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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1876
Perennial Advisors
New York
$329K – – –
RDWM
1877
Red Door Wealth Management
Tennessee
$328K +$21.9K +131 +7%
BFG
1878
Beacon Financial Group
Texas
$327K -$52.6K -315 -14%
CBT
1879
CoreFirst Bank & Trust
Kansas
$327K – – –
RFN
1880
RDA Financial Network
Iowa
$327K +$11.2K +67 +4%
TLP
1881
Trinity Legacy Partners
Texas
$326K -$5.67K -34 -2%
NEIRG
1882
New England Investment & Retirement Group
Massachusetts
$325K +$326K +1,954 New
FNBOSM
1883
First National Bank of South Miami
Florida
$324K -$30.5K -183 -9%
PP
1884
Patron Partners
Texas
$323K +$325K +1,946 New
SF
1885
Symphony Financial
Texas
$321K -$8.85K -53 -3%
SC
1886
Sierra Capital
Florida
$321K – – –
CPSAC
1887
Chas P. Smith & Associates (CPS)
Florida
$320K +$29.9K +179 +10%
EF
1888
Empowered Funds
Pennsylvania
$320K +$321K +1,926 New
WHG
1889
Westwood Holdings Group
Texas
$319K -$219K -1,313 -41%
VFA
1890
Voya Financial Advisors
Connecticut
$318K -$3.97M -23,780 -92%
RRA
1891
Round Rock Advisors
Connecticut
$318K +$1.5K +9 +0.5%
SFFS
1892
Stonehage Fleming Financial Services
Jersey
$318K +$146K +876 +85%
ACP
1893
Aveo Capital Partners
Colorado
$317K -$27.7K -166 -8%
TCM
1894
Tradewinds Capital Management
Washington
$317K – – –
AIM
1895
Arcadia Investment Management
Michigan
$316K – – –
SW
1896
SlateStone Wealth
Florida
$313K +$834 +5 +0.3%
PWM
1897
PBMares Wealth Management
Virginia
$312K +$167 +1 +0.1%
HKAM
1898
Horizon Kinetics Asset Management
New York
$311K +$501 +3 +0.2%
TW
1899
Transform Wealth
Colorado
$311K +$313K +1,874 New
BW
1900
Bison Wealth
Georgia
$310K -$117K -704 -27%