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Name Holding Trade Value Shares
Change
Change in
Stake
AMC
2101
Asset Management Corp
Illinois
$339K +$4.06K +17 +1%
EFG
2102
Everhart Financial Group
Ohio
$338K -$3.1K -13 -0.9%
LBA
2103
Lowell Blake & Associates
Massachusetts
$336K -$33.2K -139 -9%
MGIA
2104
Matthew Goff Investment Advisor
Texas
$336K
SWMP
2105
Signature Wealth Management Partners
New Jersey
$335K +$28.6K +120 +9%
AWS
2106
Arkfeld Wealth Strategies
Nebraska
$334K -$5.97K -25 -2%
KFS
2107
Kelly Financial Services
Massachusetts
$334K -$75.7M -317,295 -100%
AA
2108
Advisory Alpha
Michigan
$333K +$13.1K +55 +4%
SHGA
2109
Sand Hill Global Advisors
California
$331K -$36.3K -152 -10%
MF
2110
Manchester Financial
California
$331K +$38.2K +160 +13%
WAS
2111
Winch Advisory Services
Wisconsin
$330K +$19.1K +80 +6%
KC
2112
Kingfisher Capital
North Carolina
$330K +$24.8K +104 +8%
GAB
2113
German American Bancorp
Indiana
$329K -$66.1K -277 -17%
AIC
2114
Archer Investment Corporation
Indiana
$328K +$26.3K +110 +9%
Cohen & Steers
2115
Cohen & Steers
New York
$327K
HFBOT
2116
Home Federal Bank of Tennessee
Tennessee
$326K
AI
2117
AdvisorShares Investments
Maryland
$324K -$34.4K -144 -10%
XWM
2118
Xcel Wealth Management
Florida
$324K
WLPWM
2119
Walled Lake Planning & Wealth Management
Illinois
$324K +$239 +1 +0.1%
LOPW
2120
Live Oak Private Wealth
North Carolina
$324K +$88.8K +372 +38%
BIP
2121
Blueprint Investment Partners
North Carolina
$322K +$319K +1,335 New
BWA
2122
Beam Wealth Advisors
Louisiana
$321K +$26.3K +110 +9%
RIM
2123
Redwood Investment Management
Arizona
$321K +$318K +1,331 New
TC
2124
Tatro Capital
Kentucky
$318K -$14.8K -62 -4%
FA
2125
FMA Advisory
Pennsylvania
$318K +$1.67K +7 +0.5%