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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2076
Marathon Capital Management
Maryland
$215K – – –
SWA
2077
SFMG Wealth Advisors
Texas
$215K +$1.67K +10 +0.8%
JIP
2078
JBJ Investment Partners
South Carolina
$215K +$216K +1,295 New
SIC
2079
Samalin Investment Counsel
New York
$214K +$167 +1 +0.1%
PWM
2080
Provident Wealth Management
Tennessee
$214K +$215K +1,288 New
LAS
2081
Lloyd Advisory Services
Georgia
$213K +$501 +3 +0.2%
AIM
2082
AMI Investment Management
Indiana
$213K +$214K +1,283 New
NEGWA
2083
New England Guild Wealth Advisors
Connecticut
$212K – – –
CFO
2084
CVA Family Office
Colorado
$211K +$70.4K +422 +50%
AIC
2085
Archer Investment Corporation
Indiana
$211K -$122K -732 -37%
COCM
2086
Charter Oak Capital Management
New Hampshire
$210K -$33.5K -201 -14%
SNBOSCI
2087
Security National Bank of Sioux City Iowa
Iowa
$210K +$210K +1,261 New
JWM
2088
JFG Wealth Management
Colorado
$209K +$210K +1,256 New
MIM
2089
Moseley Investment Management
Florida
$208K +$209K +1,251 New
NL
2090
Navalign LLC
California
$208K +$209K +1,253 New
RSWM
2091
Robertson Stephens Wealth Management
California
$207K -$28K -168 -12%
RIM
2092
Rockbridge Investment Management
New York
$207K -$4K -24 -2%
GAG
2093
GM Advisory Group
New York
$207K – – –
SWA
2094
SOA Wealth Advisors
New York
$207K – – –
PFGIA
2095
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$5.01K +30 +2%
NFG
2096
Northeast Financial Group
Pennsylvania
$207K +$208K +1,246 New
LA
2097
Legacy Advisors
Pennsylvania
$206K – – –
AFA
2098
American Financial Advisors
Georgia
$206K +$207K +1,241 New
PCFFS
2099
Pacific Center for Financial Services
California
$205K – – –
HCM
2100
HMS Capital Management
Tennessee
$204K +$205K +1,226 New