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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1526
Sovereign Financial Group
Connecticut
$281K +$87K +1,640 +44%
BMWM
1527
Brown Miller Wealth Management
Virginia
$280K +$7.43K +140 +3%
FMWA
1528
Forvis Mazars Wealth Advisors
Missouri
$278K -$726K -13,690 -72%
SFI
1529
SPC Financial Inc
Maryland
$278K -$34.5K -650 -11%
AFG
1530
Alterity Financial Group
Maine
$278K +$393K +7,410 New
PA
1531
PSI Advisors
Florida
$277K +$13.3K +250 +5%
3F
1532
360 Financial
Minnesota
$276K – – –
MPW
1533
MA Private Wealth
California
$276K +$16.4K +310 +6%
GWS
1534
Glassman Wealth Services
Virginia
$274K -$146K -2,750 -34%
FCB
1535
First Command Bank
Texas
$274K – – –
FCFS
1536
First Command Financial Services
Texas
$274K – – –
AFM
1537
Abbot Financial Management
Massachusetts
$274K +$20.7K +390 +8%
MIH
1538
Meitav Investment House
Israel
$273K +$280K +5,280 New
TWM
1539
Titus Wealth Management
California
$272K -$58.3K -1,100 -17%
FLPIM
1540
F.L. Putnam Investment Management
Massachusetts
$271K – – –
AWM
1541
Aries Wealth Management
Maine
$270K – – –
IC
1542
Inverness Counsel
New York
$269K -$76.9K -1,450 -22%
HA
1543
HC Advisors
Georgia
$269K – – –
GA
1544
Geller Advisors
New York
$269K +$15.4K +290 +6%
IGGA
1545
Iron Gate Global Advisors
Utah
$268K +$530 +10 +0.2%
KM
1546
Kalos Management
Georgia
$267K +$10.1K +190 +4%
SWA
1547
Stratos Wealth Advisors
Ohio
$267K +$18.6K +350 +7%
SF
1548
Symphony Financial
Texas
$265K +$258K +4,860 New
EWM
1549
Elite Wealth Management
Washington
$264K – – –
LB
1550
Leo Brokerage
Texas
$263K -$24.4K -460 -8%