco Sentry Investment Group
California
$485K -$79.4K -719 -14%
WA
2162
Waverly Advisors
Alabama
$485K +$51.3K +465 +14%
PAM
2163
Peninsula Asset Management
Florida
$484K -$55.9K -506 -10%
SIM
2164
SSI Investment Management
California
$484K -$6.51K -59 -1%
ATWA
2165
Arbor Trust Wealth Advisors
Michigan
$482K -$33.1K -300 -6%
IWS
2166
Insight Wealth Strategies
California
$480K +$15.2K +138 +3%
AWM
2167
Aprio Wealth Management
Georgia
$480K +$30.9K +280 +7%
TF
2168
TLWM Financial
Texas
$479K -$662 -6 -0.1%
MSFP
2169
Mark Sheptoff Financial Planning
Connecticut
$478K +$16.6K +150 +4%
MFG
2170
Menard Financial Group
Texas
$475K +$470K +4,261 New
BGC
2171
Birch Grove Capital
New York
$474K +$469K +4,250 New
CB
2172
CNB Bank
Pennsylvania
$473K -$411K -3,722 -47%
TAM
2173
Trillium Asset Management
Massachusetts
$472K -$164K -1,481 -26%
MW
2174
Marcum Wealth
Ohio
$472K +$6.4K +58 +1%
MIFH
2175
Migdal Insurance & Financial Holdings
Israel
$470K -$7.95K -72 -2%
85 86
87
88 89