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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2076
Liberty Wealth Management
California
$323K
FSAG
2077
Financial Solutions Advisory Group
Illinois
$323K
LWA
2078
Legacy Wealth Advisors
Florida
$323K +$305K +757 New
GIA
2079
GHP Investment Advisors
Colorado
$322K
WC
2080
Wexford Capital
Florida
$321K +$48K +119 +19%
KFP
2081
KMG Fiduciary Partners
Ohio
$320K -$53.2K -132 -15%
FDS
2082
First Dallas Securities
Texas
$320K
ECM
2083
Elgethun Capital Management
South Dakota
$320K +$10.1K +25 +3%
SWM
2084
Sagace Wealth Management
Florida
$319K -$1.21K -3 -0.4%
GSIAS
2085
Garden State Investment Advisory Services
New Jersey
$319K +$8.47K +21 +3%
LI
2086
LRI Investments
Florida
$316K -$2.02K -5 -0.7%
DWM
2087
Daner Wealth Management
Georgia
$315K +$4.03K +10 +1%
FC
2088
Financial Council
Maryland
$315K
MA
2089
MW Advisory
Georgia
$314K +$297K +736 New
BTD
2090
BankPlus Trust Department
Mississippi
$313K
FUBT
2091
First United Bank & Trust
Maryland
$312K +$11.7K +29 +4%
IAMOG
2092
Investors Asset Management of Georgia
Georgia
$312K -$37.1K -92 -11%
VCM
2093
Vines Capital Management
Louisiana
$311K +$11.7K +29 +4%
BAM
2094
Berkshire Asset Management
Pennsylvania
$311K +$21K +52 +8%
GCM
2095
Gunderson Capital Management
South Carolina
$311K -$2.82K -7 -0.9%
MMHP
2096
Murphy Middleton Hinkle & Parker
Georgia
$311K
NG
2097
Novem Group
New York
$310K -$22.2K -55 -7%
OFG
2098
Opulen Financial Group
Virginia
$309K +$4.84K +12 +2%
EIA
2099
Eldridge Investment Advisors
New Hampshire
$309K
KCPG
2100
Kavar Capital Partners Group
Kansas
$309K +$2.82K +7 +1%