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Name Holding Trade Value Shares
Change
Change in
Stake
OL
826
Optas LLC
Texas
$80K +$80.9K +11,940 New
WTFG
827
Wells Trecaso Financial Group
Ohio
$80K +$81.3K +12,003 New
LSAG
828
Lake Street Advisors Group
New Hampshire
$79K -$8.96K -1,323 -10%
H
829
HoyleCohen
California
$79K -$3.39K -500 -4%
AAM
830
Auxier Asset Management
Oregon
$79K -$2.37K -350 -3%
SBSB
831
Sullivan, Bruyette, Speros & Blaney
Virginia
$79K -$2.36K -349 -3%
DTC
832
Davidson Trust Company
Washington
$79K
JWA
833
JFS Wealth Advisors
Pennsylvania
$79K
WG
834
Welch Group
Alabama
$79K +$1.12K +165 +1%
TC
835
TownSquare Capital
Utah
$79K +$1.61K +238 +2%
PWAC
836
Private Wealth Advisors (California)
California
$78K
OFG
837
Oxford Financial Group
Indiana
$77K -$47.4K -7,000 -38%
CWP
838
Capital Wealth Planning
Florida
$77K
AWM
839
Absher Wealth Management
North Carolina
$76K -$1.52K -225 -2%
AMC
840
Asset Management Corp
Illinois
$76K
AW
841
ACG Wealth
Georgia
$76K +$77.5K +11,438 New
WSC
842
Wellington Shields & Co
New York
$75K -$8.13K -1,200 -10%
PP
843
PrairieView Partners
Minnesota
$75K
MFG
844
Merit Financial Group
Georgia
$75K +$76.3K +11,263 New
CFA
845
Cahill Financial Advisors
Minnesota
$74K
TF
846
Tompkins Financial
New York
$74K
FPFS
847
First Personal Financial Services
North Carolina
$73K -$738 -109 -1%
SRC
848
Shufro Rose & Co
New York
$73K +$5.08K +750 +7%
EFS
849
Essex Financial Services
Connecticut
$73K +$74.4K +10,986 New
PM
850
Penbrook Management
New York
$73K +$74.5K +11,000 New