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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1576
Accel Wealth Management
Iowa
$479K -$13.9K -45 -3%
ACM
1577
Andina Capital Management
Utah
$478K +$16.6K +54 +4%
PPWM
1578
Paragon Private Wealth Management
Kentucky
$478K -$28.3K -92 -6%
SHFA
1579
SS&H Financial Advisors
Michigan
$477K – – –
SNB
1580
Security National Bank
Nebraska
$476K +$9.86K +32 +2%
EI
1581
Ellevest Inc
New York
$476K +$23.1K +75 +6%
JIP
1582
Jaffetilchin Investment Partners
Florida
$475K +$123K +398 +43%
AMG National Trust Bank
1583
AMG National Trust Bank
Colorado
$473K +$41.3K +134 +11%
TCM
1584
Tufton Capital Management
Maryland
$473K – – –
TCM
1585
TruNorth Capital Management
Michigan
$473K – – –
VCM
1586
Virtue Capital Management
Tennessee
$472K -$96.1K -312 -19%
Sterling Capital Management
1587
Sterling Capital Management
North Carolina
$471K +$37.9K +123 +10%
RZH
1588
Relyea Zuckerberg Hanson
Connecticut
$470K +$18.5K +60 +5%
CA
1589
Crumly & Associates
Illinois
$469K -$11.7K -38 -3%
MCM
1590
McRae Capital Management
New Jersey
$469K – – –
BFA
1591
Beaumont Financial Advisors
Massachusetts
$467K +$10.2K +33 +3%
MIC
1592
Meridian Investment Counsel
California
$464K – – –
OHWA
1593
Oak Hill Wealth Advisors
Virginia
$464K – – –
TM
1594
TigerOak Management
New Mexico
$461K -$3.39K -11 -0.8%
OWA
1595
Outlook Wealth Advisors
Texas
$459K -$13.9K -45 -3%
HWM
1596
HFR Wealth Management
New York
$458K -$38.8K -126 -9%
FWM
1597
Focused Wealth Management
New York
$456K – – –
BWM
1598
Birchcreek Wealth Management
Ohio
$456K -$145K -472 -27%
TCBWMS
1599
Texas Capital Bank Wealth Management Services
Texas
$455K +$160K +520 +69%
DWM
1600
Drive Wealth Management
Utah
$454K +$12.3K +40 +3%