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Name Holding Trade Value Shares
Change
Change in
Stake
VV
4076
Verity & Verity
South Carolina
$556K +$36.5K +57 +6%
SC
4077
Summa Corp
Texas
$556K +$56.4K +88 +10%
FC
4078
Financial Consulate
Maryland
$556K +$53.8K +84 +9%
LOIP
4079
Live Oak Investment Partners
Texas
$556K -$1.18M -1,837 -65%
AM
4080
Atwater Malick
Pennsylvania
$555K +$64.1K +100 +11%
VWM
4081
Vigilare Wealth Management
Arizona
$554K -$118K -184 -16%
HFF
4082
Halter Ferguson Financial
Indiana
$554K +$313K +488 +102%
MWS
4083
MFA Wealth Services
California
$553K +$8.97K +14 +1%
KWA
4084
Kondo Wealth Advisors
California
$553K +$1.28K +2 +0.2%
TDWM
4085
Topel & Distasi Wealth Management
California
$552K +$73.1K +114 +13%
BFP
4086
Birchwood Financial Partners
Minnesota
$551K – – –
TAR
4087
Trask Adam Roland
$551K +$617K +963 New
TTWM
4088
TCV Trust & Wealth Management
Virginia
$550K -$26.3K -41 -4%
Group One Trading
4089
Group One Trading
Illinois
$549K -$19.3M -30,072 -97%
MTIM
4090
Marathon Trading Investment Management
Pennsylvania
$548K -$19.1M -29,817 -97%
LG
4091
LAM Group
Oregon
$548K – – –
T
4092
Tidemark
California
$548K +$39.7K +62 +7%
GCP
4093
Gill Capital Partners
Colorado
$548K -$19.2K -30 -3%
IMC
4094
Investment Management Corporation
Virginia
$546K +$11.5K +18 +2%
PPW
4095
Presilium Private Wealth
Pennsylvania
$545K +$30.8K +48 +5%
EIA
4096
Edgemoor Investment Advisors
Maryland
$545K -$57.7K -90 -9%
PWM
4097
Paulson Wealth Management
Illinois
$544K +$10.3K +16 +2%
LC
4098
Lincoln Capital
Nebraska
$544K – – –
BF
4099
Baring Financial
Washington
$544K +$46.1K +72 +8%
GWA
4100
Genesis Wealth Advisors
Massachusetts
$544K – – –