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Name Holding Trade Value Shares
Change
Change in
Stake
SAW
1951
Signal Advisors Wealth
Michigan
$402K +$371K +2,458 New
AL
1952
Arnhold LLC
New York
$402K -$15.9K -105 -4%
PEA
1953
Park Edge Advisors
Ohio
$401K -$516K -3,418 -58%
BG
1954
Benedetti & Gucer
Georgia
$401K +$49.4K +327 +15%
SCA
1955
Southern Capital Advisors
Tennessee
$401K +$302 +2 +0.1%
MLFP
1956
MPS Loria Financial Planners
Illinois
$400K +$6.2K +41 +2%
ACM
1957
Armbruster Capital Management
New York
$400K
SC
1958
Sinecera Capital
Texas
$399K +$4.68K +31 +1%
KFGK
1959
Keystone Financial Group (Kentucky)
Kentucky
$398K
GXJ
1960
Global X Japan
Japan
$398K +$368K +2,434 New
ACM
1961
Advance Capital Management
Michigan
$398K +$1.06K +7 +0.3%
WCFA
1962
Walkner Condon Financial Advisors
Wisconsin
$397K +$41.7K +276 +13%
WIC
1963
Woodmont Investment Counsel
Tennessee
$396K +$95.2K +630 +35%
UAS
1964
United Asset Strategies
New York
$395K +$365K +2,416 New
HI
1965
Humankind Investments
New York
$395K -$34K -225 -9%
OL
1966
OneFund LLC
Florida
$395K +$365K +2,416 New
FWI
1967
Facet Wealth Inc
Maryland
$395K -$3.63K -24 -1%
BFA
1968
Brendel Financial Advisors
New Hampshire
$395K +$365K +2,417 New
WB
1969
West Bancorporation
Iowa
$395K -$5.44K -36 -1%
HFP
1970
Holistic Financial Partners
Indiana
$394K +$43.1K +285 +13%
MIA
1971
MeadowBrook Investment Advisors
Michigan
$394K +$364K +2,410 New
TCBWMS
1972
Texas Capital Bank Wealth Management Services
Texas
$394K +$756 +5 +0.2%
LFG
1973
Larson Financial Group
Missouri
$393K -$51.2K -339 -12%
MIG
1974
McGuire Investment Group
Rhode Island
$393K -$143K -946 -28%
FWA
1975
FSM Wealth Advisors
Ohio
$393K +$4.38K +29 +1%