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Name Holding Trade Value Shares
Change
Change in
Stake
FA
976
Fagan Associates
New York
$347K
GWM
977
GSB Wealth Management
Connecticut
$346K -$2.37K -5 -0.6%
BFIM
978
Beese Fulmer Investment Management
Ohio
$343K +$106K +225 +40%
GH
979
GAM Holding
Switzerland
$342K
S
980
Storgate
Texas
$341K +$369K +781 New
HT
981
Heritage Trust
Oklahoma
$339K
4WM
982
4J Wealth Management
Virginia
$338K -$28.9K -61 -7%
VAF
983
Values Added Financial
District of Columbia
$338K -$13.7K -29 -4%
IBOK
984
Independence Bank of Kentucky
Kentucky
$338K +$2.84K +6 +0.8%
JSAM
985
J. Safra Asset Management
New York
$338K +$357K +755 +3,775%
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$338K -$3.31K -7 -0.9%
GIA
987
Gladstone Institutional Advisory
Florida
$335K +$48.3K +102 +15%
WWM
988
Western Wealth Management
Colorado
$333K -$29.3K -62 -8%
EH
989
Equitable Holdings
New York
$332K +$310K +656 New
PCM
990
Prelude Capital Management
New York
$331K +$33.1K +70 +10%
VF
991
Vest Financial
Virginia
$328K -$10.9K -23 -3%
KNW
992
Kesler Norman & Wride
Utah
$326K -$192K -406 -35%
SMWM
993
Silvia McColl Wealth Management
California
$324K
VA
994
VestGen Advisors
Illinois
$323K -$11.4K -24 -3%
WCP
995
Wick Capital Partners
Pennsylvania
$322K +$350K +739 New
SF
996
Sun Financial
Utah
$322K -$23.2K -49 -6%
HWA
997
HCR Wealth Advisors
California
$321K +$3.31K +7 +1%
MAM
998
McLean Asset Management
Virginia
$321K -$9.46K -20 -3%
GWMR
999
GC Wealth Management RIA
Massachusetts
$321K -$376K -794 -52%
CAM
1000
Cozad Asset Management
Illinois
$318K -$18.9K -40 -5%