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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1951
Diligent Investors
California
$607K – – –
HS
1952
HighVista Strategies
Massachusetts
$607K -$12.9M -35,524 -96%
SL
1953
Salomon & Ludwin
Virginia
$604K – – –
ECA
1954
Elevated Capital Advisors
Utah
$603K +$1.82K +5 +0.3%
SSG
1955
Summit Securities Group
New York
$602K -$23.6K -65 -4%
IF
1956
Intrua Financial
Texas
$600K -$117K -321 -17%
AIM
1957
Acropolis Investment Management
Missouri
$600K -$363 -1 -0.1%
TIM
1958
Tevis Investment Management
Texas
$600K – – –
NP
1959
Ninepoint Partners
Ontario, Canada
$599K +$599K +1,649 New
TCWM
1960
Total Clarity Wealth Management
Illinois
$599K -$10.5K -29 -2%
CSPIA
1961
Cary Street Partners Investment Advisory
Virginia
$598K -$74.5K -205 -11%
CWA
1962
Clarity Wealth Advisors
California
$596K +$1.45K +4 +0.2%
VWM
1963
Vigilare Wealth Management
Arizona
$593K +$363 +1 +0.1%
MMPW
1964
Mitchell McLeod Pugh & Williams
Alabama
$592K -$3.27K -9 -0.5%
SPWG
1965
Syntegra Private Wealth Group
Missouri
$591K +$4K +11 +0.7%
WA
1966
WBH Advisory
Maryland
$591K +$590K +1,625 New
MKC
1967
M. Kraus & Co
Vermont
$588K – – –
HWM
1968
Hemington Wealth Management
Virginia
$586K +$1.45K +4 +0.2%
AWAP
1969
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$585K -$117K -321 -17%
PSC
1970
Prentiss Smith & Co
Vermont
$583K – – –
DAC
1971
Dividend Assets Capital
South Carolina
$581K – – –
SAM
1972
SP Asset Management
California
$580K +$726 +2 +0.1%
HFM
1973
Hartford Funds Management
Pennsylvania
$580K +$21.8K +60 +4%
LSA
1974
Lion Street Advisors
Texas
$579K +$90.8K +250 +19%
CWA
1975
Consilio Wealth Advisors
Washington
$577K +$9.08K +25 +2%