Name Holding Trade Value Shares
Change
Change in
Stake
WW
2051
Waterfront Wealth
Kansas
$498K +$8.04K +41 +2%
FIM
2052
Fruth Investment Management
Texas
$496K -$98K -500 -18%
WAAG
2053
Wealth Alliance Advisory Group
Kansas
$496K -$647K -3,301 -60%
YCG
2054
Yeomans Consulting Group
Georgia
$495K +$125K +639 +40%
LMKC
2055
L.M. Kohn & Company
Ohio
$495K +$50K +255 +13%
GEA
2056
Glen Eagle Advisors
New Jersey
$494K +$392 +2 +0.1%
MCA
2057
MSH Capital Advisors
Arizona
$494K – – –
GD
2058
Grandfield & Dodd
New York
$493K – – –
BCM
2059
Buckhead Capital Management
Georgia
$492K -$9.8K -50 -2%
CRI
2060
Colonial River Investments
Virginia
$491K -$258K -1,316 -37%
MCA
2061
Magnolia Capital Advisors
Mississippi
$490K +$435K +2,218 New
CWM
2062
Centric Wealth Management
Illinois
$490K -$20.6K -105 -4%
MAG
2063
MRA Advisory Group
New Jersey
$489K +$94.9K +484 +28%
AWM
2064
AllSquare Wealth Management
New York
$488K – – –
ACP
2065
Aveo Capital Partners
Colorado
$488K -$392 -2 -0.1%
LAM
2066
Lifestyle Asset Management
Texas
$488K +$33.3K +170 +8%
SEP
2067
Southland Equity Partners
Missouri
$487K -$392 -2 -0.1%
OMIC
2068
Old Mission Investment Co
Michigan
$486K +$6.27K +32 +1%
CBT
2069
CoreFirst Bank & Trust
Kansas
$485K – – –
FM
2070
Family Management
New York
$484K +$1.96K +10 +0.5%
UAML
2071
US Asset Management LLC
Pennsylvania
$484K -$5.88K -30 -1%
FVWA
2072
Foster Victor Wealth Advisors
South Carolina
$483K +$19.6K +100 +5%
FHC
2073
First Heartland Consultants
Missouri
$482K +$1.18K +6 +0.3%
LA
2074
LVW Advisors
New York
$481K +$85.7K +437 +25%
IF
2075
Integrity Financial
Wyoming
$481K +$118K +600 +38%