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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
2676
Omnia Family Wealth
Florida
$541K -$13.9K -119 -3%
SLT
2677
St Louis Trust
Missouri
$539K
HCM
2678
Hall Capital Management
Rhode Island
$538K -$14.6K -125 -3%
AG
2679
AmeriFlex Group
Nevada
$537K -$3.16K -27 -0.6%
OFG
2680
Oxford Financial Group
Indiana
$536K +$702 +6 +0.1%
CWM
2681
Cranbrook Wealth Management
Michigan
$534K -$37.6K -321 -7%
TNA
2682
True North Advisors
Texas
$533K -$50.9K -435 -9%
PIA
2683
Powell Investment Advisors
Florida
$531K
CPWA
2684
Cerro Pacific Wealth Advisors
California
$531K -$11.9K -102 -2%
ODIJL
2685
One Day In July LLC
Vermont
$531K +$14.4K +123 +3%
VAS
2686
Valicenti Advisory Services
New York
$531K
CWM
2687
Centurion Wealth Management
Virginia
$531K -$53.8K -460 -10%
APW
2688
Aventura Private Wealth
Florida
$531K +$44.8K +383 +10%
WAM
2689
Worth Asset Management
Texas
$530K -$786K -6,712 -62%
FC
2690
Financial Council
Maryland
$529K +$14.6K +125 +3%
HBWM
2691
Hollow Brook Wealth Management
New York
$529K
LEA
2692
Legacy Edge Advisors
New York
$527K +$114K +975 +31%
IPW
2693
Intergy Private Wealth
Colorado
$527K +$35.7K +305 +8%
LAS
2694
Legacy Advisory Services
Pennsylvania
$526K -$30.3K -259 -6%
HCP
2695
Holt Capital Partners
Texas
$526K +$128K +1,096 +37%
DAC
2696
Dividend Assets Capital
South Carolina
$526K -$65.8K -562 -12%
HWM
2697
Howard Wealth Management
Connecticut
$526K +$29.1K +249 +6%
MWC
2698
MBM Wealth Consultants
Missouri
$524K +$35.2K +301 +8%
OFS
2699
Orrstown Financial Services
Pennsylvania
$524K -$96.6K -825 -17%
RFG
2700
Range Financial Group
Oregon
$523K +$7.37K +63 +2%