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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1951
Wealth Alliance Advisory Group
Kansas
$1.09M +$627K +5,819 +122%
AGP
1952
Autumn Glory Partners
Texas
$1.09M +$111K +1,032 +11%
TL
1953
Tradewinds LLC
North Carolina
$1.09M -$9.81K -91 -0.9%
MA
1954
MONECO Advisors
Connecticut
$1.09M +$58.5K +543 +5%
CPSC
1955
Carl P. Sherr & Co
Massachusetts
$1.09M -$172K -1,597 -13%
MCCA
1956
Mill Creek Capital Advisors
Pennsylvania
$1.09M -$134K -1,241 -11%
PWP
1957
Phillips Wealth Planners
Mississippi
$1.09M -$25.4K -236 -2%
TCM
1958
Traynor Capital Management
Pennsylvania
$1.09M +$8.19K +76 +0.7%
SAM
1959
Seelaus Asset Management
New Jersey
$1.09M -$21.6K -200 -2%
S
1960
ShariaPortfolio
Florida
$1.08M +$1.14M +10,540 New
ACG
1961
Allen Capital Group
Nebraska
$1.08M -$36.4K -338 -3%
ACM
1962
Argent Capital Management
Missouri
$1.08M
TG
1963
TCW Group
California
$1.08M
FWC
1964
First Washington Corp
Washington
$1.08M
KAS
1965
KPP Advisory Services
Kentucky
$1.08M +$1.13M +10,451 New
CG
1966
Cynosure Group
Utah
$1.08M -$14.4K -134 -1%
MFA
1967
Millington Financial Advisors
Illinois
$1.07M -$48.4K -449 -4%
SRC
1968
Sage Rhino Capital
California
$1.07M +$3.34K +31 +0.3%
FWTB
1969
First Western Trust Bank
Colorado
$1.07M -$1.62K -15 -0.1%
SFM
1970
Signet Financial Management
New Jersey
$1.07M -$104K -961 -8%
DWM
1971
Dorchester Wealth Management
Quebec, Canada
$1.07M
BEAM
1972
Baker Ellis Asset Management
Washington
$1.07M -$32.3K -300 -3%
RAM
1973
Redmond Asset Management
Virginia
$1.07M -$6.47K -60 -0.6%
M1FG
1974
Mach-1 Financial Group
Arkansas
$1.06M -$1.5M -13,882 -57%
NAS
1975
NWF Advisory Services
California
$1.06M +$8.95K +83 +0.8%