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Name Holding Trade Value Shares
Change
Change in
Stake
TI
2076
Truepoint Inc
Ohio
$415K +$13.4K +163 +4%
VBFG
2077
Vishria Bird Financial Group
Tennessee
$414K
AAP
2078
Arax Advisory Partners
Colorado
$413K -$10.7K -130 -3%
RVPG
2079
Relative Value Partners Group
$412K
BOM
2080
Bank of Marin
California
$412K +$390K +4,743 New
PIA
2081
Perennial Investment Advisors
California
$411K +$389K +4,737 New
WQ
2082
Wealth Quarterback
New Jersey
$411K +$4.2M +51,092 New
HCM
2083
Hudson Capital Management
New Jersey
$410K -$37K -451 -9%
WP
2084
WealthShield Partners
North Carolina
$408K +$12.1K +147 +3%
AC
2085
Addison Capital
Pennsylvania
$408K +$25.2K +307 +7%
PW
2086
Price Wealth
Texas
$405K -$25.1K -306 -6%
IUHSA
2087
Itau Unibanco Holding S.A.
Brazil
$405K +$383K +4,664 New
MG
2088
Mather Group
Illinois
$405K +$383K +4,664 New
TCOO
2089
Trust Company of Oklahoma
Oklahoma
$405K +$86.1K +1,048 +29%
OBWP
2090
O'Brien Wealth Partners
Massachusetts
$403K +$108K +1,311 +40%
NCM
2091
Nelson Capital Management
California
$402K -$77.5K -944 -17%
NCM
2092
Novare Capital Management
North Carolina
$400K +$89.8K +1,093 +31%
KC
2093
Kepos Capital
New York
$400K +$379K +4,611 New
CA
2094
Cumberland Advisors
Florida
$399K
CSA
2095
Cottage Street Advisors
Massachusetts
$399K +$27.9K +340 +8%
AWA
2096
Arkadios Wealth Advisors
Georgia
$397K +$417K +5,082 New
AWM
2097
AllSquare Wealth Management
New York
$397K -$27.3K -332 -7%
BHC
2098
Bowen Hanes & Co
Florida
$396K
SCM
2099
Southport Capital Management
Tennessee
$396K +$14.7K +179 +4%
BFA
2100
Beacon Financial Advisory
Ohio
$395K +$374K +4,558 New