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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2051
SOA Wealth Advisors
New York
$521K +$119K +2,028 +28%
MWM
2052
Marietta Wealth Management
Georgia
$520K -$46.8K -797 -8%
LWM
2053
Liberty Wealth Management
California
$518K +$66.1K +1,127 +14%
WA
2054
Wealthstar Advisors
Texas
$517K +$540K +9,199 New
CWS
2055
Cypress Wealth Services
California
$514K -$37.8K -644 -7%
ZF
2056
Zhang Financial
Michigan
$514K +$75.2K +1,281 +16%
DE
2057
Day & Ennis
Georgia
$511K +$6.57K +112 +1%
III
2058
Independent Investors Inc
New York
$509K
5L
2059
55I LLC
Massachusetts
$509K +$532K +9,066 New
BHWA
2060
Beacon Harbor Wealth Advisors
Virginia
$508K
MWM
2061
Mascoma Wealth Management
New Hampshire
$508K +$33.4K +569 +7%
HI
2062
HBK Investments
Texas
$508K +$531K +9,048 New
NIM
2063
Nexus Investment Management
Ontario, Canada
$505K
ZB
2064
Zions Bancorporation
Utah
$505K +$33K +562 +7%
SRSA
2065
S.R. Schill & Associates
Washington
$503K
ESCM
2066
Echo Street Capital Management
New York
$502K +$112K +1,905 +27%
HKAM
2067
Horizon Kinetics Asset Management
New York
$501K -$85.1K -1,450 -14%
LWANC
2068
Laurel Wealth Advisors (North Carolina)
North Carolina
$501K +$4.64K +79 +0.9%
DA
2069
Denali Advisors
California
$500K -$1.53M -26,100 -75%
GD
2070
Grandfield & Dodd
New York
$500K -$8.04K -137 -2%
MSR
2071
Main Street Research
Connecticut
$498K -$111K -1,898 -18%
PPP
2072
Private Portfolio Partners
New Jersey
$497K +$5.52K +94 +1%
FMTC
2073
Farmers & Merchants Trust Company
California
$497K -$11.7K -200 -2%
MFP
2074
Meridian Financial Partners
Virginia
$497K
Wealth Enhancement Advisory Services
2075
Wealth Enhancement Advisory Services
Minnesota
$495K -$11M -187,740 -95%