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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
926
Asset Dedication LLC
California
$516K +$15.2K +47 +3%
BCM
927
Brookstone Capital Management
Illinois
$511K +$87.2K +269 +22%
V
928
VeraBank
Texas
$510K
GFS
929
GYL Financial Synergies
Connecticut
$508K
AWM
930
Aberdeen Wealth Management
Illinois
$506K
ANTB
931
AMG National Trust Bank
Colorado
$505K -$90.7K -280 -16%
MPCG
932
Matrix Private Capital Group
New York
$505K +$40.2K +124 +9%
SC
933
Stephens Consulting
Michigan
$500K +$467K +1,442 New
OBGC
934
O'Brien Greene & Co
Pennsylvania
$499K +$13K +40 +3%
HBT
935
Heartland Bank & Trust
Illinois
$498K +$466K +1,438 New
PM
936
Phraction Management
Connecticut
$498K +$466K +1,439 New
TIA
937
Tiemann Investment Advisors
California
$497K
LA
938
Latitude Advisors
Florida
$496K -$28.5K -88 -6%
ACM
939
AlphaStar Capital Management
North Carolina
$495K +$488K +1,506 New
TCOO
940
Trust Company of Oklahoma
Oklahoma
$494K
DT
941
Diversified Trust
Tennessee
$492K -$14.9K -46 -3%
XWM
942
Xcel Wealth Management
Florida
$492K +$114K +351 +33%
AWM
943
AllSquare Wealth Management
New York
$491K
GWM
944
GDS Wealth Management
Texas
$490K +$458K +1,414 New
SCA
945
Snowden Capital Advisors
New York
$487K -$804K -2,482 -64%
SMA
946
Sage Mountain Advisors
Georgia
$486K +$648 +2 +0.1%
SOAMC
947
Spirit of America Management Corp
New York
$485K
SPC
948
Sigma Planning Corp
Michigan
$483K -$12.6K -39 -3%
VT
949
Vise Technologies
New York
$481K +$450K +1,389 New
CP
950
Cumberland Partners
Ontario, Canada
$479K +$448K +1,382 New