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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
S.A. Mason
Michigan
$580K +$5.2K +100 +0.9%
TWP
1927
Tempus Wealth Planning
California
$578K -$18.6K -357 -3%
FBT
1928
First Bankers Trust
Kentucky
$577K -$5.2K -100 -0.9%
MWM
1929
Marietta Wealth Management
Georgia
$575K -$2.83M -54,435 -83%
OWM
1930
Opes Wealth Management
California
$575K +$18.7K +360 +3%
KP
1931
Keel Point
Alabama
$575K +$226K +4,351 +64%
BDWM
1932
Brewin Dolphin Wealth Management
Ireland
$575K -$216K -4,160 -27%
ACM
1933
Advisors Capital Management
New Jersey
$572K -$166K -3,195 -22%
SIM
1934
Sadoff Investment Management
Wisconsin
$572K -$18.2K -350 -3%
BIC
1935
Beach Investment Counsel
Pennsylvania
$570K
WMG
1936
WESCAP Management Group
California
$569K
FIB
1937
First Interstate Bank
Montana
$567K -$760K -14,620 -57%
WP
1938
WealthShield Partners
North Carolina
$567K +$26K +500 +5%
MIFH
1939
Migdal Insurance & Financial Holdings
Israel
$566K -$11.5M -221,363 -95%
AIL
1940
AGF Investments LLC
Ontario, Canada
$566K -$1.06M -20,299 -65%
LC
1941
Lindbrook Capital
California
$565K -$116K -2,223 -17%
MF
1942
Manchester Financial
California
$565K
ZB
1943
Zions Bancorporation
Utah
$562K -$3.69K -71 -0.7%
NFG
1944
Nadler Financial Group
Illinois
$562K +$27.6K +530 +5%
SFG
1945
Sunburst Financial Group
Alabama
$558K +$12.8K +247 +2%
5L
1946
55I LLC
Massachusetts
$558K +$560K +10,779 New
AA
1947
Argent Advisors
Louisiana
$557K -$8.32K -160 -1%
PL
1948
Plancorp LLC
Missouri
$557K +$123K +2,370 +28%
PGWM
1949
Parisi Gray Wealth Management
New Jersey
$556K -$25.7K -495 -4%
MFW
1950
Mosaic Family Wealth
Missouri
$555K -$41.1K -790 -7%