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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2051
Aldebaran Financial
$549K -$75.3K -1,325 -12%
GM
2052
GeoWealth Management
Illinois
$548K +$516K +9,082 +4,036%
SWM
2053
Sculati Wealth Management
Michigan
$548K -$217K -3,817 -29%
PF
2054
Phoenix Financial
Israel
$547K +$470K +8,267 New
AIA
2055
Alera Investment Advisors
Illinois
$546K +$15.1K +265 +3%
GCM
2056
Gallacher Capital Management
Colorado
$545K +$294K +5,179 +127%
KFA
2057
Kelleher Financial Advisors
New York
$544K
VCM
2058
Vivaldi Capital Management
Illinois
$544K -$44.8K -788 -8%
QPWM
2059
Quadrant Private Wealth Management
Pennsylvania
$544K -$141K -2,486 -21%
NME
2060
Notis-McConarty Edward
$542K
9WM
2061
9258 Wealth Management
Ohio
$540K -$12.1K -213 -2%
HAC
2062
Harbor Advisory Corp
New Hampshire
$538K
CCB
2063
Cutter & Co Brokerage
Missouri
$537K -$47.3K -833 -8%
RFS
2064
Retirement Financial Solutions
Tennessee
$536K +$89.1K +1,569 +21%
GHAM
2065
Gilman Hill Asset Management
Connecticut
$536K -$42.6K -750 -8%
DAC
2066
Dividend Assets Capital
South Carolina
$535K -$258K -4,537 -33%
BAM
2067
Blueshift Asset Management
New Jersey
$534K +$152K +2,671 +42%
HBT
2068
Heartland Bank & Trust
Illinois
$533K +$7.55K +133 +1%
AWAP
2069
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$533K -$22.1K -389 -4%
QWP
2070
Quotient Wealth Partners
Texas
$530K +$511K +8,995 New
CPP
2071
Capasso Planning Partners
South Carolina
$529K +$11.4K +201 +2%
SQA
2072
Simon Quick Advisors
New Jersey
$529K +$191K +3,366 +60%
FWP
2073
Firethorn Wealth Partners
Georgia
$528K +$5K +88 +1%
IRC
2074
Investors Research Corp
Georgia
$526K
RRA
2075
Round Rock Advisors
Connecticut
$525K +$6.76K +119 +1%