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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1951
Main Street Financial Solutions
Pennsylvania
$574K +$563K +11,525 New
BLAM
1952
Bourne Lent Asset Management
New York
$572K -$68.4K -1,400 -11%
SWMG
1953
Strategic Wealth Management Group
Maryland
$571K +$165K +3,385 +42%
PFGIA
1954
Patriot Financial Group Insurance Agency
Massachusetts
$570K -$131K -2,687 -19%
CA
1955
CGN Advisors
Kansas
$569K +$558K +11,431 New
SAM
1956
S.A. Mason
Michigan
$568K +$10.3K +210 +2%
MFP
1957
Meridian Financial Partners
Virginia
$567K +$91.8K +1,879 +24%
CT
1958
Columbia Trust
Oregon
$567K +$557K +11,402 New
SAM
1959
SignalPoint Asset Management
Missouri
$566K -$92.5K -1,894 -14%
IIM
1960
Ironwood Investment Management
Massachusetts
$566K
EGA
1961
Eagle Global Advisors
Texas
$564K -$28.8K -590 -5%
SSG
1962
Summit Securities Group
New York
$563K -$156K -3,200 -22%
AAIM
1963
Asset Advisors Investment Management
Georgia
$563K -$8.16K -167 -1%
HC
1964
Hendley & Co
Ohio
$562K
HR
1965
Howe & Rusling
New York
$561K -$8.77M -179,477 -94%
MW
1966
Marcum Wealth
Ohio
$559K +$271K +5,543 +98%
KF
1967
Krilogy Financial
Missouri
$558K -$82.1K -1,681 -13%
Jones Financial Companies
1968
Jones Financial Companies
Missouri
$557K +$48.2K +986 +10%
TC
1969
TownSquare Capital
Utah
$555K +$27.1K +554 +5%
IP
1970
Investment Partners
Ohio
$552K +$25.2K +516 +5%
VAG
1971
VisionPoint Advisory Group
Texas
$552K +$121K +2,471 +29%
VST
1972
Van Strum & Towne
California
$551K -$64.5K -1,320 -11%
GA
1973
Geller Advisors
New York
$551K
AFG
1974
Albion Financial Group
Utah
$548K -$3.16M -64,782 -85%
MWA
1975
Meridian Wealth Advisors
Texas
$548K -$90.5K -1,854 -14%