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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1951
Manchester Financial
California
$586K +$42.9K +792 +8%
WCAMG
1952
Woodard & Company Asset Management Group
North Carolina
$583K -$1.52K -28 -0.3%
TW
1953
Towerpoint Wealth
California
$581K +$2.1M +38,823 +65%
NED
1954
Nancy E. Dempze
$580K -$105K -1,935 -15%
BFO
1955
Biltmore Family Office
North Carolina
$580K
CL
1956
COWA LLC
Oklahoma
$579K
NAS
1957
Nicolet Advisory Services
Wisconsin
$576K +$12.8K +237 +2%
CPSAC
1958
Chas P. Smith & Associates (CPS)
Florida
$574K +$5.42K +100 +0.9%
SWA
1959
Sax Wealth Advisors
New Jersey
$573K +$10.8K +200 +2%
NFG
1960
Nadler Financial Group
Illinois
$572K +$26.1K +481 +5%
AWP
1961
Ascent Wealth Partners
New York
$571K -$3.67M -67,649 -86%
MFW
1962
Mosaic Family Wealth
Missouri
$570K +$29.3K +540 +5%
KF
1963
Krilogy Financial
Missouri
$568K -$4.99K -92 -0.9%
FMT
1964
First Mercantile Trust
Tennessee
$567K +$137K +2,533 +31%
IIC
1965
Integrated Investment Consultants
Michigan
$565K -$7.32K -135 -1%
PCM
1966
Perritt Capital Management
Illinois
$564K -$4.45K -82 -0.8%
IFG
1967
Investors Financial Group
Minnesota
$564K +$2.93K +54 +0.5%
LWA
1968
Lineweaver Wealth Advisors
Ohio
$564K +$574K +10,591 New
CDIA
1969
Capital Directions Investment Advisors
Georgia
$563K -$10.3K -190 -2%
BWA
1970
Bordeaux Wealth Advisors
California
$562K -$158K -2,911 -22%
CCM
1971
Cribstone Capital Management
Maine
$562K -$24.9K -460 -4%
VAM
1972
Verity Asset Management
North Carolina
$562K +$148K +2,721 +35%
SFG
1973
Sunburst Financial Group
Alabama
$561K +$217 +4 +0%
AWM
1974
Avior Wealth Management
Nebraska
$560K +$217 +4 +0%
CAI
1975
Capital Advisors Inc
Oklahoma
$560K +$55.1K +1,017 +11%