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Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
1201
ARS Wealth Advisors Group
Florida
$294K +$28.7K +457 +10%
RPCONE
1202
Retirement Planning Company of New England
Rhode Island
$293K +$313K +4,987 New
AF
1203
Arrow Financial
New York
$292K – – –
SFG
1204
Snider Financial Group
Washington
$292K – – –
Axxcess Wealth Management
1205
Axxcess Wealth Management
California
$292K +$312K +4,965 New
BCM
1206
Bluefin Capital Management
New York
$291K -$187K -2,973 -38%
UAS
1207
United Asset Strategies
New York
$291K -$33.4K -531 -10%
HWA
1208
HCR Wealth Advisors
California
$291K – – –
FSWA
1209
Financial Synergies Wealth Advisors
Texas
$290K – – –
AC
1210
Annandale Capital
Texas
$289K – – –
BCM
1211
Boltwood Capital Management
California
$287K – – –
SVCP
1212
Silicon Valley Capital Partners
California
$287K +$2.7K +43 +0.9%
Compagnie Lombard Odier SCmA
1213
Compagnie Lombard Odier SCmA
Switzerland
$286K -$239K -3,812 -44%
DSC
1214
Duncker Streett & Co
Missouri
$286K – – –
LWANC
1215
Laurel Wealth Advisors (North Carolina)
North Carolina
$285K -$6.22K -99 -2%
JAG
1216
Journey Advisory Group
Kentucky
$284K -$103K -1,641 -25%
SOW
1217
State of Wyoming
Wyoming
$283K -$94.5K -1,504 -24%
NFG
1218
Nations Financial Group
Iowa
$283K +$44.5K +709 +17%
OWA
1219
Octavia Wealth Advisors
Ohio
$283K +$301K +4,798 New
DHFB
1220
Dixon Hubard Feinour & Brown
Virginia
$283K +$302K +4,815 New
SG
1221
StoneX Group
New York
$283K +$19.5K +310 +7%
EIA
1222
Eldridge Investment Advisors
New Hampshire
$282K -$18.8K -299 -6%
AA
1223
AlphaMark Advisors
Kentucky
$281K +$2.51K +40 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$280K -$1.57M -25,009 -84%
Haverford Trust Company
1225
Haverford Trust Company
Pennsylvania
$280K -$261K -4,159 -47%