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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2226
Defined Wealth Management
Oregon
$438K
AIA
2227
Avalon Investment & Advisory
Texas
$437K -$17.5M -294,146 -98%
SWM
2228
Segment Wealth Management
Texas
$437K +$14K +235 +4%
FFS
2229
Founders Financial Securities
Maryland
$437K +$25.2K +423 +7%
WP
2230
WealthShield Partners
North Carolina
$436K -$233K -3,910 -36%
FDCC
2231
Foster Dykema Cabot & Co
Massachusetts
$435K -$41.7K -700 -9%
RHJA
2232
Rice Hall James & Associates
California
$435K
S
2233
swisspartners
Liechtenstein
$434K +$6.67K +112 +2%
GAB
2234
German American Bancorp
Indiana
$433K +$42.2K +708 +12%
TPW
2235
TL Private Wealth
Texas
$432K -$5.48K -92 -1%
GA
2236
GoalVest Advisory
New York
$431K -$110K -1,849 -22%
RIS
2237
Retirement Income Solutions
Michigan
$431K
TFO
2238
Tarbox Family Office
California
$430K +$18.2K +305 +5%
Pzena Investment Management
2239
Pzena Investment Management
New York
$427K +$397K +6,665 New
CWP
2240
Capital Wealth Planning
Florida
$425K -$25.7K -432 -6%
SFS
2241
Summit Financial Strategies
Ohio
$423K
HWMA
2242
Heritage Wealth Management (Arizona)
Arizona
$423K +$394K +6,612 New
JAFL
2243
Jay A. Fishman Ltd
Michigan
$422K -$52.2K -876 -12%
CWM
2244
Calamos Wealth Management
Illinois
$422K +$38.5K +646 +11%
QSS
2245
Quantitative Systematic Strategies
Florida
$421K +$392K +6,580 New
DW
2246
Domani Wealth
Pennsylvania
$420K
MLFP
2247
MPS Loria Financial Planners
Illinois
$419K -$8.28K -139 -2%
BONST
2248
Bank of Nova Scotia Trust
Ontario, Canada
$419K +$358 +6 +0.1%
DA
2249
DSC Advisors
Illinois
$418K +$389K +6,527 New
SWA
2250
SFMG Wealth Advisors
Texas
$417K +$41.9K +703 +12%