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Name Holding Trade Value Shares
Change
Change in
Stake
AHB
1501
Abner Herrman & Brock
New Jersey
$874K +$807 +2 +0.1%
PFA
1502
Pure Financial Advisors
California
$873K +$81.1K +201 +11%
F4L
1503
Fortune 45 LLC
Louisiana
$872K +$825K +2,046 New
CP
1504
Clarendon Private
Massachusetts
$868K +$4.84K +12 +0.6%
AWM
1505
Aries Wealth Management
Maine
$867K – – –
IAS
1506
Integrity Advisory Solutions
Texas
$865K +$83.5K +207 +11%
SI
1507
Scharf Investments
California
$862K -$109K -271 -12%
HTIM
1508
Harbour Trust & Investment Management
Indiana
$862K – – –
LWM
1509
LightSquare Wealth Management
Michigan
$862K -$123K -304 -13%
AA
1510
Advisory Alpha
Michigan
$861K +$101K +251 +14%
OWA
1511
Outlook Wealth Advisors
Texas
$860K -$1.21K -3 -0.1%
HDIM
1512
Hanson & Doremus Investment Management
Vermont
$859K -$4.84K -12 -0.6%
ZIG
1513
Zuckerman Investment Group
Illinois
$858K +$4.84K +12 +0.6%
ACG
1514
Allen Capital Group
Nebraska
$857K -$23.8K -59 -3%
IA
1515
IFC Advisors
California
$855K -$273K -677 -25%
SPW
1516
Signet Private Wealth
Illinois
$855K -$66.1K -164 -8%
KWM
1517
KFG Wealth Management
Indiana
$854K +$171K +423 +27%
BWP
1518
Balboa Wealth Partners
Arizona
$854K +$33.5K +83 +4%
WAM
1519
Wolverine Asset Management
Illinois
$852K +$807K +2,000 New
AWM
1520
Accurate Wealth Management
Florida
$851K +$16.1K +40 +2%
MHC
1521
May Hill Capital
Massachusetts
$850K +$14.1K +35 +2%
WT
1522
Washington Trust
Rhode Island
$850K +$403 +1 +0.1%
FPL
1523
Fortress Private Ledger
North Carolina
$848K -$39.5K -98 -5%
AFG
1524
Allegheny Financial Group
Pennsylvania
$847K +$38.3K +95 +5%
WPA
1525
West Paces Advisors
Georgia
$847K -$58.1K -144 -7%