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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
1901
Two Sigma Securities
New York
$504K +$539K +6,862 New
OCM
1902
Orser Capital Management
Texas
$504K +$540K +6,872 New
NP
1903
NorthRock Partners
Minnesota
$503K -$195K -2,475 -27%
SWM
1904
Sugarloaf Wealth Management
Georgia
$502K +$11.6K +148 +2%
CF
1905
Copperwynd Financial
Arizona
$501K -$1.25M -15,917 -70%
VWM
1906
Venturi Wealth Management
Texas
$501K +$312K +3,966 +138%
WTFG
1907
Wells Trecaso Financial Group
Ohio
$499K -$75.4K -959 -12%
LFA
1908
Landmark Financial Advisors
Kentucky
$499K
TW
1909
Transform Wealth
Colorado
$499K +$5.74K +73 +1%
BRA
1910
Bender Robert & Associates
California
$498K -$5.74K -73 -1%
HFAS
1911
Hummer Financial Advisory Services
Illinois
$498K +$13.7K +174 +3%
AWM
1912
Altus Wealth Management
Kentucky
$495K +$2.99K +38 +0.6%
TFGT
1913
TS Financial Group (TSFG)
Illinois
$494K +$13.2K +168 +3%
OPA
1914
Old Port Advisors
Maine
$494K +$223K +2,835 +73%
GWS
1915
Glassman Wealth Services
Virginia
$493K -$14.2K -181 -3%
IFG
1916
Investors Financial Group
Minnesota
$493K +$94.2K +1,198 +22%
MAWCM
1917
Mine & Arao Wealth Creation & Management
California
$492K -$58K -738 -10%
MCA
1918
Magnolia Capital Advisors
Mississippi
$489K -$11.7K -149 -2%
AFP
1919
Ausdal Financial Partners
Iowa
$487K -$25.8K -328 -5%
ACH
1920
ArrowMark Colorado Holdings
Colorado
$484K
SAM
1921
SignalPoint Asset Management
Missouri
$483K +$11.8K +150 +2%
HWM
1922
Howard Wealth Management
Connecticut
$481K
JSL
1923
JT Stratford LLC
Georgia
$480K -$139K -1,768 -21%
SIAS
1924
Shine Investment Advisory Services
Colorado
$480K
STA
1925
Summit Trail Advisors
New York
$480K +$156K +1,981 +44%