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Name Holding Trade Value Shares
Change
Change in
Stake
HP
1901
HT Partners
Connecticut
$314K
SIA
1902
Schear Investment Advisers
Ohio
$313K
MLFP
1903
MPS Loria Financial Planners
Illinois
$312K +$15.2K +124 +5%
TA
1904
Tiedemann Advisors
New York
$310K
PHAM
1905
Palisades Hudson Asset Management
Florida
$310K -$59.3K -482 -16%
FFA
1906
Fragasso Financial Advisors
Pennsylvania
$310K -$20.4K -166 -6%
FCM
1907
Fourpath Capital Management
Oklahoma
$309K -$2.83K -23 -0.9%
SAM
1908
Summit Asset Management
Tennessee
$308K
TCWA
1909
Ten Capital Wealth Advisors
Washington
$307K +$34.7K +282 +13%
SWM
1910
Stockman Wealth Management
Montana
$307K +$9.47K +77 +3%
HCM
1911
Hodges Capital Management
Texas
$307K +$346K +2,811 New
CCFM
1912
Clear Creek Financial Management
Washington
$306K +$16.8K +137 +6%
ISL
1913
Ingalls & Snyder LLC
New York
$305K
SFG
1914
SNS Financial Group
Minnesota
$304K +$1.35K +11 +0.4%
SAM
1915
Satovsky Asset Management
New York
$303K
LGWM
1916
Litman Gregory Wealth Management
California
$303K +$304K +2,473 New
UAM
1917
Unison Asset Management
Florida
$303K
WAAG
1918
Wealth Alliance Advisory Group
Kansas
$302K +$4.92K +40 +2%
SRAM
1919
Spouting Rock Asset Management
Pennsylvania
$302K -$304K -2,471 -50%
TCM
1920
Traynor Capital Management
Pennsylvania
$302K -$6.02K -49 -2%
SIC
1921
SJS Investment Consulting
Ohio
$301K +$369 +3 +0.1%
3F
1922
360 Financial
Minnesota
$301K -$9.47K -77 -3%
OCPWS
1923
One Charles Private Wealth Services
Massachusetts
$301K -$41.6K -338 -12%
RPWA
1924
Regent Peak Wealth Advisors
Georgia
$300K -$1.6K -13 -0.5%
1WA
1925
180 Wealth Advisors
Washington
$300K -$2.58K -21 -0.9%