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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2701
Worth Asset Management
Texas
$530K -$786K -6,712 -62%
FC
2702
Financial Council
Maryland
$529K +$14.6K +125 +3%
HBWM
2703
Hollow Brook Wealth Management
New York
$529K – – –
LEA
2704
Legacy Edge Advisors
New York
$527K +$114K +975 +31%
IPW
2705
Intergy Private Wealth
Colorado
$527K +$35.7K +305 +8%
LAS
2706
Legacy Advisory Services
Pennsylvania
$526K -$30.3K -259 -6%
HCP
2707
Holt Capital Partners
Texas
$526K +$128K +1,096 +37%
DAC
2708
Dividend Assets Capital
South Carolina
$526K -$65.8K -562 -12%
HWM
2709
Howard Wealth Management
Connecticut
$526K +$29.1K +249 +6%
MWC
2710
MBM Wealth Consultants
Missouri
$524K +$35.2K +301 +8%
OFS
2711
Orrstown Financial Services
Pennsylvania
$524K -$96.6K -825 -17%
RFG
2712
Range Financial Group
Oregon
$523K +$7.37K +63 +2%
BFPW
2713
BOK Financial Private Wealth
Colorado
$523K +$9.36K +80 +2%
BTWM
2714
Baker Tilly Wealth Management
Wisconsin
$523K +$5.15K +44 +1%
CIS
2715
Connors Investor Services
Pennsylvania
$522K -$64.4K -550 -12%
IPAM
2716
Investment Partners Asset Management
New Jersey
$522K +$1.29K +11 +0.3%
PWS
2717
Pursuit Wealth Strategies
North Carolina
$521K -$14K -120 -3%
FZCM
2718
Flynn Zito Capital Management
New York
$521K -$41.2K -352 -8%
PGWM
2719
Parisi Gray Wealth Management
New Jersey
$521K -$9.01K -77 -2%
DOA
2720
D'Orazio & Associates
Virginia
$520K -$22.8K -195 -5%
BWFA
2721
Baltimore-Washington Financial Advisors
Maryland
$520K -$29.6K -253 -6%
AMPWP
2722
Alvarez & Marsal Private Wealth Partners
Florida
$520K -$1.05K -9 -0.2%
FWP
2723
Falcon Wealth Planning
California
$520K -$44.6K -381 -9%
BRA
2724
Bender Robert & Associates
California
$519K -$4.1K -35 -0.9%
CL
2725
CPWA LLC
Oregon
$519K – – –