Name Holding Trade Value Shares
Change
Change in
Stake
HAM
1901
Harmony Asset Management
Arizona
$759K – – –
TFA
1902
Teamwork Financial Advisors
Texas
$759K -$13.9K -57 -2%
DA
1903
Drake & Associates
Wisconsin
$758K -$489 -2 -0.1%
EW
1904
Evoke Wealth
California
$758K +$15.9K +65 +2%
HTIM
1905
Harbour Trust & Investment Management
Indiana
$758K – – –
FWA
1906
FSM Wealth Advisors
Ohio
$757K +$82.7K +338 +12%
JWBC
1907
J.W. Burns & Co
New York
$756K -$1.22K -5 -0.2%
TSWM
1908
Tyler-Stone Wealth Management
Ohio
$755K +$5.87K +24 +0.8%
HAC
1909
Harbor Advisory Corp
New Hampshire
$755K – – –
IP
1910
Intellectus Partners
California
$754K -$3.91K -16 -0.5%
AA
1911
Armis Advisers
Georgia
$752K +$451K +1,844 +149%
BFC
1912
Bedel Financial Consulting
Indiana
$752K +$489 +2 +0.1%
OWA
1913
Opal Wealth Advisors
New York
$751K +$14.2K +58 +2%
ETS
1914
ESL Trust Services
New York
$750K – – –
RFA
1915
Reyes Financial Architecture
California
$749K -$245 -1 -0%
BLC
1916
Brown, Lisle/Cummings
Rhode Island
$749K +$6.12K +25 +0.8%
KLWA
1917
Kelly Lawrence W & Associates
California
$748K – – –
LI
1918
LVZ Inc
Michigan
$747K -$5.63K -23 -0.8%
AMG
1919
Asset Management Group
Connecticut
$746K +$391K +1,599 +114%
MTC
1920
McDaniel Terry & Co
Texas
$746K +$2.45K +10 +0.3%
YCG
1921
Yeomans Consulting Group
Georgia
$746K +$183K +747 +33%
SWA
1922
SOA Wealth Advisors
New York
$746K +$14.7K +60 +2%
AGP
1923
Autumn Glory Partners
Texas
$745K -$160K -655 -18%
NWA
1924
Navis Wealth Advisors
New York
$744K – – –
CFO
1925
Callan Family Office
Pennsylvania
$742K -$1.43M -5,839 -66%