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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1751
Beacon Financial Group
Texas
$550K +$4.37K +70 +0.9%
FOA
1752
Five Oceans Advisors
California
$549K -$1.22M -19,590 -71%
OFS
1753
Orrstown Financial Services
Pennsylvania
$549K +$93.7K +1,500 +23%
NHC
1754
Nicholas Hoffman & Company
Georgia
$548K -$16.9K -270 -3%
LWM
1755
LJI Wealth Management
Indiana
$547K – – –
HFM
1756
Hartford Financial Management
Connecticut
$545K +$41.8K +670 +9%
UCMOK
1757
United Capital Management of KS
Kansas
$543K -$25K -400 -5%
AWM
1758
Atticus Wealth Management
Florida
$543K -$23.7K -380 -5%
CP
1759
Castleview Partners
Texas
$541K -$377K -6,040 -43%
LFG
1760
Lazard Frères Gestion
France
$541K – – –
VCM
1761
Virtue Capital Management
Tennessee
$539K -$55K -880 -10%
CT
1762
Chicago Trust
Illinois
$538K +$86.8K +1,390 +21%
PWS
1763
Peterson Wealth Services
Utah
$537K – – –
SWM
1764
Salvus Wealth Management
New Jersey
$535K -$269K -4,310 -35%
SA
1765
Strategic Advisors
New York
$534K +$6.25K +100 +1%
FWM
1766
Focused Wealth Management
New York
$533K -$32.5K -520 -6%
BOPW
1767
Brandywine Oak Private Wealth
Pennsylvania
$533K -$2.5K -40 -0.5%
T
1768
TOBAM
France
$532K -$2.75M -44,020 -85%
VHAM
1769
Van Hulzen Asset Management
California
$532K -$51.8K -830 -10%
ACM
1770
Advance Capital Management
Michigan
$532K -$6.87K -110 -1%
ACA
1771
Ackerman Capital Advisors
Texas
$531K – – –
GGA
1772
Granite Group Advisors
Connecticut
$531K – – –
LEA
1773
Legacy Edge Advisors
New York
$531K +$5K +80 +1%
TGAM
1774
TBH Global Asset Management
Tennessee
$530K +$3.12K +50 +0.6%
UWS
1775
Unique Wealth Strategies
Illinois
$530K – – –