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Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
1901
KFA Private Wealth Group
Virginia
$602K +$19.8K +325 +3%
IFS
1902
Ifrah Financial Services
Arkansas
$601K -$61.6K -1,013 -9%
BFA
1903
Beacon Financial Advisory
Ohio
$599K -$8.15K -134 -1%
PWP
1904
Perfromance Wealth Partners
Illinois
$599K +$197K +3,234 +50%
GCM
1905
Graham Capital Management
Connecticut
$598K +$587K +9,647 New
LB
1906
Leo Brokerage
Texas
$597K +$586K +9,629 New
DMKJ
1907
David M. Knott Jr
$595K -$122K -2,000 -17%
IA
1908
IFG Advisors
Missouri
$595K
LSA
1909
Lion Street Advisors
Texas
$594K -$84K -1,382 -13%
AWM
1910
Angeles Wealth Management
California
$594K +$582K +9,573 New
VCAM
1911
Van Cleef Asset Management
Ohio
$593K
BA
1912
Ballast Advisors
Minnesota
$593K +$11.1K +183 +2%
AWA
1913
Aaron Wealth Advisors
Illinois
$588K +$9.24K +152 +2%
TAM
1914
Townsend Asset Management
North Carolina
$587K
CWM
1915
Connecticut Wealth Management
Connecticut
$587K +$12.8K +210 +2%
IWP
1916
Icon Wealth Partners
Texas
$586K -$39.5K -650 -6%
MCM
1917
Maryland Capital Management
Maryland
$586K -$26.8K -441 -4%
NME
1918
Notis-McConarty Edward
$583K -$12.2K -200 -2%
GWM
1919
Gray Wealth Management
Maine
$581K +$16K +263 +3%
SIG
1920
Sargent Investment Group
Maryland
$580K +$11.3K +185 +2%
FBA
1921
Front Barnett Associates
Illinois
$580K +$42.6K +700 +8%
OAM
1922
Occidental Asset Management
California
$580K +$81.1K +1,333 +17%
CWAG
1923
Compton Wealth Advisory Group
Virginia
$580K +$187K +3,072 +49%
CWG
1924
Cornerstone Wealth Group
North Carolina
$578K -$34.4K -566 -6%
IAP
1925
Indie Asset Partners
Indiana
$577K