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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
2101
Harvey Investment Company
Kentucky
$810K – – –
EWA
2102
Emergent Wealth Advisors
New York
$810K -$87.9K -349 -9%
DW30
2103
Drucker Wealth 3.0
New Jersey
$807K +$5.54K +22 +0.8%
IIL
2104
Income Insurance Ltd
$807K – – –
VCS
2105
Vaughan & Co Securities
New Jersey
$805K -$43.1K -171 -6%
AP
2106
Anchyra Partners
Georgia
$805K +$11.1K +44 +2%
CFO
2107
CVA Family Office
Colorado
$805K -$16.4K -65 -2%
DWAM
2108
Duncan Williams Asset Management
Tennessee
$804K +$41.8K +166 +6%
WETS
2109
Wealth Enhancement Trust Services
South Dakota
$803K -$37.3K -148 -5%
LW
2110
Libra Wealth
California
$802K +$9.83K +39 +1%
LWM
2111
Langley Wealth Management
Mississippi
$801K +$718K +2,849 New
CPWA
2112
Cerro Pacific Wealth Advisors
California
$801K -$16.1K -64 -2%
FUBT
2113
First United Bank & Trust
Maryland
$799K +$5.79K +23 +0.8%
PP
2114
Patron Partners
Texas
$798K -$55.9K -222 -7%
ZBNA
2115
Zions Bancorporation, National Association
Utah
$798K +$26.5K +105 +4%
IPW
2116
Invictus Private Wealth
Colorado
$797K -$68.3K -271 -9%
BDFN
2117
Bond & Devick Financial Network
Minnesota
$796K -$25.2K -100 -3%
CGA
2118
Crescent Grove Advisors
Illinois
$796K +$4.54K +18 +0.6%
IAS
2119
Integrity Advisory Solutions
Texas
$796K +$109K +433 +18%
OPCM
2120
Osborne Partners Capital Management
California
$795K – – –
TC
2121
Truvestments Capital
Florida
$794K -$64.2K -255 -8%
MFS
2122
Mattson Financial Services
Michigan
$793K +$63.7K +253 +8%
EFA
2123
Evernest Financial Advisors
Indiana
$792K +$91.5K +363 +15%
IWM
2124
Iams Wealth Management
Nebraska
$791K +$74.8K +297 +12%
MF
2125
Manchester Financial
California
$790K – – –