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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1601
USA Financial Formulas
Michigan
$210K +$210K +478 New
AC
1602
Addison Capital
Pennsylvania
$209K -$3.96K -9 -2%
KA
1603
Kovack Advisors
Florida
$208K -$60.3K -137 -22%
EA
1604
Eclectic Associates
California
$208K -$58.5K -133 -22%
LAM
1605
Lountzis Asset Management
Pennsylvania
$208K – – –
FWTB
1606
First Western Trust Bank
Colorado
$208K +$440 +1 +0.2%
OPPS
1607
Obsidian Personal Planning Solutions
Maryland
$208K – – –
XWM
1608
Xcel Wealth Management
Florida
$208K – – –
SPWM
1609
Schrum Private Wealth Management
Florida
$207K – – –
EB
1610
Exchange Bank
California
$206K -$3.96K -9 -2%
3IP
1611
3Chopt Investment Partners
Virginia
$205K +$206K +468 New
FFBTD
1612
First Financial Bank - Trust Division
Ohio
$205K -$5.28K -12 -3%
HH
1613
Hilltop Holdings
Texas
$205K -$15.4K -35 -7%
TFP
1614
Tilia Fiduciary Partners
North Carolina
$205K – – –
SF
1615
Symphony Financial
Texas
$205K -$7.04K -16 -3%
LAS
1616
Lloyd Advisory Services
Georgia
$205K +$205K +466 New
PWM
1617
PBMares Wealth Management
Virginia
$204K +$2.64K +6 +1%
DWM
1618
Dogwood Wealth Management
Kansas
$204K +$102K +231 +99%
PHWM
1619
Pine Harbor Wealth Management
Maryland
$203K – – –
1WM
1620
1858 Wealth Management
Ohio
$202K -$22K -50 -10%
BCMLT
1621
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K +$13.2K +30 +7%
GWM
1622
GSB Wealth Management
Connecticut
$201K – – –
ML
1623
Mayport LLC
Massachusetts
$201K – – –
GFA
1624
Gallagher Fiduciary Advisors
Illinois
$201K +$201K +457 New
WTA
1625
Washington Trust Advisors
Massachusetts
$201K -$44K -100 -18%