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Name Holding Trade Value Shares
Change
Change in
Stake
ML
2376
McAdam LLC
Pennsylvania
$229K +$230K +641 New
AP
2377
Adero Partners
California
$228K -$14.4K -40 -6%
FMI
2378
F/M Investments
District of Columbia
$228K
FFA
2379
Founders Financial Alliance
North Carolina
$227K -$3.6K -10 -2%
WHG
2380
Westwood Holdings Group
Texas
$226K -$3.23K -9 -1%
NG
2381
Northstar Group
New York
$226K +$2.88K +8 +1%
GWM
2382
Greenwich Wealth Management
Connecticut
$225K +$226K +630 New
SAF
2383
Smith Anglin Financial
Texas
$224K -$36K -100 -14%
WAM
2384
WNY Asset Management
New York
$224K -$21.6K -60 -9%
B
2385
Bellecapital
Switzerland
$223K -$23.7K -66 -10%
TAM
2386
Townsend Asset Management
North Carolina
$223K -$16.5K -46 -7%
MKA
2387
M. Kulyk & Associates
Georgia
$223K
FEG
2388
Financial Enhancement Group
Indiana
$223K +$2.16K +6 +1%
CFA
2389
Capstone Financial Advisors
Illinois
$223K +$224K +623 New
WAS
2390
Wealth Advisory Solutions
Indiana
$223K +$224K +623 New
PD
2391
Planning Directions
Pennsylvania
$222K
OAM
2392
Occidental Asset Management
California
$222K +$224K +622 New
ZF
2393
Zhang Financial
Michigan
$221K -$8.99K -25 -4%
CHA
2394
Cooper/Haims Advisors
New York
$220K -$36K -100 -14%
BFWA
2395
Benchmark Financial Wealth Advisors
Florida
$220K -$11.5K -32 -5%
KFP
2396
KB Financial Partners
New Jersey
$219K +$12.6K +35 +6%
RGC
2397
Roberts, Glore & Co
Illinois
$218K +$5.39K +15 +3%
PCMK
2398
Paragon Capital Management (Kansas)
Kansas
$218K +$220K +611 New
SIC
2399
SJS Investment Consulting
Ohio
$217K +$68.7K +191 +46%
WMA
2400
West Michigan Advisors
Michigan
$217K +$218K +607 New