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Name Holding Trade Value Shares
Change
Change in
Stake
S
2126
Steadtrust
Texas
$732K
SAM
2127
Stembrook Asset Management
New Jersey
$732K
OC
2128
Oarsman Capital
Wisconsin
$731K +$18.1K +179 +4%
HWA
2129
HCR Wealth Advisors
California
$731K +$529K +5,235 New
OWP
2130
Obermeyer Wealth Partners
Colorado
$729K +$528K +5,224 New
DBRC
2131
D.B. Root & Company
Pennsylvania
$727K +$527K +5,208 New
FP
2132
Financial Perspectives
Minnesota
$726K -$25.5K -252 -5%
HFO
2133
Heritage Family Offices
Arizona
$725K +$525K +5,192 New
PEWA
2134
Pacific Excel Wealth Advisors
California
$725K +$525K +5,192 New
AIM
2135
Aigen Investment Management
New York
$724K +$524K +5,186 New
UAS
2136
United Asset Strategies
New York
$723K +$11K +109 +2%
AW
2137
Atlas Wealth
Ohio
$723K +$524K +5,180 New
SWM
2138
Steinberganna Wealth Management
New York
$723K -$5.06K -50 -1%
LFG
2139
Lazard Frères Gestion
France
$723K -$25.3K -250 -5%
WFM
2140
Wolff Financial Management
Michigan
$723K +$20.2K +200 +4%
RCM
2141
Requisite Capital Management
Texas
$723K +$45.7K +452 +10%
NFG
2142
Nadler Financial Group
Illinois
$722K +$45.5K +450 +10%
SWA
2143
SOA Wealth Advisors
New York
$722K +$8.09K +80 +2%
AFG
2144
Albion Financial Group
Utah
$721K +$101K +1,000 +24%
OBWG
2145
Onyx Bridge Wealth Group
New York
$720K -$160K -1,581 -23%
NC
2146
NewSquare Capital
Pennsylvania
$720K +$522K +5,158 New
SFS
2147
Security Financial Services
Indiana
$720K +$11.3K +112 +2%
S
2148
Sunpointe
Missouri
$719K -$2.23K -22 -0.4%
AIIMS
2149
Analyst IMS Investment Management Services
Israel
$719K
PIA
2150
Pinion Investment Advisors
Kansas
$718K +$520K +5,139 New