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Name Holding Trade Value Shares
Change
Change in
Stake
TNAM
1501
Terra Nova Asset Management
New York
$537K
WA
1502
WBH Advisory
Maryland
$534K +$10.5K +30 +2%
RWMG
1503
Redwood Wealth Management Group
New Jersey
$534K +$21.8K +62 +4%
RPWA
1504
Regent Peak Wealth Advisors
Georgia
$532K +$563K +1,604 New
FNBTCON
1505
First National Bank & Trust Co of Newtown
Pennsylvania
$532K -$730K -2,080 -56%
CFM
1506
Catalyst Funds Management
Australia
$531K -$702K -2,000 -56%
CIM
1507
Contravisory Investment Management
Massachusetts
$530K -$94.4K -269 -14%
SC
1508
Sepio Capital
Utah
$530K +$16.5K +47 +3%
FWP
1509
Firethorn Wealth Partners
Georgia
$529K +$702 +2 +0.1%
CAL
1510
Capital Advisors Ltd
Ohio
$527K
SOW
1511
State of Wyoming
Wyoming
$527K +$80K +228 +17%
COFSG
1512
Carbahal Olsen Financial Services Group
California
$527K +$557K +1,587 New
CFA
1513
CWS Financial Advisors
Michigan
$524K
TA
1514
Townsend & Associates
Colorado
$524K
WP
1515
WMS Partners
Maryland
$522K +$250K +711 +82%
QC
1516
Quent Capital
New York
$522K +$67.7K +193 +14%
TLCM
1517
Twin Lakes Capital Management
California
$521K
EFMC
1518
Empire Financial Management Company
New York
$520K -$1.64M -4,684 -75%
RWB
1519
RMR Wealth Builders
New Jersey
$520K -$49.5K -141 -8%
AAP
1520
Arax Advisory Partners
Colorado
$519K +$25.6K +73 +5%
PPA
1521
Pacific Point Advisors
California
$518K +$577K +1,645 New
LI
1522
LVZ Inc
Michigan
$517K
VCP
1523
Verus Capital Partners
Arizona
$515K -$55.1K -157 -9%
GWAG
1524
Garrett Wealth Advisory Group
Texas
$515K -$51.9K -148 -9%
CC
1525
Callan Capital
California
$515K +$115K +329 +27%