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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1026
Alpha Omega Wealth Management
Virginia
$270K -$15.3K -232 -5%
TCA
1027
Transcend Capital Advisors
New Jersey
$270K -$5.48K -83 -2%
AWM
1028
Affinity Wealth Management
Delaware
$270K – – –
LIA
1029
LBMC Investment Advisors
Tennessee
$270K – – –
CP
1030
Castleview Partners
Texas
$270K +$281K +4,260 New
KIA
1031
KCM Investment Advisors
California
$269K -$8.65K -131 -3%
ECM
1032
Exchange Capital Management
Michigan
$269K – – –
KWMG
1033
King Wealth Management Group
Florida
$268K – – –
Perigon Wealth Management
1034
Perigon Wealth Management
California
$268K +$4.82K +73 +2%
WA
1035
Wealth Alliance
New York
$268K +$38.9K +589 +16%
CIM
1036
Contravisory Investment Management
Massachusetts
$268K +$279K +4,230 New
BFA
1037
Brendel Financial Advisors
New Hampshire
$266K – – –
BWM
1038
BigSur Wealth Management
Florida
$266K +$66K +1,000 +31%
EIP
1039
Ellis Investment Partners
Pennsylvania
$265K +$858 +13 +0.3%
PCP
1040
Proficio Capital Partners
Massachusetts
$265K +$22.6K +342 +9%
AFG
1041
Allegheny Financial Group
Pennsylvania
$264K +$2.9K +44 +1%
CA
1042
Claro Advisors
Massachusetts
$264K +$3.76K +57 +1%
ClearBridge Investments
1043
ClearBridge Investments
New York
$264K +$53.2K +806 +24%
Horizon Kinetics Asset Management
1044
Horizon Kinetics Asset Management
New York
$263K -$5.68K -86 -2%
Northeast Financial Consultants
1045
Northeast Financial Consultants
Connecticut
$263K – – –
Bailard
1046
Bailard
California
$259K – – –
Annex Advisory Services
1047
Annex Advisory Services
Wisconsin
$259K +$270K +4,090 New
Merit Financial Group
1048
Merit Financial Group
Georgia
$259K +$270K +4,094 New
Jones Financial Companies
1049
Jones Financial Companies
Missouri
$258K +$39K +590 +17%
WAM
1050
WNY Asset Management
New York
$257K +$26.4K +400 +11%