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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1951
Islay Capital Management
Texas
$720K -$110K -274 -13%
OWM
1952
OneAscent Wealth Management
Alabama
$720K +$181K +451 +33%
RWA
1953
Redhawk Wealth Advisors
Minnesota
$716K +$124K +308 +21%
FCB
1954
First County Bank
Connecticut
$716K -$35.7K -89 -5%
IA
1955
IFG Advisory
Georgia
$716K +$725K +1,807 New
OMC
1956
Old Mission Capital
Illinois
$713K +$723K +1,802 New
TA
1957
TFG Advisers
Michigan
$713K -$59.4K -148 -8%
SHFA
1958
SS&H Financial Advisors
Michigan
$709K +$719K +1,790 New
BAM
1959
Brave Asset Management
New Jersey
$707K – – –
DJSG
1960
D.J. St. Germain
Massachusetts
$707K -$140K -350 -16%
BM
1961
Brandywine Managers
Delaware
$707K – – –
B
1962
Bridgeworth
Alabama
$705K -$17.3K -43 -2%
SWP
1963
Strategic Wealth Partners
Ohio
$705K +$49.8K +124 +7%
WAM
1964
Wolverine Asset Management
Illinois
$705K +$715K +1,780 New
MAM
1965
McLean Asset Management
Virginia
$702K -$401 -1 -0.1%
CFG
1966
Carr Financial Group
Massachusetts
$701K – – –
EWM
1967
Evermay Wealth Management
Virginia
$701K +$1.2K +3 +0.2%
IF
1968
Intrua Financial
Texas
$698K +$124K +310 +21%
TIA
1969
Traphagen Investment Advisors
New Jersey
$697K -$10K -25 -1%
LSA
1970
Lion Street Advisors
Texas
$694K +$67K +167 +11%
CS
1971
Crescent Sterling
Louisiana
$692K -$147K -365 -17%
AAM
1972
Augustine Asset Management
Florida
$690K +$1.61K +4 +0.2%
AWM
1973
Absher Wealth Management
North Carolina
$690K +$35.7K +89 +5%
KC
1974
Knuff & Co
California
$689K – – –
LIA
1975
LBMC Investment Advisors
Tennessee
$688K +$8.83K +22 +1%