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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1026
Transcend Capital Advisors
New Jersey
$270K -$5.48K -83 -2%
AWM
1027
Affinity Wealth Management
Delaware
$270K
LIA
1028
LBMC Investment Advisors
Tennessee
$270K
CP
1029
Castleview Partners
Texas
$270K +$281K +4,260 New
KIA
1030
KCM Investment Advisors
California
$269K -$8.65K -131 -3%
ECM
1031
Exchange Capital Management
Michigan
$269K
KWMG
1032
King Wealth Management Group
Florida
$268K
PWM
1033
Perigon Wealth Management
California
$268K +$4.82K +73 +2%
WA
1034
Wealth Alliance
New York
$268K +$38.9K +589 +16%
CIM
1035
Contravisory Investment Management
Massachusetts
$268K +$279K +4,230 New
BFA
1036
Brendel Financial Advisors
New Hampshire
$266K
BWM
1037
BigSur Wealth Management
Florida
$266K +$66K +1,000 +31%
EIP
1038
Ellis Investment Partners
Pennsylvania
$265K +$858 +13 +0.3%
PCP
1039
Proficio Capital Partners
Massachusetts
$265K +$22.6K +342 +9%
AFG
1040
Allegheny Financial Group
Pennsylvania
$264K +$2.9K +44 +1%
CA
1041
Claro Advisors
Massachusetts
$264K +$3.76K +57 +1%
ClearBridge Investments
1042
ClearBridge Investments
New York
$264K +$53.2K +806 +24%
HKAM
1043
Horizon Kinetics Asset Management
New York
$263K -$5.68K -86 -2%
NFC
1044
Northeast Financial Consultants
Connecticut
$263K
B
1045
Bailard
California
$259K
AAS
1046
Annex Advisory Services
Wisconsin
$259K +$270K +4,090 New
MFG
1047
Merit Financial Group
Georgia
$259K +$270K +4,094 New
Jones Financial Companies
1048
Jones Financial Companies
Missouri
$258K +$39K +590 +17%
WAM
1049
WNY Asset Management
New York
$257K +$26.4K +400 +11%
YWP
1050
YorkBridge Wealth Partners
New York
$256K