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Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
2126
Deroy & Devereaux Private Investment Counsel
Michigan
$420K -$3.66K -75 -0.9%
AMCA
2127
Arthur M. Cohen & Associates
Illinois
$420K – – –
JIP
2128
Jaffetilchin Investment Partners
Florida
$419K -$412K -8,433 -50%
SW
2129
SkyOak Wealth
Michigan
$417K -$92.9K -1,902 -19%
HPIA
2130
Hamilton Point Investment Advisors
North Carolina
$417K -$7.33K -150 -2%
CAGAS
2131
Capital Advisory Group Advisory Services
Minnesota
$416K +$4.44K +91 +1%
LC
2132
Landaas & Company
Wisconsin
$415K – – –
AF
2133
AtlasMark Financial
Texas
$415K -$1.07K -22 -0.3%
IWS
2134
Insight Wealth Strategies
California
$413K -$78.8K -1,614 -16%
ME
2135
McIlrath & Eck
Washington
$412K +$28.3K +579 +8%
OFG
2136
Oxford Financial Group
Indiana
$411K – – –
Merit Financial Group
2137
Merit Financial Group
Georgia
$410K -$27.8K -569 -6%
HWA
2138
HHM Wealth Advisors
Tennessee
$410K +$34.7K +710 +9%
CWP
2139
Concord Wealth Partners
Virginia
$410K +$402K +8,230 New
GIM
2140
Grassi Investment Management
California
$409K -$5.18M -106,114 -93%
PCM
2141
Pinz Capital Management
New York
$409K +$400K +8,200 New
QC
2142
QCM Cayman
Texas
$409K +$401K +8,216 New
ZB
2143
Zions Bancorporation
Utah
$404K -$134K -2,749 -25%
BA
2144
Ballast Advisors
Minnesota
$404K +$13.4K +275 +4%
MCF Advisors
2145
MCF Advisors
Kentucky
$403K -$51.1K -1,047 -11%
DACG
2146
Donor Advised Charitable Giving
California
$401K -$977 -20 -0.2%
PCP
2147
Proficio Capital Partners
Massachusetts
$400K -$25.6K -524 -6%
Capital Wealth Planning
2148
Capital Wealth Planning
Florida
$400K +$345K +7,065 New
PP
2149
Patron Partners
Texas
$400K +$392K +8,034 New
AAM
2150
AMI Asset Management
California
$399K – – –