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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1951
TritonPoint Wealth
Maryland
$271K +$282K +6,149 New
ASG
1952
Ariston Services Group
California
$271K -$341K -7,438 Closed
JE
1953
JMAC Enterprises
Pennsylvania
$271K – – –
CFC
1954
Coyle Financial Counsel
Illinois
$271K +$17.8K +389 +7%
PG
1955
Prostatis Group
Maryland
$270K -$20.2K -441 -7%
WPA
1956
Wealth Preservation Advisors
Tennessee
$269K -$688 -15 -0.2%
AC
1957
ASB Consultores
Florida
$269K +$114K +2,483 New
CIG
1958
Cascade Investment Group
Colorado
$268K – – –
WDC
1959
Woodward Diversified Capital
California
$268K +$179K +3,914 New
SF
1960
Symphony Financial
Texas
$268K -$89.1K -1,944 -24%
FDCP
1961
Foster Dykema Cabot & Partners
Massachusetts
$267K – – –
TBT
1962
Texas Bank & Trust
Texas
$267K -$6.19K -135 -2%
SSW
1963
Smith Shellnut Wilson
Mississippi
$267K -$1.83K -40 -0.7%
PT
1964
Plimoth Trust
Massachusetts
$267K -$151K -3,285 -35%
PWAM
1965
Private Wealth Asset Management
Iowa
$267K -$963 -21 -0.3%
CFO
1966
Capitol Family Office
Oregon
$266K – – –
VCM
1967
Vivaldi Capital Management
Illinois
$266K +$276K +6,026 New
HL
1968
HeadInvest LLC
Maine
$266K -$11.4K -249 -4%
CPL
1969
Capital & Planning LLC
Georgia
$266K +$276K +6,021 New
E
1970
Entelevest
Florida
$265K -$25K -546 -8%
LCS
1971
Levin Capital Strategies
New York
$265K -$29.1K -635 -10%
MWA
1972
Miller Wealth Advisors
Colorado
$265K -$7.79K -170 -3%
SFG
1973
SevenBridge Financial Group
Pennsylvania
$264K +$186K +4,048 New
MW
1974
MBL Wealth
North Carolina
$264K -$148K -3,219 -35%
SRC
1975
Sage Rhino Capital
California
$264K +$7.7K +168 +3%