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Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1426
Freedom Financial Partners
Minnesota
$423K -$266K -1,627 -38%
AFM
1427
Armstrong Fleming & Moore
District of Columbia
$423K – – –
GHA
1428
GW Henssler & Associates
Georgia
$422K – – –
CAM
1429
CenterStar Asset Management
Illinois
$422K +$430K +2,631 New
SSWG
1430
Seven Springs Wealth Group
Tennessee
$422K – – –
CD
1431
Chapin Davis
Maryland
$421K -$20.4K -125 -5%
OAM
1432
Oxford Asset Management
United Kingdom
$421K +$430K +2,629 New
AO
1433
Advisor OS
Illinois
$421K +$54.8K +335 +15%
BWM
1434
BKM Wealth Management
Wisconsin
$420K – – –
BSB
1435
Bangor Savings Bank
Maine
$420K -$12.1K -74 -3%
CF
1436
Clarity Financial
Texas
$419K -$67K -410 -14%
CFG
1437
Cooper Financial Group
California
$418K -$35.6K -218 -8%
AFGAS
1438
Allegiance Financial Group Advisory Services
Virginia
$418K +$9.97K +61 +2%
Candriam SCA
1439
Candriam SCA
Luxembourg
$416K +$425K +2,601 New
WFI
1440
West Family Investments
California
$415K – – –
USB
1441
Union Savings Bank
Connecticut
$415K +$424K +2,592 New
ECAM
1442
East Coast Asset Management
Massachusetts
$414K -$164 -1 -0%
WWA
1443
Wingate Wealth Advisors
Massachusetts
$413K +$422K +2,581 New
LI
1444
LMCG Investments
Massachusetts
$413K -$2.78K -17 -0.7%
CF
1445
Centaurus Financial
California
$413K +$7.36K +45 +2%
AMIM
1446
Aull & Monroe Investment Management
Alabama
$412K – – –
DFG
1447
Dupree Financial Group
Kentucky
$410K – – –
Banque Transatlantique
1448
Banque Transatlantique
France
$408K – – –
AWM
1449
Ariadne Wealth Management
California
$405K -$13.4K -82 -3%
DTC
1450
Davidson Trust Company
Washington
$404K – – –