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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1826
Physician Wealth Advisors
Utah
$179K +$182K +1,385 New
BAM
1827
Byrne Asset Management
New Jersey
$178K -$7.87K -60 -4%
CAS
1828
Coppell Advisory Solutions
Texas
$177K -$41.2K -314 -19%
FFA
1829
Frazier Financial Advisors
Ohio
$176K -$10.9K -83 -6%
SCM
1830
Silvant Capital Management
Georgia
$173K – – –
BWL
1831
Bogart Wealth LLC
Virginia
$171K +$1.44K +11 +0.8%
CB
1832
Community Bank
New York
$171K -$262 -2 -0.2%
HIIFS
1833
Harel Insurance Investments & Financial Services
Israel
$168K +$33.6K +256 +24%
AF
1834
Atala Financial
California
$168K +$171K +1,301 New
NWM
1835
Nova Wealth Management
Florida
$168K +$171K +1,300 New
APW
1836
Acima Private Wealth
Virginia
$165K – – –
FDCP
1837
Foster Dykema Cabot & Partners
Massachusetts
$164K – – –
GSWM
1838
Golden State Wealth Management
California
$163K +$165K +1,261 New
MIA
1839
MeadowBrook Investment Advisors
Michigan
$161K – – –
MG
1840
Mather Group
Illinois
$160K -$21.6K -165 -12%
HNB
1841
Hilltop National Bank
Wyoming
$159K – – –
FCAS
1842
First Command Advisory Services
Texas
$158K -$525 -4 -0.3%
CJH
1843
Christopher J. Hasenberg
Wisconsin
$158K – – –
HDIM
1844
Hanson & Doremus Investment Management
Vermont
$157K – – –
WWA
1845
Wingate Wealth Advisors
Massachusetts
$152K +$155K +1,181 New
AssetMark Inc
1846
AssetMark Inc
California
$151K +$68.5K +522 +80%
HWM
1847
Hemington Wealth Management
Virginia
$151K +$6.43K +49 +4%
BWAM
1848
Boyd Watterson Asset Management
Ohio
$151K – – –
AAG
1849
Armstrong Advisory Group
Massachusetts
$148K -$5.9K -45 -4%
OAM
1850
Ostrum Asset Management
France
$147K -$6.3K -48 -4%