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Name Holding Trade Value Shares
Change
Change in
Stake
Horizon Kinetics Asset Management
2076
Horizon Kinetics Asset Management
New York
$431K -$56.2K -1,081 -11%
AWM
2077
AllSquare Wealth Management
New York
$430K -$28.6K -551 -6%
DA
2078
Detalus Advisors
Missouri
$430K -$9.36K -180 -2%
TW
2079
Towerpoint Wealth
California
$430K +$12.2K +235 +0.5%
LWMM
2080
Legacy Wealth Management (Mississippi)
Mississippi
$430K -$15.6K -300 -3%
MIP
2081
Marietta Investment Partners
Wisconsin
$428K -$140K -2,695 -25%
CAGAS
2082
Capital Advisory Group Advisory Services
Minnesota
$428K -$94.3K -1,814 -18%
OFG
2083
Oxford Financial Group
Indiana
$427K – – –
EC
2084
Estate Counselors
Wisconsin
$424K -$371K -7,133 -47%
LWANC
2085
Laurel Wealth Advisors (North Carolina)
North Carolina
$424K – – –
OL
2086
Optas LLC
Texas
$421K -$181K -3,491 -30%
FDCC
2087
Foster Dykema Cabot & Co
Massachusetts
$420K -$98.1K -1,888 -19%
PLFAM
2088
Pineno Levin & Ford Asset Management
Virginia
$419K -$1.2M -23,170 -74%
CG
2089
Corundum Group
Colorado
$419K +$65.2K +1,254 +18%
LAIC
2090
Lederer & Associates Investment Counsel
California
$419K +$89.6K +1,724 +27%
DACG
2091
Donor Advised Charitable Giving
California
$418K – – –
SWMG
2092
Strategic Wealth Management Group
Maryland
$418K +$4.37K +84 +1%
LDFR
2093
Lehman & Derafelo Financial Resources
Pennsylvania
$417K +$85.8K +1,650 +26%
AAM
2094
AMI Asset Management
California
$414K – – –
DLG
2095
Daniel L. Goodwin
$414K – – –
FC
2096
Forte Capital
New York
$413K -$11.8K -227 -3%
BFPW
2097
BOK Financial Private Wealth
Colorado
$412K -$102K -1,962 -20%
CreativeOne Wealth
2098
CreativeOne Wealth
Kansas
$411K +$2.5K +48 +0.6%
AIM
2099
Avity Investment Management
Connecticut
$409K -$29.8K -573 -7%
SFM
2100
Systematic Financial Management
New Jersey
$409K – – –